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Eric Schmidt replied calmly: "In retrospect, Sun Microsystems chose the wrong direction in terms of strategy, leadership, management, culture, and so on. ”

The richest man asked with interest, "What do you mean by that?"

Eric Schmidt said slowly: "In terms of strategy, the main direction of Sun Microsystems has always been on hardware, even if it has developed software products such as operating system Solaris and programming language Java, it is also for hardware products, which has led to the fact that the actual competitor is not Zheru Software Company, but IBM, Fangyuan and other manufacturers. As a result, the so-called 'NOISE' alliance itself is riddled with internal contradictions. ”

"In terms of leadership, Solar Microsystems lacks truly forward-thinking leaders. ”

Originally, in addition to Fangyuan and Zheru's platform, Sun Microsystem's RISC microprocessor SPARC, operating system Solaris, programming language Java and other achievements are valuable resources that are enough to support a piece of the world. ”

"It's a pity that Sun Microsystem has not been able to really make use of these good cards to unite, win over, and support peers, but instead compete fiercely with it, especially with IBM on the Unix platform. ”

In contrast, over the past ten years, Tang has supported many partners, including many Fangyuan computer compatible machine manufacturers and third-party developers of Zheru software platform, forming an industrial ecosystem that is truly difficult for users to give up. ”

"In terms of management, Sun Microsystem has the common problem of Silicon Valley technology companies, when the scale of the workshop is vigorous, after the formation of scale, the free and loose atmosphere has become a cancer of the enterprise, and the work efficiency can not be compared with Intel, Microsoft, and Zheru software. ”

In other words, even if the solar microsystem chooses the right direction strategically, it does not have the enough execution power to make it happen. ”

"In terms of culture, there is a very embarrassing phenomenon within Sun Microsystem, that is, despite the management shouting all day long to defeat Zheru Software, many employees are proud to join Zheru Software. ”

It can be said that Zheru Software Company has done it, taking the elite under its command and leaving the mediocre to the opponent. ”

Tang Huan interjected and quipped: "Schmidt, among the Sun Microsystem elites who are proud to join Zheru Software Company, do you also include you?"

Eric Schmidt sweated on his forehead and said, "This ...... I've been away from the solar microsystem for almost two years now. ”

The richest man laughed loudly, waved his hand, and said, "Please continue the topic just now." ”

Eric Schmidt hurriedly concluded: "That's pretty much the analysis I've done from my own experience. ”

Tang Huan bowed slightly, and asked instead, "Can you tell me about your current situation in Wangwei?"

"Now I'm mainly helping NetVision's product line move from the private network protocol IPX to the public protocol TCP/IP. Eric Schmidt replied succinctly: "NetVision's network operating system used to be quite popular in the past, but TCP/IP has become the standard protocol of the huge Internet, and IPX is only a negligible LAN application space, and NetVision's product transformation is still a bit slow." ”

"Then what do you think about cloud computing services?" Mr. The richest man finally turned to the topic.

Eric Schmidt replied cautiously: "I think that Tang's 'software-as-a-service' idea at the Zheru Spring Developer Conference not long ago is a sign of the future development direction of the industry, and cloud computing services are the concrete implementation of this rule change." ”

"According to my observations, over the years, although the performance of computer hardware has been continuously improved under the effect of Moore's Law, and the software functions have become more and more abundant, the burden of IT expenditure on enterprises has been increasing. ”

"This 'IT expenditure burden' not only refers to the cost of procurement, but also the more important application scale of enterprise computer information systems, resulting in a significant increase in IT management and maintenance costs. ”

This phenomenon can be seen in the system administrators employed by the enterprise. ”

For example, ten years ago and now, the content involved in the Zheru certification system is not the same, and in order to get a Zheru certification certificate that is full of gold content, or even directly means a high-paying job, it is more and more difficult to calculate the increase in the cost paid by the test taker. ”

"These cost increases will eventually add up to the companies they are hiring. ”

In contrast, centrally hosted cloud computing services will significantly reduce this burden. ”

"If we look at cloud computing services from the perspective of ordinary individual users, then it can be realized that everyone can log in to their accounts on any device or anywhere, and the data, experience, etc., they get are completely identical. ”

"I believe that what cloud computing services represent is absolutely revolutionary, but that's all I can think about right now. ”

Tang Huan, who was very satisfied, stroked his palms and smiled: "Why do I favor technical executives in the IT circle instead of those executives from sales, accounting, and other fields? The main reason is that the concept of cloud computing services requires a certain foundation to grasp, and if I don't grasp the concept of cloud computing services, how can I rest assured that they are in charge of Zheru Cloud Service Company?"

Eric Schmidt, who heard the subtext of Mr. the richest man's words, couldn't help but be ecstatic.

Because Wangwei put the hope of solving the company's current predicament on the capital operation of the acquisition, Eric Schmidt did not do well there, so he accepted the headhunter's application arrangement.

However, Eric Schmidt could imagine that there would be absolutely no shortage of applicants for Zheru Software, and the competition would inevitably be very cruel.

Therefore, Eric Schmidt just had the idea of giving it a try, but he didn't expect that luck would come to him now.

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The following is the anti-D part.,Update it tomorrow.,Just ignore it.。

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Of course, the fact that such a well-known public enterprise such as Zheru Software Company made such a big move was of course quickly known to the world, and all stakeholders immediately rejoiced.

The blow of buying back shares according to the situation is inevitably a bit false, but the decision to spend an additional $500 million on StudiOS_XP marketing is a real benefit.

You must know that since Microsoft's Windows_98 was abused by the Chernobyl computer virus, the only general operating system for consumer-grade personal computers on the market is the StudiOS_XP of Zheru Software Company; and Microsoft can only hope that the Windows_NT, which was originally oriented to server workstations, can come up with a home version at the end of the year to fill the position.

In other words, the global annual shipment of personal computers has reached 100 million units, and in the process of changing its role from a productivity tool to a digital center, Zheru Software has a unique market, especially StudiOS_XP is so good that both partners and consumers are very satisfied.

Based on this, there is no doubt that a huge profit is involved in business opportunities and is in front of the entire industry.

Now, Zheru Software Company has added an additional $500 million to the StudiOS_XP market promotion, which is simply a further insurance for this gluttonous feast, which is absolutely delicious and full!

In Tiger Fund's office, Julian Robertson listened to Andris Harverson, Lee Ensley, Stephen Mandel, David Goel, and others discuss the impact of Philosopher's big move to use cash reserves to short its stock.

For example, as a standard value investor, Lee Ensley analyzed according to his own line of thinking: "Zheru Software added $500 million to the StudiOS_XP market, in essence, by further highlighting the huge business opportunities brought by StudiOS_XP to the entire IT industry, and to strengthen the pressure on the industry's petition activities, so as to achieve the purpose of temporarily shelving the trial of the United States of America v. Zheru Software Monopoly." ”

However, even if Zheru Software's plan succeeds, the Department of Justice will only compromise temporarily, and it certainly does not want the monopoly case of the United States of America v. Zheru Software to be entangled with the upcoming 2,000-year-old US presidential election, and will resolutely let the monopoly judgment be finalized in the second half of this year and break up the current Zheru Software Company. ”

Therefore, from a longer-term perspective, the foundation for shorting Zheru Software is not only there, but also very strong. ”

Julian Robertson nodded and concluded: "Compared to the .COM companies that hype up the concept, Zheru Software is undoubtedly a good company, but the problem is that it has been so successful that the Justice Department is determined to break the monopoly it controls." ”

"It was because of this that I had the confidence to short Zheru Software. ”

At this point, Julian Robertson said: "I know that .COM companies, which we have always been unoptimistic about, can soar in the stock market, and it is becoming more and more incomprehensible, and even beginning to doubt the value investing analysis method we have used for a long time......"

"That's what it was. Someone immediately complained: "After analyzing for a long time, it is better than those laymen, simply according to the principle of 'traffic is king', and directly pick stocks based on feelings." ”

"Take Amazon, the online shopping company that has just gone public, for example, obviously in four to five years, it will not be able to achieve even a slightly larger profit, but the IPO is still extremely hot, and the shares with an issue price of $22.5 per share have been snatched up, why?"

Listening to the frustration in the tone of the crowd, Julian Robertson has understood that he will continue to monopolize power as before, and suppressing the own ideas of some subordinates will inevitably lead to detachment.

Alas, who made the strength of the Tiger Fund shrink significantly, and it is impossible to cover up all the ugliness!

Thinking of this, Julian Robertson laughed and announced in a relaxed tone: "I am ready to set up several more independent funds outside the Tiger Fund system to let people with more ideas play out." For example, isn't there someone who wants to buy Intel stock? Then you can do what you want to do with your own ideas. ”

The conference room, which can be called full of talents, but somewhat dull, was suddenly stimulated by Julian Robertson's decision.

……

At 200 West Street in Manhattan, New York, the Goldman Sachs Building, which is diagonally opposite One World Trade Center, welcomed an extremely distinguished guest, that is, Tang Huan, the world's richest man, and Goldman Sachs CEO Henry Paulson greeted him with a spring breeze.

Goldman Sachs has just completed a good deal, that is, the underwritten Amazon shares have been successful in the NASDAQ IPO, and the mood up and down is naturally very good.

Of course, Mr. The richest man's respect for Goldman Sachs is not only limited to the identity of a customer, he is also a shareholder of Goldman Sachs.

Each system has its own way of balancing interests.

Take enterprises as an example, non-boss public companies have the living methods of non-boss public companies, and superior public companies have the living methods of superior public companies, such as Tang Huan's Zheru and Zheru software.

For a long time, Goldman Sachs has been a partnership company, and in order to transform into a listed company, it has been fighting internally for at least ten years, and now it finally has the final result, that is, Goldman Sachs, which always helps other companies IPO, will also send itself to the stock market in May this year.

However, Goldman Sachs' stake in the general public is not very large, about 12%, of which 48% is held by corporate partners, 22% is distributed to employees, and the remaining 18% goes to retired partners and long-term investors, including Sumitomo Bank.

The richest man holds a 2.8% stake in Goldman Sachs, and this time it is a work tour of Goldman Sachs before it is about to go public.

However, Henry Paulson still did not forget to quip: "Don, I thought you would drop by and deliver business to your door." ”

"Business?" Tang Huan raised his eyebrows, "I really want to give a deal to Goldman Sachs." ”

"Tell me about it...... then," Henry Paulson hurriedly urged.

The richest man looked at each other with burning eyes, and asked slowly: "Tell me first, who is shorting Zheru Software Company?"

"Well...... Henry Paulson looked embarrassed.

As soon as Tang Huan stretched out his hand, the assistant next to him handed over a document with a light movement, "This is the first fund, five hundred million US dollars." ”

After Henry Paulson glanced at the documents, he asked his subordinates to check them in a fake way, and at the same time persuaded bitterly: "Why do you care who is shorting the shares of Zheru Software, anyway, you are ready to buy back the shares of Zheru Software." ”

"It won't be that simple. Mr. The richest man snorted, "In the eyes of some people, Zheru Software is now an excellent gap, and once opened, it will have a symbolic significance." Like a stock market crash, it always starts with the one that causes panic in the crowd. ”

Henry Paulson's lips were open, and he didn't know how to answer, but fortunately he soon came to the stairs and his subordinates sent the results of the investigation.