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財富精英勵志演講 第116期:艱難的抉擇(9)

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And if you doubt that think about the parable of Kodak and Hewlett Packard, Kodak was a company that in 1999 set on the huge pair of profit in the traditional photography business, that's in 5 years later, that business was drifting away, because a new technology had transformed an entire industry, all of you have cell phones you all take pictures with them. And that happened in about 5 years, when Kodak finally announced... with all due respect to anyone who is here who works for Kodak, when Kodak finally announced, OK, we get it, we're going to now move to the new digital edge, we're going to deemphasize our traditional business. The market said, "Yeah, that's the right decision everybody accepted it". It was too late and Kodak brand may survive,but it's not clear the company will. On the other hand, when we undertook the merger with Compaq, very few people saw it, the fact that technology industry maybe had to consolidate was been viewed as heresy, the fact that scope and skill mattered, the fact that we could actually compete against Dell, the fact that maybe we could overcome IBM as the largest technology company in the world, by the way, these all goals all things were said way back to 2001, they seemed like hubris and naivety, and looking back now, it's clear the industry had to consolidate. It's clear that HP is competing against DeLL and IBM. At the time that we announced Compaq merger, I told the board of both companies the stock will drop, HP stock will drop 20%, and it dropped 23%. I was the close.

如果你懷疑,可以想一想柯達和惠普:1999年柯達公司坐擁傳統攝影業的金礦,五年過后,這個業務漸漸低落,因為新科技改變了整個業界。大家都有手機,都用手機拍照,這是近五年來的事情。這里不是對在座的哪一位柯達員工不敬,當柯達最后宣布:“我們知道了,我們也要進入新數碼時代,不再強調傳統業務了。”市場回應:“好啊,這是正確的決定,大家都接受?!钡珵闀r已晚,可能柯達這一品牌還在延續,但不清楚企業能否生存下去。另一方面,當我們和康柏合并只有極少數人認為科技產業合并是理所當然的。事實上,規模和范圍是重要的,我們可以和戴爾競爭,我們甚至可以超越IBM成為全球最大的科技公司。順便說一下,這全是我們在2001年提出的目標。當然這些目標看似傲慢天真。現在回顧起來很清楚,這個產業需要合并,這樣惠普才可以跟戴爾和IBM競爭。宣布惠普與康柏合并時,我吿知兩個企業的董事,股價會下跌,惠普股票會下跌20%,實際上下跌了23%,和我預測的差不多。

重點單詞   查看全部解釋    
dignity ['digniti]

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n. 尊嚴,高貴,端莊

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deterioration [di.tiriə'reiʃən]

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n. 惡化,降低,退化

 
cell [sel]

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n. 細胞,電池,小組,小房間,單人牢房,(蜂房的)巢室

 
hubris ['hju:bris]

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n. 傲慢,驕傲

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profound [prə'faund]

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adj. 深奧的,深邃的,意義深遠的

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heresy ['herəsi]

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n. 異端,異教

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scope [skəup]

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n. 能力,范圍,眼界,機會,余地
vt. 仔

 
announced [ə'naunst]

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宣布的

 
consolidate [kən'sɔlideit]

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v. 鞏固,聯合,統一

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ineffectual [.ini'fektjuəl]

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adj. (東西)無效的,無益的,白費的,(人)無能的

 
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