蘋果走到十字路口
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????蘋果如果不能吸取在麥金塔機（MacIntosh）時代犯下的錯誤，重蹈覆轍將在所難免。 ????報告最后總結道：“如果有哪家公司能應對這種挑戰，那一定非蘋果莫屬，因為它曾在15年前死而復生。蘋果似乎已意識到自己的弱點，而且，它擁有非凡的管理團隊、勢頭強勁的產品和世界第一的現金儲備，這些條件足以助其成功。鑒于蘋果的資產和機遇，我們有理由認為，在經歷了最近這次挫折后，長期而言該公司股票很值得買入。但不幸的是，蘋果的投資者極易受到驚嚇，而且他們未必能接受公司全面轉型的消息。不過，如果杰夫·貝索斯能說服資本市場耐心等待亞馬遜（Amazon）的盈利，那么蒂姆·庫克為了蘋果同樣可以這么做。” ????譯者：項航 |
????Apple must adapt or risk repeating its mistakes from the MacIntosh (sic) era. ????"If any company can rise to this challenge," the full report concludes, "it could be Apple, which rose from the dead some 15 years ago. It seems to have recognized its vulnerability and it has management talent, business momentum, and its prodigious cash hoard to help it succeed. Given its assets and opportunities, there is a reasonable case that Apple, after its recent tumble, is more than worth the risk longer term. Unfortunately, Apple's investors are a skittish sort and a message of comprehensive transformation might not be well received. Still, if Jeff Bezos can convince the equity market to wait patiently for Amazon?s profits, perhaps Tim Cook can do the same for Apple." |
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