聯想買PALM，死路一條

聯想買PALM，死路一條

 

聯想曾經期望通過購買IBM的電腦部門，來將自己打造成世界一流的電腦公司。花掉巨額資金之後，才“發現”自己在一個夕陽行業，用購買勞力士的價錢，買了一隻YardSale的廉價手表。不知道中國人的智慧，到那一天才能夠趕上這些西洋人的腳步。

這一次，據說，聯想又想購買PALM，來進軍美國市場。如果真的如此，我勸中國的銀行還是自己守好自己的錢袋子，中國的股民也好自為之，不要輕易被這種自吹的“世界一流”企業所忽悠。為什麽：在一個蘋果公司咄咄逼人的市場，在一個還有穀歌和微軟等後續者跟進的地方，在一個連ＲＩＭＭ都不得不苟延殘喘的戰場，一個後來者靠買入一個沒有人要的“三流”技術，能夠有前途嗎？按照目前的勢頭，曾經靠“黑草莓”發家和發財的ＲＩＭＭ，在十年之後，自己可能都沒有容身之地。差一點是讓自己成為下一個“北電”，好一點，可能也不過是下一個“戴爾”罷了。

ＰＡＬＭ的技術可能會在惠普的手裏起死回生，但是，卻不可能會在聯想的手裏在美國市場變得風風火火。有的，隻能是死得更快，最後連同聯想自己的屍體。

我尊敬的中國企業家們，還是量力而行為好，知道自己到底有幾斤幾兩。在這個世界上，不是金錢就能夠買到一切的。企業的成功，有錢充其量隻能是第二位的保證因素。

“有錢能使鬼推磨”的“偉大”哲理，也隻有在忽悠可憐的中國民眾的時候有點作用。中國企業的海外水土不服，有著內在的必然性。

 

附錄：Palm shares up on takeover speculation

5:17 PM ET 4/7/10 | Marketwatch

SAN FRANCISCO (MarketWatch) -- Palm Inc. saw its shares jump 20% Wednesday on speculation that PC maker Lenovo might be interested in making a bid for the troubled wireless device maker.

Shares of Palm (PALM) began surging midday. By the close, the stock was up 77 cents at $4.62 -- its highest closing price since March 18, when the company reported results for its third fiscal quarter and issued a disappointing forecast for the current period due to weak sales of its latest smartphones. See full story on Palm's disappointing forecast.

The spark behind Wednesday's trading, according to Dow Jones Newswires, was a rumor that Chinese computer maker Lenovo was eyeing the company for a potential takeover bid.

The company made no official announcement. But Lenovo CEO Yang Yuanqing told a German newspaper that the company was considering making more acquisitions to build out its mobile Internet business, though Palm was never mentioned. The CEO has made similar comments in past interviews with other publications.

Some analysts believe that Palm's only hope to salvage some value may be through a buyout, though many are skeptical that a buyer would be interested given the company's current struggles to sell its handsets.

But for a company looking to break into the U.S. wireless business, Palm offers the attractive combination of a new mobile operating platform and relationships with carriers.

"If you want a seat in the U.S. market, i.e. carrier relationships and an established brand, than you have to buy in," said Matt Thornton of Avian Securities on Wednesday. "Lenovo has no shot doing it on their own."

Shaw Wu of Kaufman Bros. said Lenovo was a possible candidate to take over Palm, but there are others as well, including Hewlett-Packard (HPQ), Dell (DELL) and Cisco Systems (CSCO).

"Lenovo is possible, but I'm not sure they have the balance sheet for this," Wu said. "H-P is definitely more plausible."

Palm's market value has taken a major hit this year as the company's latest smartphones -- the Pre and the Pixi -- have failed to sell well at carriers such as Verizon and Sprint. The stock is back to its levels before the company introduced the Pre and its newly-built webOS mobile operating system at a trade show in January of 2009.