When Gu Biao talked to Zhang Zhongmou about the issue of "Xiangji's production capacity should ensure absolute priority for Tiankun", what were they actually talking about?

In Zhang Zhongmou's eyes, Gu Biao is of course really chatting about Kun's supply chain security.

But Gu Biao knew that he was talking about something else.

In Gu Biao's plan, when Wang Anzhong betrays his relatives and falls into a trough, he will definitely take a trick to seize Wang An's computer - this is impossible in the eyes of others at present, but Gu Biao knows that it is very possible.

Because he studied the deeds of Wang An, a role model for Chinese seniors in the industry, in his previous life - although Gu Biao was not very interested in history in his previous life, as an IT person, he would still discuss the Chinese predecessors who had almost reached the pinnacle of the industry.

In his previous life, when he was in Alipay, he often had a group of colleagues engaged in technology, who were idle and had nothing to do to review these cases on the internal forum, point out the country, and sigh.

Since Gu Biao knew that in the original history, Wang Anhui passed the company to Edward Miller for reorganization in 88 because he completely saw through his son's incompetence. Then in this life, Gu Biao is confident that he will offer a sufficient price and let Wang An hand over the company to him for reorganization.

Gu Biao is at least more hopeful than Edward Miller to bring Wang An's brand back to life, it's just that Gu Biao wants more shares.

But he believes that Wang An's computer company and brand, in Wang An's heart, must be more important than his son, this is his life's work. As long as Wang An can see that "this brand can live", this is the consideration of the first priority. In contrast, equity is not the most important thing.

This is especially true for a person with terminal cancer who is going to die in two years.

At the same time, Gu Biao also calculated that in this life, because of his own butterfly effect, Wang An came to China half a year ahead of schedule to brush his reputation, and also helped his son Wang Lie brush his reputation. Therefore, Wang Lie's succession while the iron is hot will also be accelerated.

The earlier you come to work, the sooner you can see his incompetence, and you will be completely disappointed. Therefore, Gu Biao estimated that the time when Wang Lie was persuaded by his father to retire and try to find an Edward Miller-type receiver would also be advanced at the same time.

Perhaps a few months in advance, from the first half of '88 to the end of '87.

So, are the external factors that contributed to this advance satisfied? Gu Biao believes that it is satisfied.

Because historically, starting in October 85, because of the crazy appreciation of the yen and the mark, and the depreciation of the dollar, this wave of US stock bull market lasted for about two years, and on October 19, 87, Black Monday, a huge stock market crash broke out.

Of course, Gu Biao doesn't remember the specific date of October 19, he only knows that around the end of 87, there was a big stock market crash in the United States.

Historically, that thing fell 25% of the market value of the Dow Jones in one day, and the Nasdaq was slightly better and not so bad, but because the overall market of the Nasdaq in '87 was not large, the absolute amount was not high. So all things considered, the equivalent of one-eighth of the GDP of the United States evaporated in one day.

In addition to the "Black Monday" on that day, the total number of points dropped in the two weeks before and after that wave of the market was about the same as on the day of "Black Monday". The accumulation is equivalent to cutting the U.S. stock market in half and evaporating money equivalent to 30% of the U.S. GDP that year.

General Electric, Westinghouse, Boeing, Coca-Cola, Bell Telephone, and Amex (the credit card company that handles the Centurion Black Gold Card) are all typical examples of stock prices halving in that wave.

Wang An's computer, which was already in decline at that time, was even more miserable, and after being cut in half, 80% of the market value was gone within two weeks, and the scene was extremely cruel.

The majority stake in the company held by the Wang family once reached $4 billion in '86, and there was less than $1 billion left after the stock market crash. (Of course, by the time it was handed over to Edward Miller in '88, it was not even $300 million, and it will continue to fall miserably)

The reason for the stock market crash was, on the one hand, because of the overheating of foreign capital on dollar assets for two years after the depreciation of the dollar, and on the other hand, because of the junk bonds, leveraged hostile takeovers and other operations that began to appear at the end of 85 years in history, which began to flood the stock market.

As we all know, Milken, the king of junk debt leverage, who was later fined $1.1 billion and imprisoned for 10 years, began to invent junk debt leverage around the end of 85.

Of course, in this life, Milken has already started to do it, but he will not reap the first invention

"Through the hostile acquisition of technology companies, and then cut the R&D department, self-abandonment, long-term martial arts, in exchange for a short period of one or two years, the financial statements look good, speculate on the stock price, and then wait for the product to be replaced, the lack of technology, and the hidden dangers are exposed, and then sell the market and run away"

The fame of this poisonous trick has gone down in history.

He can only receive half of the invention reputation rights for the above-mentioned poisonous tricks.

In other words, the element of "hostile takeovers through junk debt leverage and playing the role of a barbarian at the door" was invented by him.

However, the "cutting of the R&D department after the acquisition of technology companies to make beautiful financial statements" has been invented by Peterson and Schwartzman of the Blackstone Fund instructed by Gu Biao, and it is not the turn of Milken, the leader of the stock market disaster, to come back to the United States.

It is nothing more than a "good-faith acquisition", and it is a good-faith acquisition with its own funds, and it is not leveraged with junk bonds.

(Gu's "good faith" is indisputable, because an important metric to consider when determining whether an acquirer is bona fide or bad faith is whether the acquirer "is attempting to bypass the company's existing senior management.")

However, Gu did not bypass the senior management of Texas Instruments at that time, he and Peterson, and John Shaber, the CEO of Texas Instruments at the time, had the same business views, but they disagreed with Zhang Zhongmou, the executive vice president. Therefore, Texas Instruments cut the semiconductor R&D department, which was John Shaber's own decision, and Gu Biao and Peterson just "seconded it", amplifying John Shaber's right to speak, so they are really innocent. ）

The details of the reasons will not be analyzed more, in a word, the US stock bull market speculation that began in the fourth quarter of 85 + the sacrifice of the long-term competitiveness of technology companies that has just been seen by the industry to make beautiful short-term statements The combination of these two tricks will cause a huge stock market crash in the fourth quarter of 98 after two years of fermentation.

Even if there is a slight butterfly effect, it doesn't matter if the stock market crash is a few months earlier or a few months later.

Because when the time comes, many technology stocks will generally fall sharply because of this wave of distrust.

Historically, the complete collapse of Wang An's computer's stock price also occurred after the big stock market crash in October '87. Because investors have generally begun to reflect on "whether Royal Computer, like other technology stocks that died on October 19, belongs to the type of 'the current generation of products looks good, but lacks the ability to transition to the next generation of technology products and always maintain a competitive position in the market'".

Once this reflection begins to brew, a crash in tech stock prices is inevitable.

Because this kind of reflection means that "originally others thought that you could still be a cow for 15 or even 20 years because you are so good now", and after reflection, they will realize that "the hegemony of technology companies is so fragile, and now even if you are the best in the industry, you may remain good for five or six years." Maybe in six years, it won't be a good thing."

This will certainly lead to a collapse in forward P/E ratios.

Gu Biao is very sure that as long as the two things of "Wang Lie's one or two years after taking office, his father saw that he had no foresight" both happened, then the time for Wang An to seek an external successor would definitely be approaching.

Gu Biao has done a good job and done a solid job of learning machines this year, and has absorbed a group of technical backbones of Wang An's computer that has left now, and has accumulated and run-in for more than a year. After the stock market crash at the end of next year, to take over Wang An's remaining legacy, is it still possible to develop a closed-system personal computer that is comparable to Apple's MAC-II in 88?

Of course, team running-in, high-level changes, and attrition are certain.

With normal tricks, Gu Biao did not dare to guarantee that the competitiveness would fully explode Jobs.

That's why he used Zhang Zhongmou's move just now.

Gu Biao knows that Apple's 84-year-old MAC-I personal computer is based on Motorola, and the future MAC-II research and development plan still seems to be following this technical route.

And Gu Biao is currently making game consoles, and he has accumulated research and development experience in the technical route of 68000CPU along the way.

THEREFORE, WHEN GU BIAO HOPED TO WAIT FOR THE LATEST MODEL OF THE 10MHZ 68000CPU IN 88 TO GO TO THE MARKET, MOTOROLA HAD ALREADY "ABANDONED ITS MARTIAL ARTS", COMPLETELY GIVING UP SELF-PRODUCTION BECAUSE IT WAS NOT COST-EFFECTIVE, AND PINNING ALL ITS PRODUCTION CAPACITY ON THE INCENSE HEAD OF THE COMPANY.

And Xiangji can first put on a posture of "enough to meet the production capacity of all customers in the world who demand Motorola's top CPUs" to lure Apple to place an order.

Then when it came to delivery, he "accidentally discovered" that the production capacity was insufficient, so he could only supply Tiankun first (also to Wang An, a sub-brand controlled by Tiankun at that time), and then let Jobs wait for half a year and three months.

In this way, even if Apple develops a personal computer with Motorola's latest CPU as scheduled, they will be forced to break the rhythm of half a year when they actually produce and ship, and Gu Biao will seize the opportunity to ship in the semi-blank market first.

Although the truth that "the brand is good, it doesn't matter if the shipment is half a year late" also makes sense, it always doesn't hurt to have one more chip.

Gu Biao wants to use the way of card apple's production capacity to add another competitiveness guarantee for himself.

Moreover, this is not a bit of a sinister thing, after all, after Apple stood in the first position in the industry in the future, it often asked TSMC to "coordinate production capacity" and take the opportunity to take the opportunity to take a position on other peers. It often makes Xiaomi or OV unable to ship in time. Giants such as Samsung, which have their own production capacity and technology, can evade Apple's poisonous tricks.

Gu Biao just repaid the favor with his own way.

Zhuang is hungry for Qiao dog meat, laughing and thirsty for fruit slave blood.

With such a double insurance, Gu Biao thought to himself that as long as Wang An was successfully taken over and resources were successfully integrated, Tiankun and Wang An in his hands would definitely be able to kill Apple and get stuck in the position of "the only closed system survival chance after IBM/Microsoft open system personal computers occupy the mainstream".

Wang An and Apple are destined to only survive one, and if they don't want Wang An to die, they must let Apple die.

Earthlings don't need two closed systems, and the market is not that big.