Chapter 0642 - Uncertainty in the Personal Computer Industry

At this time, Tang Huan had several documents in his hand, one of which was related to the emerging mobile communications industry.

At present, Tang Wenmao, who has been appointed, has acquired cellular phone business licenses all over the United States in the form of the Tang family's business and established a mobile communications company.

Although the business profit model of this business is still immature, and many telecommunications predators, including AT&T, are still on the sidelines, some business adventurers are already jumping on the bandwagon.

Therefore, Tang Wenmao's acquisition process was not smooth sailing, but it would encounter opponents from time to time, especially Craig McCaw, a fellow countryman from Seattle-Gates, Washington, who was the most active and decisive.

The cellular phone license issued by the Federal Communications Commission of the United States is somewhat similar to the cable television license that has been monopolized and divided by the princes earlier, and it represents hundreds of different districts, and the specific value is determined by the number of people in the district.

Craig McCaw, and his father, the entire McCaw family, have amassed a fortune by taking advantage of the rapid growth of the American cable industry from scratch.

With this kind of family history, Craig McCaw has a deep understanding of cellular telephone, a field that is new but has a lot in common with cable television.

Admittedly, in terms of financial resources, the Craig McCaw family can't compete with Tang Huan, but the acquisition of a cellular phone business license is a very skillful job.

If the whole of America is described as a checkers board, then the FCC divides the various cellular telephone system operating regions into grids. Newly formed mobile communications company. Naturally, I want my jurisdictions to be connected, and the chess pieces can jump all the way unimpeded.

But this is the key to the game of all parties, as the so-called success is not enough, and there is more than defeat. Speculators who can't afford to buy a large number of licenses are competing for key cellular phone system operating areas in order to sell them at a price in the future.

In this way, Craig McCaw has played against Tang Wenmao several times, each with a win or a defeat, and then the opponent inevitably draws some good cards.

Tang Huan had already expected this kind of scuffle for food, and he didn't care too much. After all, he is not the only person who is optimistic about the prospects of cellular phone applications and is willing to take risks in the initial stage.

In fact. Considering the cost of acquiring a cellular phone business license, the main indicator is to look at the average price per capita. The sharp rise in prices caused by certain districts is nothing when divided by a huge base.

According to Tang Huan's assessment conclusions. The average price per head of more than $80 is also very profitable. And the average price per capita in the areas where cellular phones are operated has now been won is less than $60.

With this calculation in front of him, Tang Huan naturally didn't need to care too much about the troubles of Craig McCaw and others.

In addition, the richest man has recently made a large amount of money, and his financial resources are incomparably sufficient. Not to mention the recent summer box office hits, just a few investments in previous years have returned hundreds of millions of dollars.

For example, the shares of Coca-Cola, which Tang Huan bought for less than $11 per share, have now risen to dozens of dollars. The reason is that Coca-Cola, which had previously diversified its business and bought Columbia Pictures, felt that competition was threatened. I had to start to pay attention and turn my business focus back to my old business - beverages. The results have been remarkable, greatly stimulating the enthusiasm of investors.

American Express, for example, benefited from the benefits of the boom in IT and communications technology, and its credit card business was very successful, which led to a strong share price rally.

Such a return on investment on the bright and dark sides made Tang Huan, who spent a lot of money, still have a bulging pocket, and he is really too lazy to care about the intrigue in the process of acquiring a cellular phone business license; With that effort, maybe you will find several more business opportunities.

However, the impact of the booming mobile communication business on Motorola inevitably made Tang Huan frown.

Seeing that the business opportunities generated by the cellular phone system are more profitable, Motorola, an established company, is a little bit disdainful of the microprocessor business, so that the action of developing the next generation of MC680030 has become lazy.

Ten years into the original plane, this contempt would have seemed incredible, even ridiculous, but now it happened naturally.

Compared with the highly competitive microprocessor field, with years of hard work, Motorola has a more obvious advantage in the field of mobile communications, and it is also easier to make money.

Tang Huan complained about this, the current stage of the analog mobile phone system, that is, the more well-known first-generation mobile communication technology, that is, 1G, is just a foreshadowing for the digital 2G. At that time, whether it is a front-end terminal or a back-end device, the role of the microprocessor will only become more important. Motorola's absent-mindedness is too short-sighted.

Moreover, Tang Huan was very satisfied with the effect achieved by Fangyuan personal computer in terms of CPU usage strategy, and he hoped that Motorola would continue to play the role of one of the wings. But now it seems that there is a certain uncertainty.

In addition, the documents submitted by the subordinates also mentioned the latest progress in the negotiations between the United States and Japan in the semiconductor industry, and Japanese semiconductor companies will definitely not be able to continue the current wayward product dumping.

In other words, in the next year or two, the price of memory may increase. This is the second uncertain factor for the promotion of the fourth generation of Fangyuan personal computers.

For a 32-bit platform to be effective, it also needs to have at least 1MB of memory - higher capacity memory allows programmers to cram more functionality into the operating system and application software.

If there is a shortage of memory, it will cause far more harm to the growth of the market share of the fourth-generation Fangyuan personal computer than the uncertainty factor on the CPU.

Intel CEO Andy? It was at this time that Grove came to meet Tang Huan, who was busy calculating unexpected factors, and proposed that Intel did not plan to continue to implement the second supplier system on Intel80386.

Seeing that the CPU with wings flying together was about to be uncertain, Tang Huan subconsciously rubbed his eyebrows.

After more than 10 years of development. The landscape in the field of microprocessors has been formed.

Among them, 8-bit and 16-bit microprocessors are the most mature, not counting those secondary suppliers, there are Motorola, Intel, Texas Instruments, Zilog, MOSTechnology, WDC, National Semiconductor and many other companies. Have your own architecture and technology.

As for the latest 32-bit microprocessors, in addition to Motorola and Intel continuing to follow up, competitors such as National Semiconductor and AT&T's Western Electronics are not far behind, and Zilog will also launch its own 32-bit product Z80000.

And this situation of the rise of the group is not counting the RISC processors that have already shined in practical applications.

It is entirely foreseeable that in the next few years, there will definitely be an existential processor war in this market.

Tang Huan, who belongs to the latecomer in the field of general-purpose microprocessors. At this stage, there are two CPU factions that are completely their own, one is the RISC architecture microprocessor Holder series used in communication equipment and mid-to-high-end microcomputer products, and the other is the low-energy microprocessor that is still in the development and improvement stage. It is jointly responsible for Wang Xuehong's team and WDC.

As for the desktop-level microprocessors used in personal computers, Tang Huan feels that Motorola, Intel, and other companies that have a first-mover advantage and mature technology can play well, and he can get a share of it anyway, so there is no need to fight for it on the front line in person.

But now it seems. Due to changes in the relationship of interests. Neither Motorola nor Intel is very peaceful.

Tang Huan couldn't understand whether this change was good or bad for a while, so he could only act according to his feelings for the time being, and asked rhetorically with a deep groan: "Then how does Intel guarantee the supply of Intel80386?" ”

"We plan to completely withdraw from the memory field and concentrate on the microprocessor business, build a new factory, and expand production capacity. At that time, there will not even be any need for the help of Tang's semiconductor factory foundry. "Andy? Grove unsurprisingly broke another story.

As soon as I heard this. Tang Huan's brows furrowed even tighter. I was worried that the price of memory would rise in the future, but Intel stopped picking on it. It's just adding fuel to the fire.

"With Robert Noyce's active campaign, the U.S. federal government is finally willing to negotiate for the U.S. semiconductor industry, and favorable outcomes will soon be determined. But Intel is going to completely withdraw from the memory field at this time, and Robert Noyce's busyness will not become a wedding dress for others? Isn't it nice for Intel to take care of the microprocessor and memory together like before? Tang Huan was very curious about what the other party thought before he made such a radical decision.

"Originally, Gordon Moore and I wanted to maintain this model, but after the recession of the U.S. semiconductor industry, the situation is different after all, and there are many contradictions on how to allocate resources between memory and microprocessors. The microprocessor division contributed more than half of the profits, but received less than a third of the resources, and it was inevitable that they would be dissatisfied; The memory department, which claims to be the boss, complains that it has not received full support from resources, which has hindered the development of new products. Rather than being in such a dilemma, it is better to make a quick decision as soon as possible. Moreover, even if the U.S.-Japan negotiations reach a result that is favorable to the U.S. semiconductor industry, the memory business, which does not have many advantages in terms of technology, cost, and quality, will be difficult to compete with its domestic counterparts in the United States, and even the current users are only inertial to maintain relations with Intel. ”

Andy? After Grove explained, he smiled wryly: "Although this decision is painful, there is no choice. I hope that Don can support our idea on the board. ”

Tang Huan thought for a moment and found that this was really the case. Although Intel will not have to worry about the dumping of products from its Japanese counterparts in the future, it really does not have a decisive advantage in the field of memory, so much so that it has not come up with 256KB of DRAM until now.

It's not that Intel engineers are stupid and can't do it technically, it's that the implementation is different, which makes the manufacturing solution too difficult and delays in solving it.

Or, it would be more appropriate to describe Intel's memory business at this stage as "going too far on a fork in the road with an unpredictable future".

Tang Huan bowed slightly, accepting Andy? Grove explained, "No matter what, since I promised to support you, I won't break my promise. ”

"But ......," Tang Huan asked playfully, "I remember that in order to resist the large-scale attack from Japanese semiconductor companies, Intel and AMD reached a patent cross-agreement very early in the industry alliance advocated by Robert Noyce, so as to avoid duplication of R&D resources from both sides." Now that Intel has decided to take sole control of Intel80386 and not distribute the second supplier license to the outside world, strictly speaking, it is treacherous, so how to deal with AMD's reaction? ”

Andy? Grove coughed lightly with a red face, and then replied coldly: "Intel is in a life-and-death situation where it has to transform, and if it can't be resolved through negotiation, then prepare for a legal confrontation." Anyway, the longer it drags on, the better the situation will be for Intel. ”

"Ruthless!" After Tang Huan muttered in his heart, he praised him loudly: "Yes, Andy, in the highly competitive IT industry, Intel needs a decisive leader like you." ”

Got Tang Huan's affirmation, Andy? Grove perked up and hurriedly made a specific request for support, "In addition to asking Don to stand on my side on the board of directors, I also hope that Fangyuan Personal Computer will increase the use of Intel CPUs. ”

"It makes sense." Tang Huan nodded and agreed, "With the release of the fourth-generation Fangyuan personal computer, the old products, including the third-generation Fangyuan personal computer, and their various compatible machines, will inevitably give up the mainstream status and go to the low-end, which will stimulate shipments and increase the demand for Intel80286 and Intel8086." In addition, this is also the case for other end devices, including printers. As for the Intel80386, it depends on the specific production. However, Fangyuan computer and Zheru software will help build momentum, and even provide the implementation scheme of the third-generation Fangyuan personal computer equipped with the low-frequency model Intel80386. After all, even without the 32-bit features of the Intel 80386, its performance improvement in a 16-bit environment is commendable, which can also relieve the pressure on the yield of the Intel 80386. ”

Tang Huan said the strength of his support, Andy? Grove was overjoyed. The degree of specificity of these measures has exceeded his expectations, and he cannot be dissatisfied.

But Tang Huan's cheerfulness also made Andy? Grove's next words are difficult to say, "Tang, once Intel announces that it will change its main business and withdraw from the memory market that has been operating for more than ten years, it will inevitably cause doubts among investors. The transition from a memory company to a microprocessor company was inevitably turbulent. I also ask you to help me resist these external pressures. ”

"Andy, you just need to concentrate on your CEO position, if Gordon Moore can't shelter you from the wind and rain......" Tang Huan pointed to himself, "Then you can come to me." ”

Andy who got Olympic aid? Grove, whose heavy heart eased a lot, chatted for a while, and after showing his loyalty, he took his leave and withdrew, just in time to see a very bewitching young woman in sunglasses waiting outside.

Andy? Grove is not surprised, after all, Tang Huan's identity is very complicated, for example, in addition to the leader of the IT industry, he is also a Hollywood tycoon, and the natural visitors are also diverse.

After glancing at it, he walked away quickly, while the other party quickly stood up and walked into Tang Huan's office.

? (To be continued.) )