从这里了解印度人对中国的看法

美国网民评论:联想CEO考虑收购黑莓

2013-03-19 00:02 16个评论 字号:

美国网友评论:联想CEO考虑收购黑莓。联想表露可能收购黑莓导致纽交所黑莓股价上升14%。联想CEO杨元庆告诉法国金融报刊“Les Echos”,“联想可能最终收购黑莓,但是需要首先评估这个决定。 这个交易可能很有意义,不过我首先得分析市场以及具体了解黑莓公司的重要性。”杨元庆说。这个声明与联想CFO黄伟明在1月份的说法一致,即联想一直在寻找更多的收购机会—包括收购黑莓。然而,黑莓CEO 并未对此可能的收购发表评论。

译者:少年张学友
译文来源:http://bbs.santaihu.com/thread-3846-1-1.html
原文链接:http://www.dailytech.com/Lenovo+CEO+Considers+Buying+BlackBerry/article30101.htm

联想在考虑收购黑莓

BlackBerry isn’t saying a word about it, but it’s shares are rising

Lenovo’s slip about possibly buying BlackBerry sent the BB10 maker’s shares up 14 percent in New York.

Lenovo CEO Yang Yuanqing told French financial newspaper “Les Echos” that it could eventually buy BlackBerry, but it needs to review such a decision first.

“[The deal] could possibly make sense, but first I need to analyze the market and understand what exactly the importance of this company is,” said Yuanqing.

This statement falls in line with what Lenovo CFO Wong Wai Ming said in January, which was that the company was looking at many opportunities — including BlackBerry.

However, BlackBerry CEO Thorsten Heins hasn’t addressed a possible takeover yet.

“As always with these topics, we will talk about things when they are ready to be talked about and ready to be announced,” Heins said in January. “There are other constituents in the process that need to be involved — if there would be anything.”

黑莓对此不置可否,但是其股价已闻声而升。

联想表露可能收购黑莓导致纽交所黑莓股价上升14%。

联想CEO杨元庆告诉法国金融报刊“Les Echos”,“联想可能最终收购黑莓,但是需要首先评估这个决定。 这个交易可能很有意义,不过我首先得分析市场以及具体了解黑莓公司的重要性。”杨元庆说。

这个声明与联想CFO黄伟明在1月份的说法一致,即联想一直在寻找更多的收购机会—包括收购黑莓。

然而,黑莓CEO Thorsten Heins 并未对此可能的收购发表评论。

“关于这些话题,当做好拿出来讨论和公布的准备时,我们会去讨论的,”Heins 在1月份时如是说。“这个过程中会有一些其他涉及的因素—要是真有的话。”

BlackBerry shares increased 14 percent to $14.90 at closing in New York after news of Lenovo’s interest got out.

BlackBerry, formerly Research in Motion (RIM), has been trying to make a comeback after losing market share to the likes of Apple’s iPhone and Android-powered mobile devices. Even government agencies, which traditionally used BlackBerry phones, have started using iOS and Android products.

BlackBerry introduced its latest line of software and devices — BlackBerry 10 (or BB 10) — in January of this year. At that time, it revealed the BlackBerry Z10 and the Q10 phones.

The Z10 finally came to the U.S. today as AT&T begins its presale for $199 (with a two-year contract). The phone actually ships March 22.

It remains to be seen whether BB10 will save BlackBerry, but Heins seems optimistic. He was recently quoted saying that Z10 sales in Europe were “encouraging.”

在联想对黑莓表露兴趣的消息发布之后,纽交所收盘时黑莓股价涨了14%至14.90美元。

在与苹果手机、安卓系统移动设备竞争中丢失市场份额之后,黑莓,之前的RIM,一直试图卷土重来。甚至传统上使用黑莓手机的政府部门,也开始使用iOS与安卓产品。

黑莓在今年1月发布了最新的软件与设备–黑莓10。同时公布了黑莓Z10与Q10手机。

Z10最终进入了美国市场,AT&T将其以199美元的价格预售(签约2年的合同机)。手机正式发货将在3月22日。

值得关注的是黑莓10能否拯救黑莓手机,不过Heins倒是对此挺乐观的。最近他透漏Z10手机在欧洲的销售情况振奋人心。

以下是网民评论部分:

译者:少年张学友
本文论坛地址:http://bbs.santaihu.com/thread-3846-1-1.html

Lame
It’ll be the lamest acquisition in Lenovo’s books. BBRY is a dead brand, and it’ll

reflect in Lenovo’s “goodwill” if Lenovo actually acquires BBRY.

Don’t waste your money, Lenovo. Focus on PC hardware – don’t make the same mistake

HPQ made with WebOS.

这将会是联想历史上最悲惨的收购。黑莓品牌已经衰落,如果联想确实收购了黑莓,这凸显了联想的善良。

联想,不要浪费钱了。关注你的电脑产品–不要犯惠普对WebOS所犯一样的错误。

RE: Lame

BB still has a solid patent portfolio. While Lenovo’s largely managed to avoid the current rounds of lawfare if they do decide to enter the phone business and expand their tablet presence having a portfolio of their own would be beneficial.

黑莓依然有坚实的专利组合。联想打算避免当前不断的法律纠纷,要是他们下决心进入手机领域,

并扩大他们在平板的优势,拥有自主的专利组合会很有好处。

RE: Lame

I do agree with you to a certain extent, but stats speak for themselves. If you look at actual historical data from Bloomberg or FactSet, it’s obvious that 70-80% of such patent-related acquisitions destroy value. I neither own Lenovo nor am short BBRY.

It’s just another way for some clueless Silicon Valley investment banker to “close the deal” to earn some transaction fees.

某种程度上,我同意你的观点,但是数据说明一切。如果你看一下Bloomberg 或是 FactSet真实历史

数据,很明显70%-80%的专利相关收购行为破坏了专利本身的价值。另外,我没用过联想和黑莓。这只

是给那些傻瓜硅谷投资银行家在交易结束的时候收取交易费提供了其他途径。

@T2k – might come as a surprise, but I’m in the heart of Silicon Valley. Decent attempt at generalizing your views though. To paraphrase Warren Buffet, when it comes to investing, think with your brain, not your heart. Your love for BBRY is obvious… too bad they haven’t executed squat. Lenovo would be much better off diversifying itself with a portfolio of handsets based on Android and WP rather than wasting money on an acquisition.

There’s one scenario in which such an acquisition may make sense: if both MS and Google (via Motorola) start shipping their own phone hardware. However, as I referenced above, most such acquisitions fail… it could be lack of enthusiasm or resented workers, post-acquisition, but Lenovo may be better off synthesizing other strategies.

这让我有些惊奇,但是我就在硅谷中心。谨慎概括你的观点。转用股神巴菲特的话,投资的时候,用大脑思考,不要跟着感觉走。很明显你喜欢黑莓。他们还没走出低谷,太糟糕了。联想如果多元化经营,拥有一系列安卓与微软的设备,而不是把钱浪费在收购上,它会发展更好的。

有一种这样的收购成功的方案:假使微软和谷歌(通过摩托罗拉)都开始出他们自身的手机。可是,正如我上面说的,收购后,联想可能会缺少热情或都是充满怨恨的工人,但是他也可能整合其他战略而发展得更好。

RE: Lame
Google doesn’t ship their own hardware via Motorola? Am I missing something here or does Motorola making their own phones not count??

And anyone can “invest”. What set the good/great ones apart from the also-rans is the amount of money they manage to make. Since you obviously have no need in proving how successful you are at doing the above, everything you said is about as valid as the next anonymous person posting here.

谷歌没有通过摩托罗拉出自己的手机吗?我搞错了什么还是摩托罗拉自己的手机不算进去?

任何人都能投资。成功者与失败者的区别就在于他们赚了多少钱。显然你没必要证明你在做的事情有多成功,因为你说的一切都与下一个匿名发帖的人一样有效。

RE: Lame

Caveat Emptor — every post on any forum is opinionated, regardless of the poster.

Google owns Motorola, so technically, it’s already shipping its own hardware. What it doesn’t do is ship Motorola-manufactured phones under the Nexus brand… but I won’t be surprised if that changes within the next year or so.

My only point is that it’s hard to justify such acquisitions when their failure rate is an astounding 70-80%. Ironically, Lenovo itself is an example — just look at their Facebook pages for customer service issues on current hardware. Such things never used to happen under IBM :).

言者对自己的话负责– 无论是谁,任何论坛的评论都是武断的。

谷歌拥有了摩托罗拉,所以科学的说法应该是谷歌已经出自己的手机了。谷歌还没做的就是发布摩托罗拉制造的Nexus手机。。。。不过如果明年这个事情发生了,我也不会奇怪.

我认为当失败率高达惊人的70%-80%时,很难证明这个收购的合理性。极具讽刺的是,只要看看他们脸书上关于当前产品问题顾客服务的页面,联想自身就是例证。这样的事情在IBM经营下是绝不会发生的。

“Lenovo itself is an example — just look at their Facebook pages for customer service issues on current hardware. Such things never used to happen under IBM :).”

Like hell IBM didnt have customer service issues. They had it and plenty. Any and all PC makers have it because people are idiots. As far as quality, it actually got better under Lenovo than it was under IBM (Which was always good). I know, I spent a good part of my career repairing thinkpads for the largest laptop repair company in the world at the time. It was a small company later bought by Solectron, which was then bought by Flextronics. Lenovo shocked everyone when quality didn’t go to hell like it was expected. It actually got better. To the best of my knowledge Lenovo is the only company to buy another top name line like that and actually make it better. Usually companies buy other well known brand names like that and cheapen the quality to make a quick buck from the brand name.

只要看看他们脸书上关于当前产品问题顾客服务的页面,联想自身就是例证。这样的事情在IBM经营下是绝不会发生的。

难道该死的IBM没有顾客服务问题吗? 他们多得不得了。任何个人计算机厂家都存在这些问题,因为消费者是白痴。就质量上来说,在联想的经营下,质量比IBM时期的好很多,当然IBM时期的产品也总是很好的。我知道这些,因为我花了我好大部分工作时间为这时期全球最大的笔记本修理厂修理thinkpads。这间小公司,之后被Solectron收购,而在之后又被Flextronics收购。当联想产品质量并没有想象中那么糟糕时,所有人都觉得不可思议。但是它确实变得更好了。据我所知,收购其他顶级品牌公司的生产线,并做得更好的公司,联想是唯一一家。通常那些企业收购其他知名牌子,会通过压缩成本质量,从品牌的好名声中赚取快钱。

RE: Lame
Lenovo made the laptops and PCs for IBM, if you remember the T60 line like I had had both the Lenovo and IBM name on them, once they came out with the T61 generation the IBM name was finally dropped. Lenovo basically just bought the Thinkpad and Thinkcentre names and the associated tech.

联想曾经在笔记本和个人电脑上打上IBM的牌子,如果你有一台和我一样的T60系列产品的话,那上面既有联想又有IBM的logo,而当T61系列出来的时候,IBM的名字最终丢掉了。联想基本上只是收购了Thinkpad和Thinkcentre这个牌子,以及相关的技术。

RE: Lame

Yes, and they made it better once they owned the name 100% from design to shipment. The T500 got better as did the T510.

是的,联想将产品做得更好了,一度他们从设计到出货,100%拥有Thinkcentre这个牌子(译者:现在联想弃用这个名字,改用thinkpad了)。T500与T510都做得比之前的产品更好。

RE: Lame
I don’t know about that.

Right now I’m considering buying stock in White Star Lines. I hear their new ship, the Titanic, is unsinkable.

All jokes aside, I do think Blackberry has some good core tech, but they need to capitalize that rather than try to compete with Apple/Android/Windows now. Their new BB10 phones aren’t going to save them.

As for HP and WebOS, that’s more a tale of drastic mismanagement, lack of vision and complete misunderstanding of WebOS by HP management. They paid to get the keys to the crystal castle, kept it locked up, fired the staff and watched it crumble into ruin. I’m glad to see WebOS starting to have some life again, but it’s over. Google hired many of the WebOS designers and you’re seeing a lot of that integrated into Android now.

我不这么认为。(译者:还是针对第一个人的发言所做的评论)

现在我在考虑购买白星航运公司的股票。听说他们的新船泰坦尼克号永不沉没。(译者:是不是暗指黑莓就是那泰坦尼克)

玩笑归玩笑,我认为黑莓还是有核心技术的,但是他们需要的是资本的积累,而不是现在一味与苹果、安卓和微软竞争。他们的黑莓10手机注定救不了黑莓。

关于惠普和WebOS,就是黑莓经营层决策失误、缺乏远见以及误解WebOS的悲剧。他们费钱将这钥匙放在水晶城堡里,锁起来,炒掉员工,眼睁睁看着其崩溃毁灭。我高兴看到现在WebOS再次展现生机,但一切都结束了。谷歌挖了很多WebOS的设计者,并且你们也看到很多WebOS技术运用到现在的安卓上去。

RE: Lame

Blackberry’s core tech is useless. Anybody can put outlook compatible secured email on any smartphone nowadays. Why ever bother buying their server? There’s no compelling business reason to do so. BB10 is their only hope now.

黑莓的核心技术一无是处。好好看看当今在任何一款智能手机上的兼容安全电邮景象吧。为什么这么麻烦买他们的服务器?没有任何吸引人的商业理由。黑莓10现在是他们唯一的希望了。

RE: Lame

Classic idiotic, clueless post, most likely from someone stuck out there in the sticks, somewhere in small town US, knowing nothing about the world…

…with BB actually *growing* in Asia they have a huge potential avoiding to be entirely dependent on the stupid, intransigent, anti-competitive, provider-dictated US telecom market and bringing in much needed revenues from other, growing ones – provided they can execute, of course.

Comparing Lenovo to HP is an even more idiotic idea, I must add – HP had several executive officers in 3 years, thanks to its utterly clueless, retarded board who was always only interested in pushing their own lapdog candidates, this is why they believed that complete BS Apotheker was selling them (he was a totally incompetent software sales guy, flat-out fired from his job at SAP after almost driving it into the ground)… rest is history, this clueless idiot took over HP, wrote down the entire Palm investment then managed to halve HP’s value in days by opening his stupid mouth about future shutdown of the PC business… none of this has any similarity with a well-run Lenovo which is on its way to become the #1 computer vendor this year.

经典的愚蠢发言大部分来自美国小镇的小巴老,这些人对外面的世界一无所知。

美国电信市场愚蠢固执,拒绝竞争,运营商垄断。随着黑莓在亚洲的崛起,他们有很大的可能避免对这样的美国市场过分依赖,同时增加来自其它方面的必须营收—当然,前提是他们有能力的话。

我必须要说,将联想与惠普进行比较更是一个愚蠢的想法—由于极其傻瓜拖沓的惠普董事会总是只对选出听话的管理者感兴趣,惠普在3年内换了好几位运营高层。这就解释了为什么他们会相信BS  Apotheker在卖他们(他完全是个无能的软件销售员,再几乎经营失败之后,他被SAP公司直接炒掉了)…..剩下的都成历史,这个傻瓜掌管惠普,规划整个Palm投资计划,公开发表未来PC行业进入衰退的傻瓜言论,来降低那些天惠普的价值。这与运营良好的联想没有任何相似性,联想预计今年将成为世界第一大电脑供应商。

友荐云推荐
  1. lenovo的电脑还行,手机真的不敢恭维,华为也好,魅族也好,至少我觉得比我用过的联想智能机要强。。。

  2. 至少我用的联想K860很好,个人很满意,只不过我担心的是联想缺乏核心技术,这点应该重视起来。

  3. 手机电脑一体将是未来几年发展的一个趋势!个人感觉联想进入手机市场也不是不可理解!电信不是进入手机了么?谈谈个人看法吧!现在手机市场品牌个人感觉还是很匮乏的!三星个人认为非常不好从来没想过!苹果太单一而且兼容性不强,htc还行,但是现在也开始走单一了,华为最近打的挺响,可惜国产手机后期服务不怎么样和技术方面还是有些不熟练!小米个人感觉,没说的好! 摩托、诺基亚等等都算上是过去式了!手机市场现在还是蛮缺类似电脑市场联想份额那样的品牌!华为和联想如果做的好,其实我也打算买国产手机的………… 😮

    • 我没能免俗用的苹果,我也体验过别人的魅族MX2,说实话真挺好,不比苹果差,但是周围人不是用苹果就是用三星,小米魅族华为很少,联想就没见人用过,这个东西也都跟风

  4. 做手机还是要做创新理念啊,要么在创新上超过苹果、三星,要么跟在他们后面在时间的摧残下消耗下等死

  5. 见识不一样,眼界不一样,世界观不一样,言论自然也就不一样。
    这一篇中老美们的回复充满技术性,没有什么废话,或许是选取的部分评论,也或许原网站本身就是科技性论坛。可是老美不管怎么样,真心希望我们中国人的论坛上的言论能够少些谩骂、少些无聊,更多一些务实和价值。那时候,我想中国人自然能让全世界都竖起大拇指。

    此固我愿也