評論
打印
But it was... what happened was the ...understanding of how to move these things forward, and how to create these new products, somehow evaporated,
他們不懂如何利用新技術，不懂如何創造新產品
and I think a lot of good people stuck around for a while, but there wasn't an opportunity to get together and do this,
優秀的員工被困在公司里，束手無策
because there wasn't any leadership to do that, so what happens with Apple now is that they had fallen behind in many aspects certainly in market share,
因為缺少有眼光的管理者，所以蘋果在各個方面都落后了，包括市場份額
and most importantly their differentiation has been eroded by Microsoft,
產品的優勢已經被微軟趕超
and so what they have now is that they have their installed base, which is not growing, which is shrinking slowly,
現在只剩下一群老用戶，而且數量在緩慢遞減
but would provide a good revenue stream for several years, but it's a glide slope, it's just gonna go like this.
老用戶帶來的收益還能再撐幾年，但是逐年減少，很糟糕
So it's unfortunate and I don't really think it's reversible at this point of time.
而且我現在看不到挽回的希望
What about Microsoft? I mean that's the jog not now, and it's kind of Ford-LTD going into the future.
你覺得微軟怎么樣？它的處境有點像福特
It's definitely not Cadillac, it's not BMW it's just … you know … what's going on there, how did these guys do that?
肯定不是凱迪拉克，也不是寶馬，他們干得怎么樣？
Microsoft's orbit was made possible by a Saturn 5 booster called IBM.
微軟起家全靠了IBM
And I know Bill would get upset with me for saying this, but of course it was true.
比爾聽我這么說會很生氣，但這是事實
