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

　　Apple today is clearly the world’s leading consumer tech company. And IBM is the leadingenterprise company. But Microsoft, Oracle, and HP aren’t far behind. The HP Inc company isprobably pretty close to half consumer and half enterprise. There’s still the question of how HPfits in. I think the split is to better position the enterprise side. They are vulnerable there.Their cloud strategy is unclear to people.

　　苹果现在当然是全球领先的消费技术公司。IBM则是全球领先的企业技术公司。不过，微软、甲骨文(Oracle)和惠普也并没有被远远抛在后面。分拆后成立的惠普Inc公司，可能非常接近成为一家消费技术和企业技术各占据一半的公司。惠普如何协调如此多业务这一问题依然存在。我认为，此次拆分是为了更好地定位企业技术业务。他们在这方面比较脆弱。人们还看不清楚该公司的云战略。

　　Last question: How about you? What’s different today from your previous stint as ananalyst?

　　最后一个问题：你最近怎么样?如今的工作跟以前的分析师工作有什么不同?

　　It’s very similar to the early ’90s. We’re going through one of those disruptive periods wheneverything is changing. The lesson for investors is this: Get out of the incumbents and focus onthe pure-plays. Going out to Silicon Valley is even more depressing than it was in the 1990s,with new players saying they are going to destroy the incumbents. It’s depressing because myclients own the companies that are under attack. But EMC and IBM—and even HP—are notgoing away quickly.

　　当下与上世纪90年代初非常类似。我们正在再次经历一个破坏性时期，一切都在改变。投资者应该汲取的教训是：离开正占据主导地位的企业，专注于单一业务公司。硅谷现在的氛围甚至比上世纪90年代更加压抑，各路新公司都说，他们要摧毁在位者。我说那里令人沮丧，是因为我的客户拥有的公司正在遭受攻击。但EMC、IBM，甚至包括惠普，并没有迅速地消失。

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