惠普风光不再但复兴希望犹存

2014-10-23 15:15:20来源：可可英语

　　Talk about your 2005 prediction.

　　说说你2005年的预测。

　　I apparently predicted that printers would be peeled off from PCs. I’ve always been a bigbeliever in focus. It’s the most powerful factor in business. In the case of HP we always felt itwas difficult being the premier consumer and enterprise company. Microsoft MSFT -0.86%clearly has had similar issues. In HP’s case there’s no silver bullet. No one unit is being heldback. But it doesn’t encourage focus. I would argue that they should have done this yearsago.

　　我当时预测说，打印机业务将从PC业务中剥离。我一直非常信奉“聚焦”(focus)。它是影响企业发展的最强大的因素。我们总是觉得，惠普要想同时成为一流的消费技术和企业技术公司，的确很有难度。微软(Microsoft)显然也有过类似的问题。就惠普的情况而言，没有一劳永逸的高招。该公司目前还没有收缩任何一个部门。但这不利于激励“聚焦”。我认为他们早在几年前就该做这件事了。

　　As you note, HP isn’t separating printers and PCs, meaning the Compaq acquisition isremaining somewhat intact.

　　正如你所说，惠普并没有把打印机和PC业务分离开来，这意味着早年收购的康柏资产基本上原封未动。

　　I’d argue that the Compaq acquisition wasn’t so bad. If you were going to try to be a majorcomputer company, the Compaq deal made some sense. It’s not unlike the rumored EMC EMC-1.57% and HP combination currently [rumored], which could make some sense. Back thenHP was weak in x86 systems [a type of computing based on Intel processors] and storage.Compaq gave them both. Clearly they would not be in the market position they are in today ifthey hadn’t done that acquisition.

　　我认为，对康柏的收购并没有那么糟糕。如果你试图成为一家大型电脑公司，收购康柏顺理成章。这跟目前传说中的EMC和惠普合并一案并没有什么区别，都是讲得通的。当时，惠普在x86系统(一种基于英特尔处理器的计算程序)和存储器方面的技术比较薄弱。康柏给了他们这两项技术。显然，要是当初没有收购康柏，惠普就不可能拥有如今的市场地位。

　　What is your assessment of HP’s management?

　　你对惠普的管理层有何评价?

　　They’ve lost so much talent over the years. I don’t think it can ever be what it once was. But Ido believe CEO Meg Whitman has made improvements. We did a conference call recently withMohamad Ali, HP’s chief strategist. Meg has brought to HP this “Playing to Win” approach,which Procter & Gamble PG -1.56% uses. She learned it there because [P&G CEO]A.G. Lafley used it in the 2000s. They have this strategic framework. I had never heard booabout this. It’s nine to 12 months old. I heard she had an offsite with the top 100 or somanagers at HP. And she said, “I want you all to read this book. I’m going to test you on it.”The flight attendants noticed. They wanted to know why everybody on this flight to Las Vegaswas reading the same book. It gives you a sense of the discipline there.

　　这些年来，他们失去了很多人才。我认为，惠普的管理已经无法企及昔日的水平。但我的确相信，CEO梅格o惠特曼已经做了一些改进。最近，我们跟惠普首席战略官穆罕默德o阿里进行了一场电话会议。梅格给惠普引入了宝洁公司(Procter & Gamble)率先使用的“为胜利而战”(Playing to Win)战略。她是在那里学到的，因为宝洁CEO雷富礼曾经在2000年代使用过这种方式。他们拥有这样的战略框架。我还没有听说过有人对这种理念不屑一顾。它已经被应用了大约9到12个月。我听说，她和惠普的约100名高层在异地开了一个会。她说，“我希望大家都来阅读这本书。我会考考你们对它的理解程度。”飞机上的空姐注意到了。她们想知道在这趟飞往拉斯维加斯的航班上，为什么每位乘客都在阅读同一本书。由此可见，惠普管理层还是很有纪律意识的。

　　HP has been talking a lot about the cloud lately, but I don’t have a sense of how itscloud computing strategy is different from the competition, several of whom havebeen at it longer than HP.

　　惠普最近一直在谈论云计算，但我并没有感觉到它的云计算战略跟竞争对手有什么不同之处，不少竞争对手进入这一领域的时间都要比惠普更长一些。

　　In general, observers are unclear. We talked recently to Bill Veghte [the head of HP’senterprise group and a longtime Microsoft executive]. They’ve had three differentmanagement teams running their cloud strategy. The IT has been rebranded as Helion. It hasseveral features, many of which aren’t available yet. So, for HP, that is a work in progress.

　　总体而言，观察家们还不清楚。我们最近采访了比尔o维迪(惠普企业技术事业部负责人，曾长期担任微软高管)。他们目前有三个不同的管理团队在运营其云技术战略。这项信息技术业务的名称已经被改为Helion。它有好几个特色，其中有不少还没有对外公布。因此，对于惠普来说，这还是一个在不断改进的半成品。

　　Toward the end of her article almost a decade ago, Carol Loomis asked Carly Fiorinawho the leading technology company of the day was. Fiorina responded that therewas no one company, but in retrospect Apple exerted far more than its fair share ofleadership. What would your answer be today?

　　在大约10年前那篇文章的结尾，卡罗尔o卢米斯问卡莉o菲奥莉娜，哪家公司当时处于领导地位。菲奥莉娜回答说，没有这样的公司。但现在回想起来，苹果公司的领先优势显然要比她想象的大得多。你现在如何回答这个问题?

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