Chapter 614: The Innovator's Dilemma

Wang An roughly outlined it, and with his identity, naturally no one refuted it.

Scientists don't understand the business of industry. The executives in charge of industrial strategy also have little confidence.

After all, people are the real market economy real knife and real gun fighting experience, you can do it!

Renjia sells three or four billion dollars of computers a year, has a stronger share of the personal computer market in the United States than IBM, and is the absolute hegemon of the "office computer" segment.

(Note: Wang An's brand, at that time, could not reach 50% of the market share in the total field of all "personal computers", because in North America alone, there were Apple's APPLE-II, as well as Commodore and Spectrum, all of which were personal computers with their own operating systems back then.) There are also some French brands in Europe, and my NEC also had a personal computer with several other companies in the 80s that jointly developed operating systems

These brands are stronger than Wang An in other aspects, and Wang An's advantage is that "document processing is the most convenient and professional, and it is cheap, removing other non-office functions". However, at that time, computers were very expensive, except for scientific research, they were basically used for office, and almost no one used computers to play games, so office computers accounted for a high proportion of personal computers)

When Wang An first spoke, he also tried to be fair, so as not to make people think that he was contemptuous of his IBM peers.

At this moment, as soon as I saw that the Chinese personnel did not refute, my mentality was a little better.

He gave his son a look and motioned for him to continue and talk about detailed technical issues such as "compatibility drawbacks of open systems".

What he himself said just now was for the administrators. What he asked his son to say, that's what he told the technicians.

As soon as he finished his eyes, he couldn't help but glance at the two people who were taking pictures in the corner of the conference room - today's symposium also has photos to keep on file, in case when it will be on the news, or the history of the development of the industry will be compiled in the future. There are also banners hanging on the table in the conference room.

Wang An pondered, and for a while said that he couldn't pull down his old face, and asked the staff of the Science and Technology Commission to collect some photos.

When I get back, let Cunningham and John Chambers show me that my son is in a foreign country, and he can talk and laugh with foreign people in charge of industry and technology, and be valued by them!

Well, as for what symposium he attended, he can be vague about it.

Eighty-six-three or something, the Americans have certainly never heard of it, and even if you explain it clearly, they will despise it.

Then tell them that this is "no less than the 'Eureka Project' - that is, the Europeans' plan to benchmark the 'Star Wars Project'"!

This kind of thing is planned to be famous, and everyone will do it.

Wang Lie was encouraged by his father, and he talked about the technical details with enthusiasm. He is not a pioneering person, but his basic skills are still very solid, and he has prepared his homework to be targeted, which really fools people for a while, thinking that "the tiger father has no dog".

Everyone spent 15 minutes very politely listening to Wang Lie talk about the technical details, and after finishing speaking, the administrative staff who asked the question just now glanced around the audience, as if asking if everyone had any opinions, especially when their eyes stayed on Gu Biao for a while.

"Mr. Zhang, Comrade Xiao Gu, we don't know much about the industrial situation in the United States, I wonder if you two have anything to add?"

"I do semiconductors, and I only provide the best chips for computer integrators, and I don't know much about that. Zhang Zhongmou took the lead in staying out of the matter.

"I think the technical details that Mr. Wang said are all right, very incisive, and very inspiring to me - personal computers, and even minicomputers, servers, and their operating systems are prone to technical risks in the process of transforming from closed systems to open systems, Mr. Wang is almost all right. Gu Biao commented pertinently.

However, Wang An and Wang Lie listened, but they did not feel relaxed at all.

Gu Biao's tone was obviously about to follow "but".

Even the administrative staff in the committee heard it and took the initiative to ask: "But what?"

Gu Biao smiled lightly: "I can't talk about it, but I thought of a joke - Mr. Wang, you must be familiar with this joke, because it happened to your old rival IBM, if IBM hadn't been because of this joke, there would have been no Wang An computer." ”

Gu Biao suppressed Wang An's interjection with a single sentence.

After all, he directly made it clear that this was IBM's joke, and Wang An's computer rose by relying on the market that IBM ignored.

And all the other listeners were immediately interested.

Nowadays, the media is closed, and there are no inspirational stories in the industry to listen to, domestic entrepreneurs are taking "The Biography of Konosuke Matsushita" and "The Biography of Henry Ford" as management textbooks.

"Forty years ago, Thomas Watson, the boss of IBM, said that there were only five computers in the world. Was his algorithm wrong at that time? Actually, it was true, because computers at that time were only needed by the most cutting-edge national scientific research institutions.

He thinks that if each of the four major countries of the Central Powers puts a giant machine in its capital, the entire country's scientific research system will be moved to the vicinity of this giant machine, and it will be okay to apply for the machine when it needs computing power?

We Chinese may be even more familiar with this kind of situation, because we are poor, until two or three years ago, I remember that when Tsinghua University first had a small computer, it was also when so many departments and so many research institutes applied for machines on demand.

But then there were mainframes, minicomputers, servers, personal computers. In today's world, there are tens of millions of personal computers in stock, computers have been cheaper to $3,000, Wang An's computer's pure text-processing model is not worth $3,000, and rich countries have already used computers to start copywriting - so Wang An computer has risen.

Since Moore's Law was proposed in the 60s, it has not become invalid, and we can conclude that in the next 10 or 20 years, the number of computers in the world will reach 100 million or 1 billion units according to a simple prediction based on the growth curve of computer ownership.

When there are 100 million personal computers on the earth, will 'business elite office' still be the main application scenario of personal computers? What about 1 billion units? Therefore, in order to 'in the next few years, business elite office stability, compatibility and fluency' at the expense of other expansion possibilities of closed design, can really adapt to the future society?

"It seems to make sense, history is like this......"

A discordant voice that surprised everyone.

Because, the staff who originally presided over the meeting did not dare to directly echo Gu Ao.

After all, Gu Biao's point of view is contrary to that of the American guests, so he always has to save some face for his friends, and even if he wants to go along with it, he will go back and echo it in private.

However, this discordant voice was involuntarily spoken to himself by Wang Lie.

That is, the Americans themselves were persuaded by Gu Biao.

"Gu Biao is so powerful? Even the Americans themselves have been convinced, that should be true. The staff who presided over the meeting thought about it, and their hearts suddenly felt confident.

When Wang An heard this, he was so angry that he didn't open his Chinese, and his son was persuaded by his peers first.

It's really a wretch, don't you have any opinions?

"Waste! Don't you know that Gu Biao was mixed up by the relevant diplomatic departments! Can his mouth be believed? That is a big deception that has deceived a bloody path in the sea of corpses and blood! Even if the truth is correct, it has to be discounted because of his background, not to mention that it is ambiguous in the first place!"

Wang An was furious in his heart and complained about his son.

In this case, the father can only debate with Gu Biao in person.

Wang An calmed down the colic pain in the chest and abdomen cancer, gritted his teeth and said: "What does Xiao Gu mean, does he think that 'software scalability' is very important? It is so important that it cannot be satisfied by hardware providing companies and even his alliance friends? In the future, it must be fully opened so that anyone can develop application software on this platform?"

What we are discussing today is not a qualitative issue, but a quantitative analysis. I'm not saying that IBM's model will never work in the future, but I'm saying that it won't work in 5 years, and it's hard to say in 10 years — why are you so sure?"

Jiang is still old and spicy, Wang An's words seem to be very pertinent, the key is that he really believes so, so it is quite infectious.

Some of the participants' ideas were pulled back by him.

Gu Biao knew that this question could not be answered positively.

Because it is useless to answer the iron mouth and cut off the prophecy directly.

However, he has a solution.

Gu Biao is an IT person who came back from later generations, and when he encounters this kind of strategic prediction, let's talk about history if he doesn't predict it - Christensen's "The Innovator's Dilemma", which is the best attack material, and the classic cases in it are all life-threatening.

As for the question of whether Gu Biao has memorized "The Innovator's Dilemma", there is nothing to worry about - you don't even know "The Innovator's Dilemma", how can you get into Ahri Baba in the future? Even if you apply for a code farmer, you can't get in.

Christensen's popularity in the IT circle is definitely on the same level as Newton Einstein Darwin.

"Mr. Wang, do you think that 25 years ago, Thomas Watson Sr. could have predicted how many new applications would be needed when the minicomputer appeared 20 years ago? Do you think that Thomas Watson Jr. 15 years ago could have predicted how many new applications would be needed when the personal computer appeared 10 years ago?

If you think you can, then do you know how many of the companies that supported IBM in those two eras? Let me give you an example. As we all know, 30 years ago, in 1956, it was you who invented the 'magnetic core memory' and sold the patent to IBM, allowing IBM to build the first hard disk of mankind, the IBM-350RAMAC.

After that, you may not care much because you have never had anything to do with the hard drive industry again. But I've reviewed that history. When there were only mainframes in the world, those companies that provided 22-inch hard drives for mainframes, they generally lived to die by the end of the 60s, 98% died, and only 2% of them transformed to live to the 14-inch era, providing hard drives for small computers......"

Gu Biao's specific wording, I won't repeat it all, lest he write the word water, anyway, he just put 22 inches, 14 inches, 8 inches, and 5.25 inches...... The bloody story of each generation of companies being kidnapped by the needs of their existing target customers and finally dying is retelled.

Specifically, you can go to "The Innovator's Dilemma" and write a few chapters.

Then Gu Biao changed his words and returned to the question of "what will happen when Wang An's computer is bound by the 'white-collar office elite', the customer group with the largest demand for personal computers, and is limited to death in the space that cannot offend this group of people".

Don't dare to offend this group of people at all, and you won't get one or two orders of magnitude of new customers who are lower than them, but more numerous!