The peak of tide the noble with the 8th downfallen chapter, Motolora (6)

Filed under: Google Blackboard — Wrote by Lees on Thursday, May 15th, 2008 @ 10:13 pm

The person that publish: Google (Gu Ge) researcher Wu Jun

1.The brand of World War II

2.Golden age

3.Gene decides theorem

4.Iridium star plans

5.All fronts be defeated

6.Unable to save a deperate situation

2001 burst of American network bubble, science and technology Nasdaq dies dish, this pair has begun originally downhill Motolora is one disaster after another more, its stock is not worth 8 dollars from what the 50 much dollars 2000 fall to 2003. (annotate: 2000 Motolora once 1: The cent of 2, divide a share price before to exceed 100 dollar. ) 2003 9 month, the grandchildren of Calvin of · of Motolora author Paul overcomes Lisituofu Calvin to must leave the post of Motolora president, motolora ended household company from now on the history.

Change a CEO to be able to break up in that way like HP dish the job always can not produce. The succession of Calvin person the skill that Zander can do not have He De of HP new CEO and luck, although he assumes office when put forward to recapture a mobile phone to have the catchword of rate. Recieve orders with transnational corporation great majority the succession of jeopardy person same, the company made recombine after Zander appears on the stage, large-scale cut down the member of persons employed, the profit of the company is protected, share price also came up. In the meantime, he goes out semiconductor branch cent to appear on the market, business of mobile phone of prep bent on. But, running company side, he did not show outstanding ability. Handle affairs efficiency still not tall, inside bottle apparent, the product develops the SamSung company that the latercomers surpass the formers cannot catch unexpectedly on speed. Every a few months can roll out SamSung a mobile phone, and it is clear that Motolora half an year cannot be defined a new mobile telephone. Not only such, motolora every success appears on the market a mobile phone, the mobile phone that has more money quits. Accordingly, the design cost of Motolora mobile phone is extremely high.

Motolora looks down on SamSung and Nuojiya up to now the ignored core technology, way that does beautiful frame work on exterior and function only. Motolora thinks technology and quality are the key of the product all the time, accordingly I say it is a noble of IT course of study. This does not have a fault of course, but far insufficient. Today, be in at least mobile phone industry, which are each company products less than in the difference on hardware technology, the hardware that designs a mobile phone and be in ZhongGuanCun in those days assemble a PC is euqally easy. There are a few chips inside present mobile phone, and of core have only, it is OK to go should be being bought only to TI. (this also is why the reason that China has brand of countless mobile phones. ) the element that because the quality of this mobile phone is not exclusive,decides the market. On the other hand, the quality of all today mobile phone is very greater than having 20 years ago rise, the mobile phone quality with the good quality before poor mobile phone also compares quality 20 years today is better, that is to say the mobile phone with poor quality is patchy also can use. Want to be on today’s mobile phone market (be in especially Asia) stand firm foot, the design of function, exterior and quality and technical content are likewise serious, the development of commerce and market is more cannot do one thing and neglect another, in these respects, the company of Motolora and market of machine of junior proceed with lies almost same on the scratch line.

Motolora is in early 7, the value that platform of operating system of unified mobile phone sees 8 years ago. 10 years ago, motolora and each mobile phone of all mobile phone manufacturer have his distinctive hardware and software, development work repeatability is very tall, between process of mobile phone application also each other is incompatible. Motolora tries to make a current operating system regard it as the unified platform that the mobile phone will develop henceforth. This idea is original and good, but Motolora chooses a fault platform, pitch on Java. The vice-president director mobile telephone that it brought Java of a director to develop from sun company is general the development of the operating system, at the same time engineer of a lot of Java comes to Motolora company service develop this platform. But, java has a congenital inadequacy that cannot overcome, it is speed too slow. 2004 year, when this platform prototype is developed, the company discovers its speed has a few of real time speed only, although hardware speed according to rub the rate that Er theorem calculates rises, this operating system also cannot realize real time inside a few years. Because this Motolora must abandon this platform. After this, motolora tries to develop the general platform that is based on Linux again, but as a result of inside bad news, progress is not great also. And right now, the small group of Andy Robin had obtained tremendous breakthrough on platform of Linux mobile phone, this group is bought by Google before long, become the prototype of the Android of mobile phone platform that the whole world opens a source today. Because Motolora carries out force inadequacy, lost the optimal chance of platform of operating system of unified mobile phone eventually.

Motolora makes a mobile telephone 20 years, say to go up without function of a hand up to now ” Cool ” - of cruel. Zander also does not have the endowment of malic company Qiao Busi in this respect. Although malic company enters mobile phone market the latest, made best today mobile telephone however. Developing market field, zander can think up raising the market to have the medium with exclusive and effective rate is dozen of price war. For a short while, the market that the method of this drink poison to quench thirst-seek temporary relief regardless of the consequences improved Motolora really is had rate. But, the profit itself as a result of Motolora mobile phone is thinner than Nuojiya, depreciate the space is limited, after two years, when can falling without profit again when Motolora, the in-house inefficient, problem that manages a disorder still does not have there’s still time to solve, the market of Motolora is had rate had begun to glide slowly. Became 4 years the Zander of CEO must leave his post.

Motolora does not have the luck of HP, it has not found a right leader up to now. New CEO did not find the miraculous cure that saves Motolora up to now. According to report of wall street daily, motolora thinks up the lousy idea that sells the mainest mobile phone branch unexpectedly. But, be willing to take over without the company unexpectedly, those who see problem of interior of branch of Motolora mobile phone is serious.

The emancipator of Motolora perhaps is in China. The investment that Motolora is in China 20 years ago is very successful, its China company is Motolora abroad the branch with the biggest, highest turnover, and it is the bridge that facilitating Motolora and Chinese government and industrial group cooperate in the round. According to report of wall street daily, try to offer a mobile telephone in Motolora when the branch is the hardest, motolora and lot of company of a few China fell to enlarge cooperative agreement, this can have a favourable turn probably in production and market. But, these collaboration are far water only, is not knowable still.

Last word

Motolora serves as the world wireless (mobile) the pioneer of communication and leader, can say to start whole industry. Regretful is, it led the first tide of mobile only, be caught up with by adversary and exceed. After this, because technical course is wrong, executive power is insufficient, lost the possibility that uses technical advantage to recapture the market. Motolora once crossed communication and computer between two big fields, have the possibility that becomes the computer and overlord of communication course of study at the same time very much even. Retreat one pace to tell, want it to be in the center of the computer only processor CPU, the digital processor DSP of communication or foot of stand firm of domain of mobile phone any, perhaps can correspond down computer revolution revolutionary spring tide is ongoing, remain invincible. But, its leader heads a such giant firms feebly, make the company does not have specialism direction instead, suffer a defeat at the same time on each battlefront.

The matter just right of Motolora and AT&T be on the wane is contrary. AT&T can accuse as a result of neither one partner, feel without the person the company is him, it is its long-term interests consideration, then the nearsightedness of the board of directors is mixed greedy forfeited it. And Motolora is contrary, all the time by Kaerwen familial control, sansei of article blocking Er wants to do hundred years old shop it very much, won’t appear of course AT&T tore open the black sheep behavior that sell, but he is unable to do what one wants very much to do, incapable the challenge that meets information revolution. Accordingly, motolora the company inevitable land of this lordliness is downfallen. If at the outset the cacique of Motolora is Gates’ general perhaps and electric Welch, it perhaps won’t be today this ending. I emphasize the importance that company leader develops to the company for many times in front, of Motolora promote declining is a very good example.

Of gentleman lustre, 5 worlds and behead, the company of familial to a noble type also is such. Although Motolora be on the wane, but it comes a few years benefit at us this world. Without it, we perhaps should use a few years of mobile phones late, without the competition of it and Intel, our computer perhaps is done not have so fast today.

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The peak of tide the noble with the 8th downfallen chapter, Motolora (2)

Filed under: Google Blackboard — Wrote by Lees on Thursday, April 24th, 2008 @ 12:59 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.The brand of World War II

2.Golden age

Arrive from hind of World War II at the beginning of 90 time, can say the time that is Motolora flourishing. Motolora the technical advantage that in imitate wireless communication respect has any companies to cannot be likened to, and innovation gives multinomial world the first. American communication bound has a kind of current classification method to communication, divide namely for: Wired and one-way (be like closed-circuit television) , wired and two-way (like the phone) , wireless and one-way (like the radio) and wireless and two-way (like the mobile phone the phone is mixed WIFI) 4 kinds. Long-term since, till ten years before, AT&T is the king of finite communication all the time, RCA is the old of infinite and one-way communication, and the overlord of the wireless and two-way communication that Motolora is one hundred percent. We can see once upon a time, the core business of Motolora is concerned with two-way wireless communication.

1946, motolora invented car phone. Had seen Bao Jia and conspicuous act originally ” Sabrina (Long Feng matchs) ” the reader may be right this kind of product has impression, big company president regards as Linus in film grow an island from new York set out in the home, go up the instruction of company staff make known to lower levels that the car carries car phone to with a ha pause to Yuan Zaiman. Very regretful is, car phone is the luxury of wealthy person all the time, it has not gotten popular, was replaced by mobile phone phone. After 12 years, motolora invented the interphone that is based on a car, it is in the United States to be used extensively with all sorts of transport companies by company of police, taxi, be replaced by mobile phone phone till 90 time end (gave a police still using) . Be in 2000 previously of each country alarm bandit piece in, we often see this product.

Was told 1963 to Motolora is a memorable time. This year, motolora invented the color television picture tube of the first rectangle, and it made occupation standard quickly. (before this, the color television screen that RCA produces is a circle. See this picture please)


1967 year, motolora production gives chance of colour television of the first complete transistor of American, the color television previously returns some valve more or less. This issue is very large to Motolora influence, previously although Motolora is banner on the technology at the world, but product besides the radio in the car not be civil. The invention of chromatic picture tube, indicating Motolora is capable to entered civil market and turn to the key of business civil. But regretful is, the Motolora attempt in initial stage of home appliance market is very not successful, to 1974, it must sell Japanese pine next companies. Today, very few somebody knows Motolora is right the contribution of color television industry.

In 669 time, the has go up in color television failure that Motolora can experience completely, because it is banner the technology at the world is too much. To 80 time, motolora enters 10 years when develop flourishingly, its business also is expanded by wireless communication the semiconductor chip of the computer. 1979, motolora rolls out 68000 general microprocessor successfully, because it is designed compositive degree get a name for 68000 transistor (although actual and compositive degree for 70000) . Its address bus line (Address Bus) width is 24 peculiar, can manage the memory of 16 MB, accordingly it makes the first selection chip of all and small-sized machine and workstation. And the half generation after the processor of Intel of the corresponding period compares it to fall actually, 16 address width can manage latter only the memory of 64 K.

80 time, as the development that digital signal handles, appeared to handle chip to appropriative number signal (DSP) demand, this product also is born because of carry. Heart state apparatus (TI) , AT&T and Motolora are at the beginning of 80 time rolled out TSM early or late, DSP and M56K product of 3 old series, this market grows such fast, brought a new golden ore deposit to Motolora. Today, the chip of mobile phone core that adds periphery communication for core with DSP remains whole world sales volume the biggest, most profitable semiconductor chip (because every mobile phone is medium,must have a such core) .

Of course, the contribution with the largest to the world Motolora is its civil beehive type in the invention at the beginning of 80 time mobile telephone, namely inchoate saying hand-hold portable telephone, the mobile phone that says now. Everybody is accepted the invention company that Motolora is communication of current mobile phone, the mobile phone that although AT&T claims,its cordless telephone compares Motolora is early, but everybody knows cordless telephone and mobile phone phone is two different matters. As a result of AT&T take root at wired communication, not self-conscious can inimical wireless communication. When the mobile telephone just started, AT&T predicts to 2000 the whole world does not exceed million user, this estimation is compared the actual amount when 2000 is 100 times smaller later. So, AT&T nature won’t put the emphasis on mobile. And Motolora is antipodal, it has impossibly on wired communication as, go up in mobile from however stake, lead and drove the tide of mobile.

Arrive at the beginning of 90 time, motolora is handled in signal of mobile, number and computer processor 3 domains are the Player with the most powerful technology on the world. More commendable is, its product fame is wonderful. The product that I contact Motolora the earliest is in 80 time end, the friend of a few custom introduces their Motolora interphone to me. The colleague that goes up with the bank in the big steamer hold that those interphone can surround in iron and steel communicates, this is impracticable of any other and congener product. 1990 year, the turnover of Motolora exceeds one billion four hundred and ten million and sixty-five thousand four hundred and eight dollars, IBM and AT&T are next to in IT company. If Motolora can sweep the deck 3 big markets, it will be today undoubtedly the biggest IT company on the world. Although it can forestall among them, also be gigantic without bully company. Very regretful, it also was not done good, the technical tide that the leader of this communication revolution is lifted by oneself fell into disuse. Does the reason where?

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The peak of tide the noble with the 8th downfallen chapter, Motolora (5)

Filed under: Google Blackboard — Wrote by Lees on Monday, April 21st, 2008 @ 3:13 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.The brand of World War II

2.Golden age

3.Gene decides theorem

4.Iridium star plans

5.All fronts be defeated

Iridium star plans dollar of far to the blow of Motolora more than billion. When Motolora starts iridium star to plan, GSM has not been on the world take regnant place, the United States and the very much country that include China inside still take the CDMA with forbid a technology to go up better to whether can replace GSM very quickly. But, because Motolora went to energy dispersedly on iridium star, lost the optimal opportunity that competes with Nuojiya not only, and still lose a few markets to the updated electronic company such as SamSung, LG.

Of course, fail this merely, return in the failure of domain of whole mobile phone even unapt a world first is wireless communication company scalp. But, motolora breaks down in the round on all battlefront at the same time almost, dropped cereal bottom.

On computer processor business, motolora passes old effort, defeated Intel finally still. Of Motolora and Intel contend for advanced face to had been mentioned, we no longer give uncecessary details. Those who be worth to emphasize is, from sell its semiconductor business till the Motolora a few years ago at the beginning, motolora never has been defeated by Intel on processor technology and product function, but in commercial competition, light has a technology is no good apparently.

On digital signal processor, motolora crosses apparatus of state of old rival heart finally without competition. If say central processor (CPU) the cerebra that is the computer, digital signal processor is us today the cerebra of the product such as TV of mobile phone, number. Its importance in national economy and people life cans be imagined.

Speak of digital signal processor, the person of industry can think of company of heart state apparatus above all (TI) . History of company of heart state apparatus and Motolora grow almost, experience is similar also, from provide radio product name to the army. At the beginning of 80 time, namely after AT&T, TI and Motolora rolled out his DSP at the same time almost, TSM320 series and M56000 series. The generation TSM320C2X of heart state apparatus is 16 processor that decide a dot, show inadequacy slightly on precision, because be the processor that decide a dot, all floating-point computation should decide bit of implementation by instead of process designing personnel, using also is not very convenient. The M56000 series of Motolora is 24 at the beginning, precision to the applied more than sufficient at that time, should tell function to be over TI product. But, the person that has learned computer process designing may know, the 24 processing means of this kind of nondescript is used rise meeting very at odds. Apparatus of state of very sharp mind rolled out 32 TSM320C3X series, although price relatively the DSP of Motolora is expensive, but it is easy to because be on 32 processors,develop a product, because this everybody still likes the DSP with TI. As a result of rub the action of Er theorem, motolora M56000 the advantage on the price is more and more unidentified show, and it is developing the inferior position on cost to show gradually, on DSP, the difference of it and TI is pulled every day big. I am done up to now do not understand why Motolora should be done do not wear day, below not 24 DSP of touchdown. Perhaps be the cost that it purchases considering the client, but the convenient sex that ignored a client to use however. Say a bit againer, motolora was underestimated rub the action of Er theorem, value production cost overly and ignored development cost: Former reduce as the elapse of time, latter increases, because its product looks from the angle of development,inferior slightly at TI. Carry additionally, the inchoate product in the series of central processor 68K of Motolora also is 24 bus line of this kind of nondescript.

As semiconductor compositive spend rise, the company such as TI mixes the chip of circuit of mobile phone periphery DSP is compositive together, main chip goes present mobile telephone only. TI very the Intel company that resembles computer domain, itself does not make a mobile telephone, supply core chip like lots and lots of mobile phone manufacturers however, it adopts its banner DSP technique, firmly stopped the half of country of market of mobile phone of the high end in the world. The battlefront of Motolora is pulled very longly, arrive from mobile phone chip the mobile phone is overall one continuous line. If interior cooperates good, cost of this kind of practice is admittedly low. But, calvin is not general and electric Welch, do not have the company with ability so big conformity, its chip branch and overall the company with independent like two branch, without enough communication, make instead product development cycle lengthens. Motolora and heart state apparatus are in the difference on mobile phone chip is pulled open gradually, the competition that attends in processor as it and Intel is what fail slowly is same. But, after this kind of difference reachs certain level, impossible changeover. To 2004, when Calvin is nonofficeholding, its semiconductor branch is forced to depart go out to appear on the market alone, with respect to the Freescale that is now. Later the outstanding achievement of Freescale still not beautiful, be forced by illicit collect fund (Private Equity) bought, this is of course hind word.

High salary was formed since Motolora is long-term, gao Fuli’s mess, employee has worked dry bad difference not quite. The original idea of Motolora is to want to avoid vie needlessly between employee, everybody has a comfortable and comfortable environment to set his mind at to work. This is the kind that big company draws a talented person 449 years ago, european company still uses this kind of method up to now. But this suits adventruous American not quite. Since 889 time, company of science and technology to arouse the enthusiasm of knowledge employee, period authority controls a lot of a lot shares (we introduce again carefully later) . And Motolora company did not use this kind of welfare very late, till today, the period right that Motolora company gives employee still the amount is very few. This has to say is the place of tradition management pattern that gets Motolora is restricted. Accordingly, one goes to the company of provide for the aged and a lot of people regard Motolora as is not a company that do poineering work.

Motolora another problem is administrative disorder, fight inside much. Although this is to appear on the market the common fault of big company, but Motolora is in company of estate of person of the same trade the problem is some more serious. Big company is in competition, do not need to achieve the peak of perfection, wanted better than adversary little to go only, and Motolora however just is a bit poorer than Intel and TI. Time grows, showed be defeated.

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The peak of tide the 6th chapter, the golden gate big bridge of Internet (Cisco) (4)

Filed under: Google Blackboard — Wrote by Lees on Monday, March 31st, 2008 @ 8:02 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.Good wind depends on force

1.Good wind depends on force (add)

2.The unique skill that develops continuously

3.Competitor

If say Microsoft is to be good at market dominant position is technical advantage, cisco is conversely, its research and development through oneself and buy, change technical advantage is market dominant position. Although wall street blocks A Er special - the boreal report of bright dispatch and Canada also calculates the competitor that became Cisco, actually these two companies with be good at of programmed control switching equipment and Cisco lie not completely same a domain, basically minatory be less than Cisco. And market prise exceeds Cisco the summation of company of equipment of other tradition communication.

The competition with real Cisco is false to having one only one true two. Let us see a holiday first, Juniper Networks. This company basically is the shadow subsidiary of Cisco, be equivalent to AMD the position to Intel. The product fixed position of Juniper is in high end, and unlike Cisco arrives as a child IP phone, arrive greatly high-end road by implement do. Although Juniper is,go up in the product and the company with the most similar Cisco, but 7% what its turnover has Cisco only, was respectively 2006 five hundred million and twenty with six hundred and forty million two hundred and sixty-one thousand six hundred and thirty-two dollars. This still was bought in Juniper with it after the company of firewall manufacturer Netscreen with likewise big dimensions, and 5% what its market prise still is less than Cisco now, mix for -589934592 dollars respectively one billion and twenty-one million four hundred and thirty-eight thousand nine hundred and seventy-six dollars. Cisco is remaining this competitor basically is the consideration that is in antitrust. Because had Juniper, cisco saved the trouble that a lot of antitrust laws bring. And, the requirement when a lot of government sectors of American and big company are being purchased must choose from inside the manufacturer of two above, accordingly, cisco for the deal existence with must allowing Juniper. Otherwise, with the cash on Cisco hand, can buy Juniper 3 times. Although Juniper alleges,the reason that oneself exist is a technology good, but, it these year of growth is not as rapidder as Cisco, because this more deep-seated reason is Cisco,must put it one horse.

The adversary with true Cisco is China is small little brother China is. Regard Chinese nation as industrial delegate, china to be in China almost widely known, the way that although major person does not care it,makes by implement product. Accordingly, here also need not the story that China of give uncecessary details is and successful experience. Regard a run by the local people as the enterprise, china a few helps that although got a government,are, but, it can develop rise it one open was decided what still rely on a private enterprise is a high starting point, efficient with employee laborious. China establish evening 4 years than Cisco for the company, antedate Juniper8 year. China it is the start when establishing very tall, a few institutes below the Ministry of Posts and Telecommunications still are in at that time and the transnational corporation such as AT&T talks second-class of the technology make over and cooperate, ren Zhengfei locates directly at that time the most advanced technology on international, and a few years short went out to have international at that time with respect to development the switching equipment of 08 programmed control of advanced level. 2006, china bed sale has arrived at 65 billion RMB, about 9 billion dollar, double be Juniper. Be worth what carry is China be sale 2/3 come from abroad, this and estate sale have high because of the empty of bubble economy very big different, because former it is real outstanding achievement. Accordingly, china to had become the competitor with main on the world Cisco.

Although at present China bed market is had rate 1/4 what have Cisco only by turnover computation, but future cannot set limit to. This not only because China to develop in order to compare the rate with rapidder Cisco, more important is China entered to pull Cisco ” China is made ” in the shadow of effect, latter is not willing this extremely. The meeting is special after we are in discuss ” China is made ” effect. Its main effect is, become to be able to be in beautiful Europe to give birth to the product that produce only originally, through can transferring for some time Japan is mixed Korea, then stay at China. The time that beautiful Europe company can profit goes to China from the United States only this paragraph of time is wrong, this paragraph of time can is as long as previously tens of year, there are a few years only now. Once a product can be made by China, so its profit space is met thin to Rangmeiou the company exits the market. Now, cisco and China bed competition is enveloped in this kind of shadow namely below. Because China mix to can have been produced Cisco compare but low-cost a lot of low end network equipment, accordingly, cisco is corresponding the profit of the product already by China support to seal. Cisco interior existence is mixed the problem with similar IBM, a few branches although photograph of wool interest rate is not lower than whole industry, but deduct the expense such as research and development, market and management, become deficit branch. Below the pressure of wall street, it must abandon the product of these small gain. Of course, cisco is mixed in high-end product the advantage on new product is China for short-term inside cannot compare, but, if a company leaves high-end product only, so it is in the monopolist that also cannot make total trade.

Making what Cisco troubles is, china it is this ” small company ” the rate that chases oneself is rapid breathtaking, because,this basically is China get neatly to compare Cisco much. In Cisco, a product appears on the market next to the test from project approving, design, development, each course is rigorous and complex, and China to be gotten relatively simply much. This kind of phenomenon not only consist in Cisco and China in bed competition, in the competition that is reflected in a lot of transnational corporation and Chinese native land company, include to be in Internet industry. It is reasonable that transnational corporation uses relatively conservative strategy, they should be accomplished only it is OK to develop more quickly than other transnational corporation, but ten million cannot make mistake, such, wall street is the most satisfactory. But, encounter the company that does not give a shop sign by convention when them, japan is previously, when the company that now is China, appear rhythm does not follow to go up.

China be a likelihood is China can mix exclusively in IT industry at present the company that the industry old on the world competes, this greatly because China manage to be mixed from company structure go up to had appeared on the market with beautiful Europe the company does not have what difference, at the same time China allow to be not to have a marvelous commander in chief. Ren Zhengfei, as an author and giant (Builder and Titan) 2005 be judged to be the 100 on the world by times weekly the most influential figure. It is the person that China regards a list of names posted up on author and giant as exclusively not only, also be the whole world is divided have not only absolutely beyond the United States one of a few people. China prevent Asian household company to want exclusively to notice is from promote declining fate.

Of course, china shake impossibly still for the near future of Cisco essential. These 9 years of profit from with Internet company arisen, had walked out of 2001 year the sale end cereal rises sharply. Here, we see Andy in - Bill’s theorematic action. In Internet industry, service company can start Gu Ge and Yahoo first, drive the outstanding achievement of network equipment company next. From the stock performance looks, arrive from 2003 last year, gu Ge’s stock takes the lead in growing, cisco and Juniper company have a lag, begin to restore since last year. We can see from inside the graph, what the stock of Cisco goes situation and cereal song be identical is first-rate.

Contrary, cisco and traditional and telegraphic course of study criterion not quite be identical. The stock that next graphs are Cisco and telegraphic line of business are big Verizon goes situation contrast

Current, the development of Internet still in the ascendant, want Cisco not to do folly only, a few years it will multiply Internet completely henceforth the 2nd times revolutionary tide develops smoothly. But, again how is in the future met?

4.Nuoweige’s theorematic fate

Those of dean of cereal song academy is gotten. Dr. Nuoweige says, have when the market of a company rate after exceeding 50% , do not count on again have in the market break up on rate time. This word is versed in in information industry is vast to circulate. This is a very simple truth, but often be ignored by leader of a few companies. In Internet bubble times, sun company was had feel ministry division of labor makes station market, market prise exceeds one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two dollars for a time. But, it still is expanding blindly try to develop the market further on workstation and server, result, once economy enters trough, workstation and server market contract quickly, although it holds the market share of 100% also of no help, in fact, the market prise of sun company evaporated 90% much.

Cisco company faces similar problem now. Although it held whole region by implement the market, it makes the company is in very hard also grow one times. And, because turn over rub the action of Er theorem, its turnover can not buy a few equipment because of how and constant proportional promotion. Accordingly, unless it can develop a new market, can become the next otherwise bright dispatch. Want to cast off Nuoweige’s theorematic fate, must be found and the dimensions such as original market is bigger new market even.

The cox Chambers early of Cisco against a rainy day. Cisco great strength throws VoIP (Voice On IP) , use the business that Internet calls namely, included to buy this domain to have the Linksys company of fame quite. In the meantime, cisco marchs storage equipment and service business, and also bought a few corresponding companies, the VoIP strategy that is it makes support by coordinated action. Previously, in phone times, the information communication on the world basically relies on line, everybody or the family is in the identifier of that times is telephone number. Of course farfetched agitate is not together these line, pass switching equipment connective however. Arrived Internet times, more information disseminate through Internet, what no less than corresponds like advanced face speech and mirror in figure of data traffic contrast in that way. At this moment, the expression of everybody and family is IP address, of course, network road by implement the position that replaced switching equipment of original programmed control. Cisco also replaced the position of bright dispatch. In fact, because the bandwidth of Internet exceeded the bandwidth of past telephone network far now, accordingly, deliver speech through Internet completely possible. Traditional telephone network does not need on such worlds, everything can undertake through Internet. Cisco him company has used IP phone to come for years, but gain ground to still need time all over the world. In the meantime, issue of a few technologies wants to solve, for instance the phone uploads sowed delay time problem through Internet, although this problem as network speed faster and faster and becoming is not apparent. Skype company had provided the telephone service of the whole world that passes Internet freely, but with the true substituent that Cisco should do the IP phone of traditional telephone call still has very big difference. Skype wraps can seasonable ground to hand opposite party to assure data of speech of a phone, it can duplicate this packets many line that much portion passes Internet to go up undertakes conveying, this kind of overbearing practice efficiency actually very low, the transmission efficiency that compares traditional telephone call is low still much. It is Skype abused Internet to be nodded freely so only, it is to let the telegraphic company of laid Internet covert actually buy sheet for it.

The phone can upload in Internet, cable television also can travel through Internet. In fact, a lot of families had used cable television, its circuitry can be used completely at call and getting online, should undertake of course a few transform. This among them commercial difficulty compares a technology to go up big, because these couplet enter domestic cable,control lives in hand of finite TV company. But anyway, tell cable of a high speed to be handled completely from the technology TV, phone and get online 3 things, all these comes true through be similar to the technology of VoIP. Let us might as well the distant view that will have a look at Cisco to be designed for everybody. Home Zhang is a 4 typical home, the son of the high school on in the evening should watch Chinese olive ball game, but the ball game when he comes home had begun half hours, but he still wants to look from the beginning. The daughter of elementary school should watch the cartoon film that the closest TV station of classmate introduction won’t broadcast today on, parents should look play to looked yesterday the film of the Sipierbaige of the half. These are impracticable before the requirement. Good now, the son set the plan of the match before the television, the plan that the TV station presses evening half hours transmits rugger contest technically for him. The daughter searchs that cartoon film before the television, chose to broadcast pushbutton on the remote controller, begin to broadcast her to think the cartoon that look in the television. There are a few afraid appearances among, she used speed function to jump, she must cover previously these pictures such as the eye go. When parents sees a movie, look from yesterday the place of the half begins, a telephone call of the friend was received among, they let the film stop 5 minutes, after 5 minutes, the place that the TV station interrupts from them continues to broadcast. Zhang Jiayi classics is very long did not buy DVD, because they think the thing that see has on Internet, and the effect that video effect is a cinema completely. When Home Zhang picks up the telephone, did not use the sort of present fixed phone, adopt the network way in the home with earphone of a blue tooth however by implement of implementation. After seeing the movie, the photograph of the element of 100 Zhang Yiqian every phenomenon that the daughter should go vacationing her is passed to the net to be shared with classmates, she waited for dichotomy bell to be finished only. This thing, need not think before, mix as a result of the flying development of broadband Internet now the occurrence of VoIP and similar technique, answer in 10 years of less than this can become reality. The speed that gets online when every family is achieved now 100 times of DSL, namely per sec. 100 Mbps, so every family can watch movie of 3 high definition at the same time, every need the bandwidth of 25 Mbps, remnant comes down 1/4 can use at the phone, the Internet that browse, play game, upload next passing the photograph is waited a moment. Because every have his IP, because this medium company is OK,offer different program for every family according to IP. As a result of the alternant sex of Internet, the user is OK oneself control video section purpose to broadcast, a movies will not look today tomorrow, it is OK that leakage drops a paragraph of news rebroadcast, a match because time is improper can fill later look. These programs do not need to record come down to be put in him home, put on network memory server however.

In a such broadband Internet worlds, all communications come true through X On IP. So what part does Cisco act amid again? Above all, it has the demand of the product to be able to continue to grow, and, a few the market is not big still now products of Cisco for instance the network stores server, demand will increase greatly. Because want to provide recreational service of the family through Internet technology, must be the content memory of movie and TV on the server of a few memory of this locality.

On VoIP and network movie and TV transmits device sphere, cisco becomes the leading sheep of this market the most likely, such it can be after Internet tide, build again on the tide of broadband communication revolution. Toward more long-term look, if Cisco can take the way of IBM, wash out the low end with its small gain ceaselessly namely product, allow the market actively China to wait ” China is made ” company, develop the growing site of new field conservatively, accomplish likely long fill do not decline. Otherwise, if its market with one adherence and existing meaning, cast off Nuoweige’s theorematic fate very hard, will become the next bright dispatch.

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The peak of tide the 7th chapter, the eyewitness of Silicon Valley (HP company) (one)

Filed under: Google Blackboard — Wrote by Lees on Friday, March 21st, 2008 @ 9:32 am

The person that publish: Google (Gu Ge) researcher Wu Jun

2002 a days of March year, a luxurious motorcade comes vast and mightily to at that time the 2nd big small mechanism of world builds Shang Kangbai (Compaq) the headquarters of the company. Triumphant Li. Feiaoli is graceful, in those days HP (Hewlett-Packard) the company’s high-key female CEO, like empress, hold in both hands month in the numerous star of a flock of greatly young officers, walk into the headquarters of Kang Bai company, the Kang Bai company that come is bought in accepting her to object sound in. This day is the honor in graceful lifetime went to Feiaoli one day of the utmost. Occupy Kang Bai’s employee to recollect, phenanthrene Ao Lina spends arrogant, extremely arrogant when tense, it is the attitude with accept a surrender accept a surrender of a conqueror completely.

3 years short hind, phenanthrene Ao Lina leaves HP cloudily. She a series of wrong decisions and she managed HP of the first giant star commonplacely to advance cliff limit. Fortunately after a year, HP is in new CEO mark. He De (Mark Hurd) below the leader, from Dai Er (DELL) the head that manufacturer of world personal computer recaptures afresh in company hand an ancient folding chair. But HP property had turned a consumption that gives priority to with home appliance into electronic company by company of a high-tech.

Although HP never has led the tide of which technology revolution, but regard Silicon Valley as the earliest company, HP witnessed the whole process that Silicon Valley develops, from do not have have, arrive from hardware software, cong Mou plants the history of HP the epitome that be being told on degree is Silicon Valley history.

1. in former days the star of Silicon Valley

Can represent the myth of Silicon Valley more than HP without any companies. 1934 year, two graduate of Stanford rest Yi is special (Hewlett) overcome with the clique special (Packard) there is this on the lawn that lies in Stanford great depression (Great Depression) the beautiful scenery after passing. Two plans run an electron company, should call Hewlett – Packard as to the name of this company or should call Packard-Hewlett, two individual decisions cast coin to see lot, end product is Hewlett won, had HP this name. But, till 1939 year this company just holds water formally, establish capital has trifling 500 dollar only, the major servicing of the company is the electronic instrument of oscillograph. Pass big fight 2 times, HP got developing. At this moment a good luck makes HP, Silicon Valley and Stanford rise with fashionable.

University of the Stanford after World War II encounters finance difficulty, stanford has the land of 8000 much acre, be equivalent to size of more than 10 Summer Palaces, and the land that it needs to use truly may be connected very one of be less than, up to now the earth that Stanford barren wears occupies one most still. But the will according to Stanford couple, the land of the university cannot sell, accordingly, cannot earn money from unused land directly. A professor that calls Teerman recalled a way later, he studied the will of Stanford carefully, did not prohibit above discovery Stanford goes out land rent. Then, stanford takes out a land, did Stanford industry garden (Stanford Industrial Park) , HP company is become garrison the first batch of companies of industrial garden. Start of HP company from here, the business got great progress, a lot of companies also as garrison Stanford industry garden. Arrived computer age, because these companies pursue the technology that concerns with semiconductor mostly, from now on here is called Silicon Valley. And Stanford university, not only spent difficulty, and rise from 60 time, become officer of world top name very quickly. HP becomes the typical delegate of Silicon Valley myth.

Come a few years, HP and Stanford are mutual guide and support, can calls yard officer cooperative example. HP obtained countless outstanding graduate from Stanford, give Stanford huge support on finance at the same time. It is namely in a long time, HP is the contributor with the biggest Stanford, include Pakete to contribute the department house that fastens to Stanford electron project.

To 90 years early days, the business of HP grows steadily, enter a peak, be like nuclear magnetic resonance from all sorts of electron instruments such as oscillograph, signal generator and costly medical treatment instrument, HP is the outstanding delegate of quality and technology. 60 time, HP enters small-sized computer field, 80 time enter laser printer and industry of ink jet printer, it still is the invention company of ink jet printer. 90 time, HP enters personal computer market. Full 50 years, the development of HP is successful. If be in the company that asks Silicon Valley is the famousest at the beginning of 90 time,be which, 10 have 10 meetings to answer HP in the individual. At that time, HP is the working company of first selection of student of a lot of Stanford. Conveniently carries, HP is one of companies that enter Chinese computer market the earliest.

90 time later period, HP experienced very not successful transition, this once brilliant Silicon Valley giant star is gradually bleak came down. Today, in the numerous company that gives in Stanford be pregnant with, everybody mixes HP and Cisco, Intel very hard Gu Ge is discharged together. If do not have miraculous happening, later its foreground still bleak.

Of course, some people can feel I the computer company with whole world top now turnover (today’s HP turnover is higher than IBM still) saying is foreground is bleak in former days chrysanthemum has bit of exaggerate sth just to scare people. But if look below two pieces of chart, see among them reason not hard.

The blue line in the graph represents the turnover of the company, red line represents net profit profit, the unit is 1 million dollars, and Huang Xian represents profit margin partly. Above this company besides when the economic depression after 2000 turnover has had outside gliding, maintain growth all the time, and net profit embellish is to rise sharply more, profit margin from the 6-8% ten years ago (expanded in the graph decuple) the 10-12% that increases to now. Actually, 2000 year because it sold a few benefit bad branch,this company turnover glides is, and profit does not have an influence. The investment according to Buffett is theoretical, the stock of this company can purchase extended hold.

Let us see this company now, before 1999, it basically is mixed the curvilinear be identical of the first company, although its profit margin is opposite inferior. But, 2000 after year, although its turnover basically is sharp growth, have small coast twice however. The gain that bad is it however ignore tall ignore low. Its profit margin did not rise not only, still drop somewhat, and be in 10% all the time. Accordingly, the gain ability of this company is suspectable. If we understand it to arrived 2002 again 2003 year because bought an a lot of companies,turnover jumps is, so the capacity that we expand to this company oneself more suspected. According to Buffett’s viewpoint, this kind of company that goes up to fall suddenly suddenly cannot be cast, because it protects not neat where,the day can break down.

Let us see truth now, this is which two companies after all. The first is general and electric GE, the 2nd is HP, this is industry of the electron on the world two the biggest companies. Consider GE cannot calculate a real IT company, so HP can sit the head of IT industry turnover an ancient folding chair. Regard the largest personal computer on the world as the manufacturer originally, HP should be the biggest person gain profit of personal computer revolution originally, but this comes nearly 20 years it goes tumbledown. Does its reason where?

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The eyewitness of Silicon Valley of the 8th chapter, HP company (2)

Filed under: Google Blackboard — Wrote by Lees on Friday, March 21st, 2008 @ 9:32 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.In former days the star of Silicon Valley

2.Open to question life and death is chosen

The reason of HP be on the wane has two roughly, the leader’s mistake and ” Japan / China is made ” concussion.

Enter 90 age, individual personal computer begins to gain ground in the United States, whole market growth is very rapid. The experience of the client of the small-sized machine with recumbent and original HP and market, entered personal computer market easily. Because its traditional user is medium,Xiaogong manages and the school, HP opened an university without beautiful too great strength, institute and in the personal computer market of small company. HP has been made stealthily from the instrument actually to computer industry transition, mixed 1989 it bought Apollo of two computers company and Convex early or late 1995, of course it is to want both market only, the small-sized plane that changes these two companies’ original client him HP next and workstation. To 90 time metaphase, HP makes collect science instrument, medical treatment instrument and computer product at a suit gigantic without bully model company, and reach peak as the rapid development of American economy. In those days, HP is the 2nd large computer that the whole world is next to IBM and instrument manufacturer, its product line is longer than IBM even, small the product to and so on of calculator, avometer, arrive greatly machine of the most sophisticated nuclear magnetic resonance of instrument of civil medical treatment. The computer is a kind of product that HP grows long product line to go up only originally, just arrived the 90 time development as a result of computer industry, computer department included the turnover of its peripheral to exceed the in part of whole HP, ability is seductive all the more.

But, because the product line of HP is too long, HP interior is very confused, further progress burden is very heavy. And, HP is very much fine long hair is irrelevant between the product, cannot form an advantage complementary. Accordingly, for the development henceforth, HP must undertake adjustment on the product. In last centuries 90 time, what the company is adjusted and recombine is the simplest, economically the most lucrative practice comes off a few branches from the company namely go out to appear on the market alone. HP chose this kind of way. Next the problem sells which branch namely.

Will tell commonly, the company can sell a profit margin low, to him otiose, the section with bad foreground and average grows the company with far helpful development to the company, for instance the IBM below Guo Shina’s leader is such. But, HP next two the biggest fractionation on phylogeny are mixed and buy, it is to do exactly the opposite however, because of bound of this science and technology and wall street up to now very open to question. And trade twice this the predecessor CEO of Dou Hehui general triumphant beautiful. Phenanthrene Ao Lina is concerned. The ability that the person of Zhu Geliang of after the event heads a firm to her is suspicion very. Actually, first time company recombines, be about to bilk the instrument branch with build up (namely present An Jielun company) come off appear on the market, phenanthrene Ao Lina does not decide, because the board of directors comes in her,the decision is made before HP. But because be phenanthrene,Ao Lina carries out, because this is very much,the person remembers this account book to her head. It is the 2nd with go from bad to worse and the Kang Bai company of deficit is amalgamative, this thing is phenanthrene Ao Lina is in include to rest Yi is especially familial overcome with the clique especially familial inside a lot of in objecting sound, facilitate. My individual thinks to come off Anjielun looks not wrong now for the first time, because the fact proves what Anjielun develops is bad, but He Kangbai is amalgamative necessity is not big.

Let us return 1999, two fractionation that have a look at decision HP destiny are mixed and buy. 1999 when year, the product line of HP divides into 3 direction: Traditional scientific instrument, for instance avometer oscillograph; Medical treatment instrument, for instance nuclear magnetic resonance; The computer reachs its peripheral. We might as well have a look at HP to be in the foreground of these 3 domains.

In the first domain, HP has the advantage on the technology, its competitor basically is Japanese company, latter is chased very quickly, and Japanese product has an advantage in the price. This domain development is stable, profit margin is stable, but market scale is not large, accordingly, sell it follow a rational line to do some work well. Medical treatment instrument this industry profit is rich and generous, because the threshold is very high, new company is entered very hard, accordingly opposite competition is not very intense, HP all over the world true adversary has current electric equipment only (GE) . (go up in nuclear magnetic resonance, the company of Germany and Japan wants difference in what American company compares on character a few. ) but growing is not very fast, especially new technology and equipment should pass FDA attestation ability to produce a sale, because this research and development is extremely periodic long. Tell from reason, HP should withhold the branch with this rich and generous profit, because company of all through the ages is,come off the department with small gain and reservation profit is high. But, GE this adversary can not be general adversary, come about a hundred years, it is the rare evergreen tree on the world, and HP cannot surmount machine of its nuclear magnetic resonance forever. Accordingly, HP goes out cent of its branch of medical treatment instrument perhaps is not a bad decision. The fact proves, today’s Anjielun cannot overtake really the branch of medical treatment instrument of GE.

Finally, let us see HP be in the state of computer domain. HP rises from seventies, HP entered computer market successfully. This industry grows in 20 years of in the past very fast, but competition is intense, profit margin is low. In computer domain, HP has a lot of competitors, mix to the Sun later from inchoate IBM, DEC Dell. The technology that enters this field and commercial threshold are not high, very easily new company is squeezed come in. Apple and Dell are very for instance fast from do not have have, very big territory under one’s control was taken in computer hardware domain. Apparent, HP is rate grows in what bet computer industry, with development speed offsets the loss on profit margin. But, HP company perhaps oversight turn over rub the action of Er theorem, company of hardware of a computer needs beard development exceeds rub the rate that Er theorem sets ability is significant, otherwise, profit general one every day atrophic. Accordingly, the effect of this kind of gamble up to now open to question.

The another fist product that HP bets is its printer. The commercial pattern that HP decides to use Ji Lie, the money that makes costly bit through low-cost tool carrier, its plan is cheap sell printer, sell ink box at high price next. The market strategist of HP people had calculated this debt carefully of course, but, they underestimated the effect that Japan produces. Up to now, HP accepts Aipusheng and fine all the time on printer market can minatory.

Should tell, 1999 year although HP is big, but not strong. This resembles the Hunan country of moment of Chinese the Warring States a bit. The board of directors of HP hopes to do HP formidably of course. It must decide cent goes out which branch, withhold which branch. Branch of medical treatment instrument although profit margin is high, but in GE dozen control next development finite, the course brews for a long time, just decide will scientific instrument and branch of medical treatment instrument are divided go out, establish a new company An Jielun, next new HP is good concentrate energy at computer industry. So big company recombines to want to a person that has experience will carry out of course, HP company board of directors took a fancy to Feiaoli to graceful fractionation is mixed and buy the experience of the company, break rules the CEO that chose her to take up the post of the HP company with the oldest Silicon Valley, will carry out the matters concerned that Anjielun appears on the market.

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The eyewitness of Silicon Valley of the 8th chapter, HP company (3)

Filed under: Google Blackboard — Wrote by Lees on Friday, March 21st, 2008 @ 9:32 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.In former days the star of Silicon Valley

2.Open to question life and death is chosen

3.The most open to question CEO

A lot of people think triumphant beautiful. Phenanthrene Ao Lina is the poorest CEO on HP history. At this o’clock I dare not affirm, but, without doubt, phenanthrene Ao Lina is HP history go up the most open to question, also be most the CEO of limelight. As a professional female, pulled down inside 5 years companies of on the world two the biggest science and technology (AT&T and HP) , chaired huge trade twice to incorporate again (of bright dispatch and flying benefit riverside joint-stock, of HP and Kang Bai buy) , feiaoli’s graceful contribution or fault has been any professional handler be likened to very hard. Because this humble Ao Lina is the object of the attention of media undoubtedly, of course herself also likes to be on media limelight.

Feiaoli is graceful from AT&T the most rock-bottom make, become the senior vice president of AT&T 15 years merely, should be to have outstanding place. Perhaps in those days HP considered this ability to ask her to become namely of CEO, but factual proof, feiaoli’s graceful outstanding place perhaps is good project oneself only, let the outside and boss notice her. 1995, she became the executive vice-president of AT&T to be in charge of AT&T and appropriate of housekeeping of bright dispatch cent. After breaking up, she became the second in command of bright dispatch. Next, she managed the joint-stock company of bright dispatch and flying benefit riverside, the joint-stock company that this both sides invests one billion seven hundred and five million and thirty-two thousand seven hundred and four dollars connects a noise to did not hear failed. 1998 year, phenanthrene Ao Lina is judged to be whole world business circles by fortune weekly most powerful female. The 2nd year, should look for an individual to come when HP when fractionation instrument branch, thought of her naturally. The HP of 60 years of histories greeted its first place also is the CEO of a female with exclusive heretofore.

Ao Lina of 6 month humble assumed office 1999, come off instrument branch appear on the market, from now on, on the world many gave company of an An Jielun. That is the time with American the maddest stock market, an Jielun’s share price from original every 19-22 dollar, promote 26-28 the dollar, final before appear on the market flashy be in surely 30 dollars, financing is close 2 billion dollars. November 17 date, an Jielun hangs out his shingle in new York stock exchange appear on the market, that day with respect to overgrowth 40% , market prise amounts to 20 billion dollar (exceed 100 million dollars of today’s 130) , among them most probably the stock of above masters in HP hand. Absurd at that time is, the stock of HP rose madly also that day 13% . It is very absurd that this kind of phenomenon looks in Buffett of investment Great Master, the Lun Feng that bring victory goes up, explain HP sells compensate, HP should drop just is. But, in 1999 year the time of insanity of that stock market, this kind of not rational thing always happens. So far, feiaoli’s graceful job everything is normal.

HP appears on the market from what install nimble human relations got the ready money with considerable brushstroke, the difficulty after this cash helped HP overshoot a few years. Now, phenanthrene Ao Lina must take out true original story thin body HP does well. Very regretful fall in her leader, the core business of HP is Wang Xiaoer spends the New Year, be inferior to one year one year. It lags behind at sun company far on the business of workstation, flat later exited competition. In personal computer domain, it is bigger and bigger from the difference of Dell of the person that precede, and be without turn round evidence. In printer business, the wishful thinking that it sells printer to make ink box is hit at all not noisy, (we analyse its reason even at the back) . On printer market, although HP is the biggest company on the world, but market share can be mixed to love general give birth to nibble by Japanese company fine ceaselessly however.

Want to recapture market share, the basiccest measure is to transform oneself, enhance competition ability, the Grove of the Guo Shina of IBM and Intel, include HP the CEO He De later is so do. But, this need has true ability. And the the simplest, swiftest method is to buy the market, buy a company namely. Phenanthrene Ao Lina is the connoisseur old hand that the company buys, she was taken a fancy to still hold share of personal computer market at that time the 2nd, but the Kang Bai company of go from bad to worse. Feiaoli offerred gracefully to include HP by two author are familial inside object. Many partner are afraid and original already gain not the HP of beautiful, carry the Kang Bai of a deficit on the back again, will procrastinate finally break down HP. Dell occupies the 31 % of market of American personal computer at that time, and Kang Bai adds HP to occupy 37 % . Feiaoli’s graceful wishful thinking is make the world’s biggest personal computer company through incorporating, form the advantage to Dai Er. Actually, the prime cause that HP is in and inferior position is in in the competition of Dell depends on, the problem of HP is capital have enough to meet need not quite fast. The capital of Dell a year about can have enough to meet need two above, and HP once. That is to say, although the profit margin of Dell has the in part of HP only, it also can be obtained and latter and same gain. Such, the space that Dell computer depreciates is very large, very easy and occupational market. Buy Kang Bai to be able to not solve this problem apparently.

Feiaoli is graceful bought plan to suffer H and P in the board of directors these two familial object consistently of the 2nd generation. To make plan gets passing, have to want all shareholder plenary meeting agreed. Feiaoli is graceful small shareholder is voting in doing a lot of jobs to arouse, make this offer to pass, final partner people with 51% pairs of 48% approval the decision that buys Kang Bai. In this approve of ticket of 51% , have quite scale is the bank note that phenanthrene Ao Lina plays. 2001, 911 eve, of the dollar of the biggest billion of a stupid person on this HP history buy trade to be finished eventually. Because wall street is not valued generally to this, new HP is in trade finish the stock fell defeat close 20% that day. The of 911 horrible assault after a few days happened, take a sudden turn and become worse rapidly of American economic situation. The business suffer a disastrous decline of new HP. 2002 year, HP appears ten years to come first deficit of a huge sum.

Merge into after Kang Bai, HP did not get imaginary medium Kang Bai increases the market share of HP, the 2002-2003 in market share lowest year, it and the share that maintained health Bai Yuan to have constrainedly only. It is on commercial history, similar issue happens constantly, after two companies that are in inferior position in competition are amalgamative, did not receive cumulative market share not only, and achieve only both and amalgamative before little that. The reason is very simple, the company that is in inferior position in competition is sure the problem that has its management. If these problems are couldn’t get,solve, the problem after incorporating can turn over times, meet in competition more be in inferior position, lose market share further thereby. This is just like a few lump coal to be put together is one caboodle coal, is not the diamond that can shine. The HP company below Feiaolina’s leader is original already the question is great, plus a problem more Kang Bai, the problem that form a pile exceeded her ability to be able to be handled already. Original, phenanthrene Ao Lina should center energy to solve in-house problem, if she is capable,solve the word of these problems. But, the dead end that she of crave for greatness and success chose the road of an eager for quick success and instant benefit to walk into. Phenanthrene Ao Lina is this to incorporate in her autobiography undertook feature-length explains, and attack rests Yi is especially familial with Pakete familial, blame medium. But the people does not have show respect for, the shareholder that annoys in fact accused her in a few days after incorporating court.

In HP of in control of of phenanthrene Ao Lina next 5 years, phenanthrene Ao Lina turned an electric equipment into the company from company of a science and technology. It is with GE, IBM and Sun company of such science and technology competes originally, its exuviate turns into now and Buddhist nun of Dell, all alone, beautiful can be mixed the small gain that loves general to give birth to a kind is average electric equipment company. In Feiaoli’s graceful lieutenancy, her individual appears in all sorts of media again and again, (of course, her explanation looks for her for media. ) but this Silicon Valley has HP most historical company is being forgotten gradually. It was defeated by Dell in individual machine domain, beautiful was defeated on digital camera can, Nikang and Suo Ni, aipusheng and beautiful were defeated on printer can, can saying is suffering a crushing defeat.

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The eyewitness of Silicon Valley of the 8th chapter, HP company (4)

Filed under: Google Blackboard — Wrote by Lees on Wednesday, March 19th, 2008 @ 10:23 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.In former days the star of Silicon Valley

2.Open to question life and death is chosen

3.The most open to question CEO

4.The impact that the Asia makes

Feiaoli is graceful another hopes at that time are, ground of the get sth done once and for ever after selling printer makes ink box money. This strategy also is done not have practicable, the face has the factor besides technology and commerce here, still have more deep-seated reason, come from the impact that the Asia makes namely. Now, china is made made a modern statement it seems that, because China is the world,production arrives home from toy, dress all sorts of consumable such as report, include Burberry and Armani even inside luxury. But, I think the Asia that tell is made here is not to point to Euramerican in the Asia the bag outside undertaking is machined (for instance the Guo Taiming of Taiwan) , point to however picture Asian oneself company replaces Euramerican company thoroughly on a few industries, for instance this abundant cropland, cropland replaces general motors and Ford, associate replace IBM to wait a moment. Very unfortunate, HP is Asian percussive prey.

The IT after World War II, mostly traceable United States, and the center that Silicon Valley is world innovation more. Although 2000 year Silicon Valley receives Internet bubble to break down blow is the biggest, but, it still is IT is mixed (be a delegate with Genentech) the center that biology technology innovates, but, differ before with World War II, the new technology with each Euramerican traceable, how long is have more than is needed met by Japanese, there still is Korea support of the people later Chinese control. Then, after a kind of technology comes out, euramerican company is in when doing not have Asian competitor, can make difference of a time, make profit of a high specified number. Previously, this time difference has a few years, had shortened now shorter even. For instance, the day of the Japan 50 years ago stands and soft coarse company makes the time that gave the oscillograph that can rival HP to spend ten years, and arrived 889 time, beautiful can be modelled on the ink jet printer that gives HP did not spend any time almost. Come so, the company such as HP must not be on bad terms Asian company face-to-face competed.

In 90 time end, gain ground as what count a camera, the market of camera of high quality ink jet rises quickly, but because beautiful can wait for Japanese company to join with Aipusheng,compete, the profit of ink jet printer was compressed greatly. The price of the itself of printer of chromatic ink jet of a high quality does not cross 100 dollars to fluctuate. Accordingly, rely on to sold printer not to make a few money apparently. What HP decides the price of printer ink box at first is very tall, an ink box is the half of printer price about. This is the practice that Jilietong shaves tool carrier makes bit money too. But, the ink box of HP and the razor blade that auspicious lists have a very big distinction. Shave bit is a minute of price a minute goods, ji Lie’s razor blade is compared cheap inferior quality is real really good many, and shave bit is a kind of special commodity, do not get cursorily to it, using an inferior razor blade to blow turn against can not be an interesting thing. Accordingly, the masses turns around razor blade of the row that choose auspicious. Printer ink box is different, the ink box itself of HP is produced by OEM factory of China, it and compatible ink box are being used on without what difference, but differ however on price went out 5 to decuple, because this is very much,the person does not buy HP so called install ink box formerly and use compatible. HP prohibits later of compatible ink box sell, but beautiful can not prohibit with Aipusheng, then the printer of flat Lian Huipu also did not buy people. When ink jet printer just came out, HP is regnant this market, and now, although it still is the firm with this the biggest field, but the portion of alive bound is remained only hundred.

The effect that the Asia produces depends on restricting profit margin not just, and still participating in at Asian company draft commercial pattern and game regulation. If do not have beautiful to be able to wait for Asian competitor with Aipusheng, the land of commercial pattern get sth done once and for ever that HP uses Ji Lie likely still probably earns money. Now, it wants not only and Japanese company face-to-face compete, go earning printer itself to nod small profit of small as the head of a fly then, and get sth done once and for ever earns the money way of ink box money to also be broken. For the impact that quits Asia makes, euramerican company encourage and support acting treatment very namely the Asia is made like OEM, can reduce their cost so, but meeting the brand that company of Asia of obstruct of leave no stone unturned makes him, because be met so,produce menace to them. Such OK telling, american company likes Tai Ming of OEM king Guo very much, like the favour below the pine not quite aid and China bed Ren Zhengfei.

From 2003, rose 2004, whole Silicon Valley begins to anabiosis, a lot of companies are returned and exceed 2000 year level. But, HP did not have the evidence that improve. Wall street treats the stock of empty HP ceaselessly, the partner that be driven beyond forbearance people decide to drive away the phenanthrene Ao Lina that is without contribute eventually. According to the convention of American company, HP provides the pension with her rich and generous brushstroke, offer resignation by herself next, such everybody on face good-looking. Phenanthrene Ao Lina is faced still mix from the cash that HP investor took away on 100 million dollars in the hand stock. But, partner people would rather spend money to ask her to go. Phenanthrene Ao Lina leaves his post that day, the stock of HP rose greatly 10% . This is bitter lesson, if a company cannot have picked to steer a boat,it explains person, replacing his cost later also is very tall.

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The eyewitness of Silicon Valley of the 8th chapter, HP company (5)

Filed under: Google Blackboard — Wrote by Lees on Wednesday, March 19th, 2008 @ 10:23 am

The person that publish: Google (Gu Ge) researcher Wu Jun

1.In former days the star of Silicon Valley

2.The life and death of controversy is chosen

3.The most open to question CEO

4.The impact that the Asia makes

5.Peak loop turns

The helmsman with new HP is mark. He De. Whether can the everybody before he assumes office turn round HP to him this old, big, difficult company also does not have a bottom in the heart. Pardonable also, before 90 time, the high profit of HP is very high, rhythm also has nothing to do with a few slower, the very much old stuff of HP had been been used to incompact not slow work means. This kind of appearance is competing very hard apparently live on intense personal computer market. On the product, HP and competitor photograph also are done not have than a bit advantage. After two years, demosthenic fact proves, the He Dezheng with blunt style is the good doctor of cure HP. He De spends time to do those beautiful Powerpoint rarely umbriferous film, be in directly however white board on write keep a picture. He De tells great truth rarely, it is to use digital speech. He makes a hour of report, often should cite a few numbers, average a minute.

He Deyi assumed office to undertake the reform of bold and resolute to HP, he above all dissolve the level is very high but not large to HP good research department. The academy history of HP is ages ago, besides him HP each inchoate institutes, still include Cong Kangbai to accede the academy of the original DEC that come down. Latter once was the computer academy that the United States is next to IBM academy. HP academy includes to have winner of graph clever award inside a lot of famous scientists. But, since HP had become company of a home appliance, so the necessity that raises so much scientist is not big, accordingly He Deguo breaks ground dissolve this branch. In the meantime, he De also had corresponding thin body to other branch, HP altogether cuts down the member of persons employed 15 thousand people. In the meantime, to decrease queasy, he Deji maintained company 2004 originally year framework, divide into service line of business namely (TSG) , personal computer (PSG) with the equipment that print (ISG) 3 main branches, (still have a few small independent departments of course) .

The 2nd thing that He De does is the market that recaptures a PC from inside Dell hand is had lead. He Decai was taken sell mode to sell goods on a commission basis instead continuously with Dell method. Previously, dell relies on to sell the cost that reduced current channel greatly continuously, make Dell makes the United States’ cheapest brand machine. The sells means to be considered as it to succeed up to now continuously experience of Dell. After HP buys Kang Bai, try to copy the pattern of Dell in a long time, but do not successfully, have the taste of toddle of the Dan that nod Han instead. The experience that hertz heart knows other people is successful is appropriate to him may not, sell goods on a commission basis because of what this chose to suit this mode. Previously, the computer kind
Electronic product basically is mix by Circuit City 100 think of buy (Bestbuy) store of such electric equipment chain sells goods on a commission basis. These inn can offer inn of general general merchandise to do not have some after service to old electric equipment. But, today PC machine basically is to switch on the mobile phone to be able to be used, discard as useless won’t bad before, do not need what service. HP was strengthened later with the United States the collaboration of the biggest shopkeeper Wo Erma and the biggest member inn Costco, put the PC of HP to the goods shelves of these two inn directly. Inside a few short quarters, the market of HP is had rate exceed Dell, house world the first.

The Wu of another great undertaking of HP is printer, gain ground in the light of what count a photograph, HP is flat rolled out the printer of a lot of special color ink jet that print a photograph technically. This kind of printer has the lexical volume of a thirty-twomo only, do not need couplet to enter the computer, OK from camera 4×6 perhaps is printed directly on memory card inch photograph of high resolution, high quality, very convenient. These printer market are very good. In the meantime, HP prints a company in the light of major, rolled out printer of a variety of resolution of wide panel height. The course tries hard, HP basically turned round the declining tendency that printer market share glides.

We are mentioned in front, HP decline has two reasons, it is the capacity issue that predecessor leads, the 2 electric equipment industries that are its body part accept the impact that the Asia makes. Now, the first problem of HP was solved. He Dexian is a competent leader like that, below his leader, HP passes the effort that controls one year, profit margin broke up one time almost, the stock of the company also rose one times. HP was on the right path that develops steadily afresh again. But, present HP had turned the biggest home appliance on the world into one of companies from company of a science and technology. The growth that it serves a field in the computer is far grow in manufacturing industry without it fast. But, who can solve another knot disease apparently. Computer manufacturing industry suffers instead rub Er is restricted theorematicly, get at the same time Asia, here basically is the concussion of Japanese company, the day won’t be very good over- . Will tell to investor, this perhaps is not a favour. Because the computer is mixed now the profit of electric equipment manufacturing industry not only low and extremely flabby
Calm. Next graphs are this 5 years come, share of home appliance industry (include Suo Ni, pine to issue the company of a few electric equipment with the United States to wait) walk along the contrast of situation with grail, from inside the graph we can see, the stock of home appliance industry (blue line) not only redound is inferior to grail (red line) , and go up to fall suddenly suddenly like doing switchback, investor likes this least of all.


Worse is, HP had been hit the number that consumes electronic company, for such engineers to yearning innovation and scientist, HP is the first selection that they work no longer, this is adverse to the long-term development of HP. Be in next in a few years, get Andy - Bill’s theorematic influence, to run Windows Vista, what the computer of HP can sell is pretty good, make clear on the outstanding achievement that sees it still is met pretty good, but its market share, especially the nibble that the portion of overseas market can suffer an Asia to make, foreground is not very wonderful.

Although HP is a big company, but it never has led which technology tide. Accordingly, it initiates the possibility that gives a new industry not quite. (it is different from an apple, latter has the gene of innovation, because this can be finished,arrive again to IPod from personal computer of IPhone transfer. Former very difficult transition. ) the delegate that it is the Silicon Valley that is core times with semiconductor and computer hardware in those days, now the Silicon Valley of the day, semiconductor has become more and more not important. HP cannot have been represented today the tide of Silicon Valley, this also is me telling HP in the begining is bleak the giant star’s reason.

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Google Answers researcher releases interlocution website before

Filed under: Google Blogoscoped — Wrote by Lees on Saturday, March 1st, 2008 @ 12:03 pm

Uclue.com is a new site, by a flock of once was Google Answers (shut now) working researcher is built. This very cruel, and I hope the colleague before me is the most marvellous! (exposure: I am paying close attention to this website beyond go up line, nevertheless I am participated in without actively go in. ) I am very glad also to have now another kind of kind goes raising serious question. And I am very curious this system can move in the future how. Of course, the biggest obstacle can be correctly sale serves this, in order to find a lot of people that ask a question (especially the people with pressing time… because if Yahoo Answers photograph is compared,follow a competitor, when you do not want to invest money, normally you must invest more time) .

Have a try, I had asked the first question: How is Uclue compared with the Google Answers photograph previously? Registered procedure is very simple. Pay very simple also: You will pay you to consider disbursement amount through PayPal, if nobody answers your question, you can be in get refund later on (your payment has 75% meetings to be paid researcher in amount, remain by Uclue go off with) . Anyhow, this website is used very easily, go up in the design nevertheless — Logo, a few color — still have optimized space. Thank David! Thank David!!

Newer: The David of Uclue answered the question of the distinction of my new service about them and old Google Answers. Mention in his answer:

Query cost: Stick a problem, GA [Google Answers] wants collection the charge of 50 cent, this charge is done not have in Uclue.

Price limits: The price that Uclue accepts an issue is 5 dollars to 250 dollars, of GA is 2 to 200 dollars.

Pay: In Uclue it is to pay beforehand, terms of payment can be PayPal or credit card (this function has not debutted… depend on a bit the country that the client is in) . GA accepts credit card only, and be ability pays to be able to be handled after be being stuck to come out when the answer (attention, “Pay beforehand ” the function is by us the configuration of existing software is caused, may change later) .

Limits: Uclue won’t take a risk on any problems that break the law apparently, we also won’t write paper and exam for the student. Besides these, basically every topic can be accepted. We can answer the question about him Uclue even (for instance this replies now even if) . GA has the restriction of some of oneself on this.

Language: GA has English only, uclue can handle the issue of 3 kinds of languages, english, German and spanish, and still can add more language possibly in the following development.

Hot Bot: Walk back and forth on Uclue website without automatic robot and lock up the issue that includes specific content surely automatically.

Evaluation: In Uclue the client can modify his opinion, this function is done not have in GA.

The identity: I think you can discover the identity in researcher is mixed / the Uclue on the problem that perhaps falls can be done more casually.

The question that I still asked to another becomes an Uclue researcher about how (show level, the researcher ability that you once must be Google Answers is joined) , the researcher of the GA before still wanting to know what to there is now additionally had worked in Uclue. Uclue offerred this list:

Angy answerfinder bobbie7 byrd clouseau cynthia davidsarokin (pafalafa-ga) denco easterangel eiffel guillermo hummer jdboyne (jdb-ga) journalist umiat livioflores nancy palitoy peter (hedgie-ga) pinkfreud politamar (politicalguru-ga) rainbow richard scrip

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