????IBM首席執(zhí)行官羅睿蘭將放棄年終獎。

????羅睿蘭于本周二發(fā)表了上面這個聲明，這個舉動在科技公司首席執(zhí)行官中是少件。它意味著羅睿蘭深知自己身陷泥潭。確實，IBM季度營收再次不及華爾街預期，公司全年營收998億美元，同比下滑5%。按照通用會計準則，全年凈利潤為165億美元，同比下滑1%。

????藍色巨人IBM已連續(xù)三個季度令華爾街失望。

????IBM曾以快速轉(zhuǎn)型而著稱，它一方面能迅速放手陷入衰退期的業(yè)務，另一方面能作為先行者涉足新興市場，但它如今的行動卻不夠迅速。羅睿蘭執(zhí)掌IBM的兩年時間里，這家位于紐約州阿蒙克的科技公司已經(jīng)掉隊，遲遲沒有打造出面向未來的新興武器，也就是云計算、移動互聯(lián)網(wǎng)、社交網(wǎng)絡以及大數(shù)據(jù)。同時，它又一直跟已經(jīng)過時的硬件產(chǎn)業(yè)糾纏不清，遲遲沒有出手賣掉這些資產(chǎn)。

????羅睿蘭用放棄年終獎的舉動向大家表示，她將承擔起IBM轉(zhuǎn)型不順的責任——羅睿蘭將其稱為“艱難再造”。

????不過，IBM也并不是一片愁云慘霧。事實上，這家公司季度每股收益創(chuàng)下新高，達到5.73美元，環(huán)比增長12％。那些希望獲得更多價值的股東會為此感到高興。不過，每股收益不一定能反映公司未來的增長潛力。IBM董事會去年十月批準了斥資150億美元用于股票回購，它可能還會延續(xù)這一戰(zhàn)略。同時，IBM的軟件業(yè)務增長了4％，服務訂單存量的總額為1430億美元。

????近幾周，感到情況不妙的IBM格外賣力，試圖在此前收獲甚微的市場有所斬獲。1月9日，IBM宣布投資10億美元于新成立的IBM沃森事業(yè)部。這個部門將在紐約雇用2000人，同時，它還將成立一只1億美元的基金，以促進沃森開發(fā)者云（Watson Developers Cloud）中的創(chuàng)新。隨后，1月17日，IBM宣布將投資12億美元擴充其全球云業(yè)務實力。這家公司將在2014年新建40座數(shù)據(jù)中心，使自身云計算能力翻一番。過去四年，IBM已斥資70多億美元，用于進行和云計算相關(guān)的收購。

????過去十年，IBM一直在積極拆分旗下傳統(tǒng)的硬件業(yè)務。然而，這項業(yè)務至今仍然令IBM不堪重負。去年春天，曾有報道稱IBM正努力將該業(yè)務出售給聯(lián)想，但最終雙方因價格談不攏而作罷。如今，IBM再度謀求出售低端服務器業(yè)務，聯(lián)想以及另外幾家公司都在考慮之列。

????IBM一些大手筆投資似乎開始有所回報。它的云計算業(yè)務營收達到了43億美元，年增長近70％，有望躋身云計算領域的第一方陣?！緭?jù)分析師估算，競爭對手亞馬遜公司（Amazon）去年的營收為32億美元，但亞馬遜并未公布營收?！縄BM公司2015年的路線圖可謂雄心勃勃。根據(jù)該路線圖，IBM的云業(yè)務規(guī)模2015年將達到70億美元。IDC首席分析師弗蘭克?金斯稱：“IBM正大舉投資，以期在未來五年成為數(shù)一數(shù)二的云服務企業(yè)?，F(xiàn)在就看執(zhí)行的情況了?！?/p>

????IBM似乎準備在未來五年躋身云服務企業(yè)三強，另外兩家躋身三甲的公司可能是亞馬遜和微軟（Microsoft）。IBM能否夢想成真？一切就看執(zhí)行的情況了。(財富中文網(wǎng))

????譯者：項航

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????IBM (IBM) chief executive Virginia "Ginni" Rometty is passing up her annual bonus.

????It's a rare move for any tech CEO, and it signals that Rometty knows she's got trouble on her hands. She made the announcement Tuesday as the company missed Wall Street's expectations yet again for its quarterly earnings, reporting a five percent annual revenue decline to $99.8 billion for 2013. Net income according to generally accepted accounting principles fell one percent for the year, to $16.5 billion.

????It's the third quarter in a row that Big Blue has left analysts feeling disappointed.

????In short, a technology company that has built its reputation on moving fast to exit aging businesses while being the first to enter new businesses is not moving fast enough. In the two years since Rometty took the top job at IBM, the Armonk, N.Y.-based company has fallen behind in building the tools of the future -- namely for cloud computing, mobility, social networking and big data -- while struggling with archaic hardware businesses it has been too slow to sell.

????In giving up her bonus, Rometty is signaling that she's willing to take responsibility for the transformation of IBM -- what she calls "restless reinvention."

????Still, not everything is doom and gloom at the company. IBM reported a record $5.73 quarterly EPS, up 12 percent for the quarter, which will please shareholders seeking more value from their holdings. Still, that figure doesn't always provide insight into the company's ability to grow in the future. IBM's board authorized a $15 billion authorization for share repurchase last October, so it's likely the company can continue this strategy. Meanwhile, IBM's software business grew 4 percent. The company's service backlog is $143 billion.

????Sensing trouble, IBM has in recent weeks made additional effort to get traction in the markets that have eluded it. On January 9, IBM announced a $1 billion investment in a new IBM Watson business unit that will employ 2,000 people in New York and include a $100 million fund to boost innovation within its Watson Developers Cloud. Following this was a January 17 announcement that the company will invest $1.2 billion to expand its global cloud footprint, doubling the company's cloud capacity by building up to 40 new data centers in 2014. In the past four years, IBM has invested more than $7 billion in cloud-related acquisitions.

????But IBM's traditional hardware businesses, which the company has moved aggressively to offload over the last decade, continue to weigh it down. The company has revived its efforts to sell its low-end server business. Efforts were reportedly underway to sell the business to Lenovo last spring, but they broke down over price. Lenovo is one of several companies rumored to be in the mix today.

????Some of IBM's considerable investment shows early signs of taking hold. At $4.3 billion, the company's cloud business is up nearly 70 percent for the year, positioning it to be among the top cloud-computing contenders. (According to analyst estimates, competitor Amazon managed $3.2 billion in revenues over the past year, though Amazon does not break out the figure.) According to the company's ambitious 2015 roadmap, IBM will have a $7 billion cloud business by 2015. "IBM is making the investments to be one of the top two or three cloud-based players in the next five years," says IDC Chief Analyst Frank Gens. "Now it'll all hinge on execution."

????IBM looks to be positioning itself to be in the top three cloud players in the next five years, along with perhaps Amazon and Microsoft. Will it succeed? It will all depend on one word: execution.