微軟收購諾基亞的另一種解讀
????但谷歌的新CEO拉里?佩奇選擇了不一樣的方向。他保留了摩托羅拉被蘋果的iPhone趕超的產品。雖然摩托羅拉一直在拖累谷歌的收益,但現在來看他的這一招似乎有先見之明。過去的10年里,軟件還未能完全取代硬件,它仍需要硬件作為一項輔助業務。微軟出人意料地推出Surface平板電腦正彰顯了這一概念。而如今,它與諾基亞的交易使這一概念顯得更加確定。 ????換言之,許多公司都能夠自己生產軟件。不過,一旦你的公司規模足夠大,你就需要引入硬件,以保持在行業里的頂尖地位。硬件與軟件之間的界線越來越模糊,這一陳詞濫調已經成為了一條行業準則。軟件巨頭正在兼飾硬件公司的角色:谷歌在2010年收購摩托羅拉,微軟在2012年推出Surface平板電腦、在2013年收購諾基亞。其他單打獨斗的公司,如亞馬遜(Amazon)和三星,它們不得不適應這一趨勢。還有另一些公司,如20世紀80年代初期的蘋果,多年前就走上了這條路。 ????正處在如今技術創新中心的移動革命可能是千變萬化、難以預測。但有一件事是肯定的:以前的界線——如電腦和便攜設備之間的界線,或是軟件公司和硬件廠商的界線——正在消溶。是的,在這場游戲中,微軟和諾基亞可能已經晚了幾年,但至少它們現在加入了游戲。 ????而這場移動游戲帶來的驚喜還遠未結束。(財富中文網) ????譯者:默默?? |
????But Larry Page, Google's new CEO, took a different direction. He held onto the Motorola devices that had been outmoded by Apple's iPhone. Although Motorola has been a drag on Google's earnings since then, the move seems prescient now. Software hasn't just supplanted hardware in the past decade. It needs hardware as an ancillary business. Microsoft's unexpected introduction of the Surface underscored that idea. And now its Nokia deal makes it seem that much more inevitable. ????In other words, many companies can produce software on their own, but once you get big enough, you need hardware in the mix to stay on top of the game. The old cliché that the line between hardware and software was blurring has become an industry maxim. Software giants are doubling as hardware companies -- Google 2010 (Motorola), Microsoft 2012 (Surface) and 2013 (Nokia). Others going it alone -- like Amazon (AMZN) and Samsung -- will have to adapt. Still others, like Apple (early 1980s), took this route years ago. ????The mobile revolution at the center of technology innovation today may be protean and hard to predict, but one thing is certain: The old lines -- like what is a PC and what is a portable device, or what is a software company and what is a hardware maker -- are dissolving. Yes, Microsoft and Nokia may be several years late to this game, but at least they're there. ????And this mobile game isn't finished offering up its surprises. |