收购黑莓有什么好处?
苹果从来没有搞过几十亿美元的大收购,但现在可能也该到了打破这个惯例的时候了。近来苹果的大量市场份额被谷歌的Android所蚕食,后者则凭借以三星(Samsung)Galaxy系列为代表的“机海战术”突飞猛进。与此同时,苹果的iTunes商店的收入也受到了Spotify等流媒体音乐服务以及Hulu和NetFlix等流媒体影视服务的打击。如果苹果收购了黑莓的安全数据网络,可以使iPhone与其它智能手机高下立判,让iPhone立刻成为美国企业界的不二之选。 谷歌以前就搞过很多大手笔,比如它先后收购了YouTube、DoubleClick和摩托罗拉移动(Motorola Mobility),所以它显然不怕花大价钱买它想要的东西。黑莓10操作系统的一些优点正可弥补Android的一些不足。同时BBM功能的加盟也使它可以与苹果的iMessage一争长短。Android的应用已经能在黑莓10手机上流畅使用了,因此融合两大平台现有的软硬件应该是相对容易的事情。 多年的骄傲自满和管理失误使今天的黑莓已经变成了昔日那个黑莓的一个影子。 如今的黑莓缺乏能让它强势回归的渠道平台。但是它的仓库里仍然藏着一些宝贝。谷歌、苹果、微软三大移动平台都可以利用海外资金收购这些宝贝,让自己在移动平台大战中如虎添翼。现在唯一的问题就是价格了。(财富中文网) 译者:朴成奎 |
Apple has never done a multi-billion dollar acquisition, but it may be time to break that streak. It has been rapidly losing market share to Google's Android platform, which spans an array of devices, including Samsung's Galaxy line of phones. Meanwhile, the company's revenue from its iTunes store is under attack by all-you-can-eat music services, like Spotify, and film and television services like Hulu and NetFlix (NFLIX). Gaining a secure network would set the iPhone apart from other smart phones and would instantly make the iPhone the choice for Corporate America. Google has done big deals in the past, like its acquisition of YouTube, DoubleClick and Motorola Mobility, so the company isn't afraid of dropping some major coin on what it wants. Adding features from Blackberry's 10 operating system would help smooth out some of Android's rough edges while adding BBM would allow it to finally compete against Apple's iMessage. Google's Android apps already interface well with the Blackberry 10 line of phones, so synergy with existing software and hardware should be relatively simple. Years of complacency and mismanagement turned Blackberry into a shadow of its former self. The company now lacks the distribution platform to make a comeback. Nevertheless, Blackberry still has some hidden gems locked up in its vault. By using virtually tax-free cash, Google, Apple or Microsoft can take those gems for a song and use them to gain an advantage in escalating struggle for dominance in the mobile market. It now all comes down to price. |