一个问题是,在声明中,惠普对于如何处理其个人电脑业务问题,态度不明朗;对于计划高价收购Autonomy的理由,也没能说得清楚。另一个因素是,很多股东看重的是短期利益,惠普的营业额和利润数预测数双双减少,吓跑了不少投资者。但最大的问题是,惠普上任不久的总裁里奥?阿普赛克所冒的风险实在有点大,他试图效仿IBM,降低惠普对计算机硬件的依赖,转而主攻计算机软件和服务。
To grasp what HP has in mind, one has to understand the two main currents in the ITindustry. First, nearly any new technology quickly becomes a commodity that is easily copiedand hence not very profitable. This is why IT firms are always trying to move up the stackinto software and services, where margins are higher. Second, the biggest IT firms typicallycontrol what is known as a platform: a digital foundation on which others build theirproducts, such as Microsofts Windows. This allows them to capture a disproportionate shareof the industrys profits.
要想了解惠普的意图,必须先要弄清IT行业的两个主要趋势。第一,几乎所有快速被商品化的新技术都很容易被对手模仿,因此利润不多。这也是IT公司总是想着要上移堆栈,进入营利较高的计算机软件和服务领域的原因。第二,所谓的计算机平台往往由最大的IT公司独自控制,平台是其他公司产品的电子基础,微软视窗就是一个例子。这些大公司因此能够获得行业利润的较大份额。
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