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專(zhuān)欄 - 蘋(píng)果2_0

iPhone 5s大賣(mài),,庫(kù)克或許是個(gè)好CEO

Philip Elmer-DeWitt 2013年09月26日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,那就是史蒂夫·喬布斯周?chē)且黄艾F(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說(shuō)的話,。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿缽滿,。不過(guò),,Elmer-DeWitt認(rèn)為,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事,。聽(tīng)他的應(yīng)該沒(méi)錯(cuò),。要知道,他自從1982年就開(kāi)始報(bào)道蘋(píng)果,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
iPhone5s和iPhone 5c上市首周一掃發(fā)布時(shí)遭遇的冷淡,全球總計(jì)賣(mài)出了900萬(wàn)部,,銷(xiāo)量比去年iPhone 5首發(fā)的時(shí)候飆升了80%,,有些門(mén)店再次出現(xiàn)了一機(jī)難求的盛況。消息傳來(lái),,外界對(duì)蘋(píng)果CEO蒂姆?庫(kù)克的質(zhì)疑煙消云散,,或許一切早就在這位運(yùn)營(yíng)奇才的掌握之中。

????上周五,親眼目睹一家蘋(píng)果(Apple)零售店賣(mài)光了全部庫(kù)存的iPhone 5S,,不得已把上千名排隊(duì)等候的人打發(fā)走之后,,Twitter用戶iDawg提出了一個(gè)疑問(wèn):

????“如果某公司的產(chǎn)品總是斷貨,它的首席執(zhí)行官又怎么稱(chēng)得上是運(yùn)營(yíng)天才,?”這也是許多蘋(píng)果觀察家們想問(wèn)的一個(gè)問(wèn)題,。

????不過(guò),蘋(píng)果本周一上午稱(chēng),,它的iPhone 5S和5C的出貨量已突破900萬(wàn)部,,比去年iPhone 5的首發(fā)銷(xiāo)量高出80%之多。消息一出,,頓時(shí)打消了許多人心中的這個(gè)疑問(wèn),。

????不過(guò),我們向科技博客Asymco的博主賀拉斯?德迪歐請(qǐng)教了iDawg提出的這個(gè)問(wèn)題,。

????德迪歐說(shuō):“這個(gè)問(wèn)題跟所謂的運(yùn)營(yíng)天才沒(méi)有任何關(guān)系,。蘋(píng)果每年都在擴(kuò)大產(chǎn)量以滿足需求,不過(guò)廣大用戶的需求實(shí)在是太強(qiáng)勁了,?!?/p>

????“我想提醒一下:蘋(píng)果對(duì)用戶的了解遠(yuǎn)勝于我們。他們坐擁4億客戶,,對(duì)用戶可謂了如指掌。這可比你向朋友打聽(tīng)消息靠譜多了,?!?/p>

????德迪歐總結(jié)了一張?zhí)O果和三星各款產(chǎn)品的首發(fā)量對(duì)比圖(如下):(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航??

????When Apple (AAPL) ran out of stock Friday and had to turn away thousands of would be iPhone 5S customers, a reader who calls himself iDawg tweeted a question that was on a lot of Apple watchers' minds:

????"How does CEO get a reputation as an operational genius by continually running out of stock."

????Not as many people were asking that question Monday morning after Apple reported that it sold more than 9 million units of the iPhone 5S and 5C, 80% better than its iPhone 5 sales last year.

????But we went ahead and put iDawg's question to Asymco's Horace Dediu anyway.

????"It has nothing to do with operational genius," he wrote. "Every year they expand distribution and every year they fill the channel but initial demand grows faster than can be supplied.

????"I will say one thing: Apple has a lot of information about demand which we don't. Having 400 million customers gives you a great deal of insight into markets. Certainly more than asking your friends."

????Below: Dediu's chart of comparative launch performances.

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