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《財富》的500強長壽品牌之旅

Adam Lashinsky
2013-05-09

一年一度的財富美國500強榜單發布期間,《財富》雜志資深編輯驅車前往硅谷,探訪了榜單上長盛不衰的一些明星公司,探尋了這些品牌的長壽秘訣。

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????最近,一位非常有智慧的人這樣對我說,我們并不是在為公司工作,而是在為品牌工作。我對此深有同感。我就職的《財富》雜志(Fortune)就是一個偉大的美國品牌。這個名字代表的是高質量的報刊文章、對目標的認真態度、求知欲、分析的精確性等,正是這些東西讓《財富》雜志數十年歷久不衰。

????聽上去是不是有點矯情?也許吧。在這樣一個新品牌隨時出現,而品牌內涵卻只是曇花一現的時代,能加入一支歷史悠久的團隊,總是令人高興的事。而且,這個團隊是我待過的規模最大的一個。

????于是,當《財富》雜志高級品牌主管兼總編蘇安迪要求我開車前往硅谷,對其他一些偉大品牌表示感謝和祝賀時,我迫不及待地接受了任務。這些品牌都是當地進入《財富》500強(Fortune 500)榜單的公司。我們決定以登門拜訪上榜公司領導人的方式來慶?!敦敻弧?00強榜單日。

????于是,我從舊金山出發,駕駛一輛紅色福特福星(Fusion)Titanium版混合動力車。這是由福特汽車公司(Ford Motor Co.,第10位)生產的插電式電動車,車身兩側帶有“財富500強榜單日快樂!”的彩色標語裝飾。(關于汽車的更多細節將在下文詳細介紹)。副駕駛上坐的是《財富》雜志記者科特?瓦格納,這次擔任攝影師和協調人。我們的第一站是與半導體生產設備制造商應用材料公司(Applied Materials,第302位)CEO麥克?斯普林特進行簡短會面。斯普林特坦言,目前半導體行業舉步維艱。芯片制造商的產能增長速度不足以確保增長,而且太陽能電池板的生產能力也已萎縮殆盡。(太陽能曾在短期內為應用材料公司增加了20億美元銷售額,但如今太陽能對銷售額的貢獻已經萎縮殆盡。)當然,位于加州圣克拉拉市的應用材料公司并沒有放棄,仍然在繼續尋找新的市場。目前,它仍然有一半的生產在美國進行,由位于德州奧斯丁的一家工廠完成。這或許也是美國總統奧巴馬于周四參觀應用材料公司的原因。斯普林特計劃說服總統,支持按照貝爾實驗室(Bell Labs)等機構曾經采用的方式投入聯邦研究經費。

????接下來,我們前往位于桑尼維爾市的數據存儲公司NetApp(第408位)。公司CEO湯姆斯?喬根思向我解釋了消費者技術這個被認為最不可能的因素對企業存儲業務帶來的影響。面向用戶的大型網絡公司越來越多地使用速度更快、容量更大的閃存,而不是傳統的磁帶存儲器。雖然閃存價格更高,但勝在能夠快速為用戶提供服務。在米爾皮塔斯,閃迪公司(SanDisk)CEO桑賈伊?梅洛特也曾對我表達過同樣的觀點。消費者閃存公司目前日益向商業用戶傾斜,包括蘋果公司(Apple,第6位)。順便說一下,蘋果公司方面周一并沒有和我會面。

????I heard a wise person say recently that we don't work for companies. We work for brands. That resonated for me. I work for Fortune, one of the great American brands, a name that stands for quality journalism, seriousness of purpose, intellectual curiosity, analytical rigor and all the things that have given Fortune the staying power of decades.

????Schmaltzy? Guilty as charged. It's a joy in this world of insta-brands and perishable content to be associated with a legacy and current team that is bigger than I'll ever be.

????So when Fortune's top brand steward, Managing Editor Andy Serwer, asked me to drive around Silicon Valley to thank and congratulate a handful of other great brands—the local companies in the Fortune 500—I eagerly accepted. We decided to celebrate Fortune 500 Day by personally saying hello to the leaders of the some of the companies on the list.

????I set off from San Francisco in a shiny red Ford (F) Fusion Titanium Hybrid, a plug-in electric variety made by Ford Motor Co. (No. 10), festooned with "Happy Fortune 500 Day" magnets on each side. (More about the car later), with Fortune reporter Kurt Wagner as my wingman, photographer and wrangler. Our first stop was a quick meeting with Mike Splinter, CEO of semiconductor manufacturing equipment maker Applied Materials (AMAT, No. 302). Splinter was blunt that business is tough. Chip makers aren't expanding capacity fast enough to ensure growth and solar-panel capacity is currently dead. (Solar briefly added $2 billion in annual sales to Applied; that has almost all dried up.) Still, Applied, based in Santa Clara, Calif., is hanging in, hunting for new markets, and continues to conduct half its manufacturing in the U.S., from a plant in Austin, Texas. That's likely why President Obama is visiting Applied on Thursday. Splinter plans to encourage the president to support federal research along the lines of the type that used to be done by Bell Labs and its peers.

????Next we went to Sunnyvale to see NetApp (NTAP, No. 408), whose CEO Thomas Georgens explained to me how the enterprise storage business is being affected by the unlikeliest of factors: the consumer technology business. Huge consumer-facing Web companies increasingly are using faster-speed and higher-capacity flash memory, as opposed to traditional tape storage. Flash is more expensive but worth it for applications that serve customers quickly. I heard a similar message from SanDisk (SNDK) CEO Sanjay Mehrotra in Milpitas. That consumer flash memory pioneer now tilts toward business customers, including Apple (AAPL, No. 6), which, in case you were wondering, didn't meet with me Monday.

財富中文網所刊載內容之知識產權為財富媒體知識產權有限公司及/或相關權利人專屬所有或持有。未經許可,禁止進行轉載、摘編、復制及建立鏡像等任何使用。
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