The coming mobile era has changed things, disrupted sectors and also created opportunities. Jumping onto the trend is like wielding a double-edged sword, you might get it right and then beat the rivals, but you could also get things wrong that eventually leads to your own failure.
This explains why giants who built their empire on top of desktop are moving slowly and reluctantly towards mobile, while small time companies are more aggressive on this field. The former got too much to lose while the latter got nothing to loose.
That said, sometimes the big names also put their lucks to the test. Just like how NetEase acts when it comes to online news business.
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