Chapter 666: Awesome IBM
Liu Chuanzhi's courage is still insufficient, or Zhou Shi said his thoughts about Lenovo too quickly, he doesn't trust it very much, and thinks that Zhou Shi doesn't care. This can't all be blamed on Lao Liu, Zhou Shi is inexperienced, he is used to being a boss, and he doesn't understand the thoughts of other bosses. Convincing people still have to pay attention to strategy, this is not the third day, Zhou Shi took them according to their own practice, some investigations on cloud computing, as well as predictions made PPT to Lao Liu, Yang Yuanqing and other Lenovo executives to demonstrate, which was greatly recognized by them.
"Why did IBM sell its x86 server project?" asked Ma Xuezheng, CFO of Lenovo's previous acquisition of IBM-PC.
In 2010, IBM's previous CEO, Mingsheng Peng, set out a five-year shareholder return plan for IBM, in which he promised that IBM's earnings per share would increase from $11.7 in fiscal 2010 to $20 in fiscal 2015. In order to achieve this five-year financial plan, IBM may need to continuously reduce expenses, slash R&D expenses, and reduce loss-making projects. So it was only a matter of time before IBM abandoned the low-end server project. "Zhou Shi
"But that's just your guess!" Ma Xuezheng
"yes, so you don't have to actually buy it. "Zhou Shi
"???" Ma Xuezheng
"I'm going to send someone from Chartered Semiconductors to join you in proposing to buy IBM's chip manufacturing business. "Zhou Shi
"???" ??? everyone confused
"IBM's low-end server business Lenovo makes them the best partner, and there is no need to worry, and even if they want to, the price will be very high and not cost-effective. I mainly wanted Lenovo to help me buy IBM's chip manufacturing business. "Zhou Shi
IBM is very strong in the field of chip manufacturing, except for TSMC, which is its own technology, all other chip foundry manufacturers, including Samsung, have joined the IBM alliance.
IBM is a very powerful company, at least now more than all of Zhou Shi's technology companies combined, and he now has annual revenues of more than $100 billion. It is not a skill to be able to make money, even if Apple has a stronger ability to make money in the future, it is difficult to compete with IBM. The main reason is that IBM's contribution to technology is too much. Not to mention the intricate relationship between him and Microsoft and Intel, let's just say that since this century, in 2008, IBM proposed a smart earth, and then gradually evolved to a smart city. And they had already judged at that time that the future society would be a data-based society, and after the rapid accumulation of data, the problem faced by the whole society was how to obtain value from massive data, so the ability to analyze is the core, and it is also the key to a smart earth. That's why AI and big data are important, and they're all good at data analysis.
Development to now, artificial intelligence is not far away, in fact, it has been used in many places, the most typical is Ali Taobao's thousands of people, everyone opens the mobile phone Taobao homepage is different, if there is no artificial intelligence, relying on manual operation, tired Taobao's program apes can't do it. Alibaba's Luban design platform, Meituan's back-end delivery system, and Toutiao's intelligent recommendation algorithm are all applications of artificial intelligence. Didi, Ctrip's big data killing is also an evil application.
IBM even has a team to study how to aggregate data from probes, sensors, astronomical meteorology and other data sources from massive and multi-dimensional data (including video, audio, image and text) to mine and analyze the most valuable information, and provide actionable results such as management, decision-making, suggestions and predictions to various industries. If, if they can make it to the end, relying on their advanced technology, what else in the world can stop IBM from reaching another glory? And then the funny thing is that IBM's top management makes customers accept their advanced ideas, but sells their own high-end machines and software.
IBM is a high-tech enterprise that combines software and hardware, and the accumulation of patent reserves is probably the sum of all high-tech enterprises in China at this point in time. Spreadtrum, Licensed Semiconductors, and Guoke have all purchased many patents from IBM and have also dug many corners from IBM.
The low-end server business accounts for a small proportion of IBM's business, with a revenue of less than $5 billion and zero profit contribution. The chip manufacturing business is even worse, with a huge loss of 1.5 billion US dollars, and the chip foundry business does not know whether it has entered the top ten in the world, even if someone asks them to foundry, it is also those chips that do not have high requirements. According to IBM's strategic plan, the acquisition of these two businesses can be considered, and it will be actively considered.
Zhou Shi discussed the acquisition with Lenovo's senior management, and then talked about Lenovo's strategic transformation.
"Since Mr. Liu asked me to say, then I'll tell you, what kind of company do you want Lenovo to become, a technology company or a consumer goods company?"
"How can Lenovo be a consumer goods company?"
"Consumer goods are the part of society that is used to meet people's material and cultural needs. The development of the Internet to the present, especially the rapid development of the mobile Internet, has changed the lives of all people, and the generation that grew up with the Internet is Internet people, which is a necessity for their life and a necessity for my life. "Zhou Shi
"Yes, PCs have become consumer goods, but they are a little more high-tech consumer goods. Zhao Linhuan, head of Lenovo's investment department.
"If the product for the individual is a consumer product, for the enterprise that is an out-and-out technology product, can not meet the needs of the enterprise products will eventually be eliminated rapidly, the future market with the popularization of cloud computing, the demand for computers will also change greatly, which is Lenovo must consider. "Zhou Shi
"Who knows how fast cloud computing is developing!" Yang Yuanqing
According to incomplete statistics, a quarter of the group buying websites in major European and American countries are established in Time Cloud, and several major video websites such as Netflix in the United States have also migrated their data to Time Cloud. "Zhou Shi, Amazon has YouTube, how can other video websites settle in Amazon's AWS. Self-built data centers are cheap, and the infrastructure can be designed by themselves, IBM later acquired IDC data centers and cloud computing companies, which is convenient and fast, and the cost performance is not high.
"We are second in the global public cloud market, behind Amazon's AWS, and we have the potential to be number one in the market without external influence. "Zhou Shi
"External force, what external force?" Liu Chuanzhi
"The data of enterprises is stored in our servers, how can the security of this data be guaranteed? Will it be used by the Chinese government?" Zhou Shi, although the privacy protection of the West is a fart, the US security department is said to have intercepted 90 percent of the world's phone calls in order to fight terrorism, and there are backends in several major Internet giants. But they still tried and tested this as an excuse. Take a hundred plating to read the latest chapter of "The Rebirth of the Post-80s Legend Claw Book House" for free for the first time.