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微软复苏关键在于云计算

[日期:2014-03-27] 来源:元器件交易网   作者: [字体: ]

  

微软复苏关键在于云计算

 

  元器件交易网讯 3月27日消息,据外媒报道,微软将发布iPad版Office,这在一定程度上将提振微软股价。但是福布斯专栏作家称,微软再次复苏必须专注于根本的创新,他认为云计算能助其再次实现飞跃。

  原文翻译如下:

  在早期的几次失败后,微软的平板电脑战略是正确的。

  首先,他推出Surface 2,以极具优势的价格实现软件和硬件的结合,随着Window操作系统、Office套件和键盘、Surface 2架起了笔记本电脑和平板电脑之间的桥梁,迎合了用户对平板电脑配备笔记本全部功能的需求,而不是智能手机。

  第二,微软与百思买合作,将Windows Stores置于百思买商店之中。

  这些举措收到成效。一月底,微软公布截止到2013年第四季度财报收入245.2亿美元。毛利润、营业收入、净收入和摊薄每股收益分别为162.4亿美元、79.7亿美元、65.6亿美元和每股0.78美元。

  公司的平板电脑部门业绩显著提高,Surface收入连续翻倍增长,从第一季度4亿美元到第二季度的8.93亿美元。

  华尔街注意到,微软的股票已经恢复势头,推动其向多年最高点发展。

  现在,该公司将发布iPad Office,华尔街投行杰富瑞(Jefferies)分析师罗斯-麦克米兰(Ross MacMillan)称,微软股价将从2美元提振到4美元。

  但是这些举措真的能够帮助微软再次复活吗?

  有可能。但是这些还不够—他们没有解决“创新者的窘境”,正如克莱顿 克里斯坦森书中所写的,“成功的公司会将他们的资源集中到满足用户需求、获得更高的利润及更可行的技术、有助于他们市场竞争等活动上。”

  解决困境的答案是什么?巴伦周刊雷蒂尔南(Ray Tiernan)说是云计算。

  “对微软来说,iPad Office是一件好东西,但是它不能决定公司的未来。”蒂尔南说,“科技公司前进和倒退取决于他们期望怎么在行业内发展。微软曾以电脑迅速崛起,现在云计算也可以再次让它实现飞跃。”

  微软可以再次复活,前提是,它能专注于根本的创新而不是边角的创新。

  (元器件交易网董蕾 译)

  外媒原文如下:

  After some early flops, Microsoft MSFT -1.36% is getting its tablet strategy right.

  First, it came up with Surface 2, which gets the hardware-software bundle right at a competitive price. With its Windows operating systems, Office Suite and keyboard, the Surface 2 has bridged the gap between laptop and tablet, catering to users who seek the full functionality of a laptop rather than a smartphone in a tablet.

  Second, Microsoft entered a partnership with Best Buy BBY -1.6% to place Windows Stores at Best Buy stores.

  As we wrote in previous pieces, these strategic initiatives have paid off. Late in January, Microsoft announced revenue of $24.52 billion for the quarter ending December 31, 2013. Gross margin, operating income, net income, and diluted earnings per share for the quarter were $16.24 billion, $7.97 billion, $6.56 billion, and $0.78 per share, respectively.

  One notable area of improvement has been the company"s tablet segment. Surface revenue more than doubled sequentially, from $400 million in the first quarter to $893 million in the second quarter.

  Wall Street has taken notice. While Apple AAPL -0.98%"s stock has been trading sideways, Microsoft"s stock has regained momentum, pushing towards multi-year highs.

  Now, the company is about to release a version of Microsoft Office for Apple"s iPad, which could boost Microsoft"s stock by $2 to $4 per share,according to Jefferies & Co."s Ross MacMillan—the company reiterated a Buy rating on the shares.

  But can these strategic moves help Microsoft rise again?

  Probably. But they aren"t sufficient—they won"t solve the “innovator"s dilemma,” as explained by M. C. Christensen. “Successful companies want their resources to be focused on activities that address customers" needs, that promise higher profits, that are technologically feasible, and that help them play in substantial markets,” he writes. “Yet, to expect the process that accomplishes these things also to be something like nurturing disruptive technologies—to focus resources on proposals that customers reject, that offer lower profit, that underperform existing technologies and can only be sold in insignificant markets—is akin to flapping one"s arms with wings strapped to them in an attempt to fly.”

  What"s the answer to this dilemma? Cloud computing, accordingBarron"s Ray Tiernan.

  “Office for iPad will be a good thing for Microsoft, but it won"t be the answer to the company"s future,” writes Tiernan. “Technology companies rise or fall by how they anticipate developments in the industry that can be commercialized even before people know they need them. It happened once for Microsoft with PC, and it can happen again with cloud computing.”

  The bottom line: Microsoft can rise again, provided that it focuses on radical rather than marginal innovations.

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