諾基亞:芬蘭,,別為我哭泣

????微軟(Microsoft)收購(gòu)諾基亞(Nokia)是不是芬蘭人的悲情一日,?如今手機(jī)制造商諾基亞的傳奇和未來(lái)都握在微軟手中,,這是許多芬蘭人不得不接受的痛苦現(xiàn)實(shí)。而且,,在一夜之間,,不論他們是否愿意,,32,000名諾基亞員工變成了雷德蒙德科技巨頭微軟的一份子,。然而,諾基亞的業(yè)務(wù)從很早之前便開始持續(xù)下滑,,即使微軟沒有突然出手,,以72億美元收購(gòu)其設(shè)備及服務(wù)部門,諾基亞也不會(huì)有什么好下場(chǎng),。此外,,這筆交易或許能夠給這家芬蘭品牌帶來(lái)一線生機(jī),幫助它恢復(fù)昔日的勢(shì)頭,。尤其是如果諾基亞CEO史蒂芬?埃洛普能得到雷德蒙德的最高職位的話,,此種可能性就更大了。曾是微軟高管的埃洛普,,如今被認(rèn)為是最近形勢(shì)突變的罪魁禍?zhǔn)住?/p> ????諾基亞曾是全球頭號(hào)智能手機(jī)制造商,,如今卻連前五名也進(jìn)不了,。雖然它的非凡(Lumia)系列手機(jī)銷量一直在增長(zhǎng),但增長(zhǎng)速度不足以抵消其他產(chǎn)品的大幅下跌,。最近一個(gè)季度,,這家公司的收益比之前一年減少了24%。近幾年,,它的股票一直在持續(xù)下跌。到底發(fā)生了什么,?原因或許有很多,但傲慢自大和罔顧成本,、一味追求市場(chǎng)份額的錯(cuò)誤做法是最主要的兩個(gè)原因,。與黑莓(BlackBerry)一樣,,諾基亞并沒有認(rèn)真對(duì)待2007年剛剛面世的iPhone手機(jī)。美國(guó)市場(chǎng)也是在后來(lái)才引起諾基亞的重視,。如今,,美國(guó)市場(chǎng)已經(jīng)被全球領(lǐng)先的兩大智能手機(jī)操作系統(tǒng),也就是蘋果(iPhone)的iOS和谷歌(Google)的安卓占領(lǐng),。外面的世界日新月異,諾基亞高管們卻依然堅(jiān)守著老化的塞班(Symbian)操作系統(tǒng),,結(jié)果浪費(fèi)了太多的時(shí)間,。 ????2010年,埃洛普加入諾基亞時(shí),,這家公司的聲譽(yù)與市場(chǎng)份額都已經(jīng)遭受重挫。2011年高通(Qualcomm)召開手機(jī)開發(fā)者大會(huì),,埃洛普當(dāng)時(shí)對(duì)聽眾們說(shuō):“過(guò)去兩年的趨勢(shì)是從設(shè)備競(jìng)爭(zhēng)轉(zhuǎn)向生態(tài)系統(tǒng)競(jìng)爭(zhēng),。”果然,,埃洛普入主公司之后不久就采取了一系列大膽舉措,其中最重要的就是將公司的命運(yùn)與微軟的Windows操作系統(tǒng)捆綁在一起,。諾基亞非凡系列手機(jī)便是兩家公司聯(lián)姻的結(jié)晶,。雖然埃洛普的忠誠(chéng)(和領(lǐng)導(dǎo)公司的能力)一直備受詬病,但非凡系列智能手機(jī)應(yīng)該是諾基亞很長(zhǎng)一段時(shí)間來(lái)最出色的一款產(chǎn)品,。 ????埃洛普在諾基亞的任職一直飽受爭(zhēng)議,,但與內(nèi)部人員不同,他可以使公司放棄塞班,,把賭注押在更可行的(雖然并不是很受歡迎的)操作系統(tǒng)上。雖然這可能是杯水車薪,,而且為時(shí)已晚,,而且埃洛普隨后帶領(lǐng)公司進(jìn)行的轉(zhuǎn)變也并非完美無(wú)缺。但考慮到公司從2011年便已注定的發(fā)展軌跡,,此次公司與微軟的交易也就不值得大驚小怪了。投資者對(duì)此次交易表示歡迎,,諾基亞公司的股票在周二上午也暴漲超過(guò)了40%。
????富國(guó)銀行(Wells Fargo)高級(jí)分析師梅納德?阿姆在一份報(bào)告中寫道:“我們認(rèn)為,,此次交易對(duì)諾基亞更為有利,。因?yàn)椋覀冋J(rèn)為鑒于激烈的競(jìng)爭(zhēng)和有限的產(chǎn)品接受度,,諾基亞設(shè)備與服務(wù)部門的未來(lái)充滿了風(fēng)險(xiǎn),。此次交易和收回合資公司諾基亞西門子公司(Nokia Siemens Network,NSN)將使諾基亞完成向網(wǎng)絡(luò)基礎(chǔ)設(shè)施業(yè)務(wù)的轉(zhuǎn)變,?!保ㄖZ基亞的剩余業(yè)務(wù)包括通訊設(shè)備業(yè)務(wù)、地圖技術(shù)和專利許可部門),。阿姆補(bǔ)充說(shuō),,更重要的是,這筆交易將增強(qiáng)微軟-諾基亞合作的產(chǎn)品組合的財(cái)政實(shí)力,。當(dāng)然,,前提是微軟打好手中的牌。 |
????It's a sad day for Finland. Or is it? Sure, much of the phonemaker's storied legacy -- and future -- is now in Microsoft's hands, a bitter pill to swallow for many Finns. And yes, 32,000 Nokia employees will become part of the Redmond-based tech giant's empire overnight, whether they like it or not. But Nokia's (NOK) downward spiral began a long time ago, and the company wasn't headed toward any kind of happy ending, with or without Microsoft (MSFT) swooping in to buy its devices and services business for $7.2 billion. What's more, the deal may actually give the Finnish brand a sliver of a chance to regain some of its lost momentum. Especially if Stephen Elop -- yes, the Nokia CEO and former Microsoft exec now blamed for this most recent turn of events -- lands the top job in Redmond. ????Nokia, once the top smartphone manufacturer in the world, no longer cracks the top five. Sales of its Lumia line of phones have been growing, but not fast enough to offset massive drops in other products. In the company's most recent quarter, revenue fell 24% compared with the prior year. Its stock has been in decline for years. What happened? There were many causes for the downfall, but arrogance and a misguided focus on growing market share no matter the costs are two big ones. Like BlackBerry (BBRY), Nokia didn't take the iPhone's 2007 debut seriously. The U.S. market -- now home to the two leading smartphone operating systems in the world, Apple's (AAPL) iOS and Google's (GOOG) Android -- was merely an afterthought. And even as the world around them was changing, company execs clung to Symbian, Nokia's aging operating system, for far too long. ????By the time Elop came on board in 2010, Nokia's reputation and market share were already tanking. "What has happened over the last couple of years is there has been a shift from a battle of devices to a war of ecosystems," Elop told an audience of mobile developers at a Qualcomm (QCOM) conference in 2011. Sure enough, soon after he took over the company, the CEO made a series of bold moves, most significantly hitching the company's fate to Microsoft's Windows operating system. The resulting offspring of that marriage is Nokia's Lumia line of phones. And while Elop's loyalties (and ability to lead the Finnish company) have been questioned, the Lumia smartphones are probably the best thing out of Espoo in a long time. ????Elop's tenure at Nokia has been controversial, but unlike insiders he had the ability to divorce the company from Symbian and make a much-needed bet on a more viable operating system (albeit not a very popular one). It may have been too little, too late, and the "turnaround" Elop has subsequently led hasn't been flawless, to say the least. But this week's sale to Microsoft isn't surprising given the trajectory laid out in 2011. Investors are welcoming the deal, sending Nokia's share price up over 40% Tuesday morning. ????"We view this positively for Nokia, as we believe the path for the Device & Services business was fraught with peril given competitive forces and its limited product acceptance," Maynard Um, a senior analyst with Wells Fargo, wrote in a report. "This sale and the buyout of the Nokia Siemens Network (NSN) joint venture all but completes the transformation of Nokia into a network infrastructure-focused business." (The remaining Nokia will consist of the company's telecom equipment business, mapping technologies and an IP licensing division). What's more, added Um, the sale puts more "financial muscle" behind the combined Microsoft-Nokia portfolio of products. That is, of course, if Microsoft plays its cards right. |