苹果走到十字路口
苹果如果不能吸取在麦金塔机(MacIntosh)时代犯下的错误,重蹈覆辙将在所难免。 报告最后总结道:“如果有哪家公司能应对这种挑战,那一定非苹果莫属,因为它曾在15年前死而复生。苹果似乎已意识到自己的弱点,而且,它拥有非凡的管理团队、势头强劲的产品和世界第一的现金储备,这些条件足以助其成功。鉴于苹果的资产和机遇,我们有理由认为,在经历了最近这次挫折后,长期而言该公司股票很值得买入。但不幸的是,苹果的投资者极易受到惊吓,而且他们未必能接受公司全面转型的消息。不过,如果杰夫·贝索斯能说服资本市场耐心等待亚马逊(Amazon)的盈利,那么蒂姆·库克为了苹果同样可以这么做。” 译者:项航 |
Apple must adapt or risk repeating its mistakes from the MacIntosh (sic) era. "If any company can rise to this challenge," the full report concludes, "it could be Apple, which rose from the dead some 15 years ago. It seems to have recognized its vulnerability and it has management talent, business momentum, and its prodigious cash hoard to help it succeed. Given its assets and opportunities, there is a reasonable case that Apple, after its recent tumble, is more than worth the risk longer term. Unfortunately, Apple's investors are a skittish sort and a message of comprehensive transformation might not be well received. Still, if Jeff Bezos can convince the equity market to wait patiently for Amazon‟s profits, perhaps Tim Cook can do the same for Apple." |
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