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三大戰(zhàn)略收購(gòu)有望助微軟再度顛覆科技行業(yè)

三大戰(zhàn)略收購(gòu)有望助微軟再度顛覆科技行業(yè)

Mike Kwatinetz 2014年04月14日
微軟現(xiàn)在需要重新審視自己的并購(gòu)戰(zhàn)略,效仿Facebook收購(gòu)WhatsApp等公司的做法,收購(gòu)一批新興技術(shù)領(lǐng)域的佼佼者,借此實(shí)現(xiàn)自我革新,成為云服務(wù)、智能手機(jī)和遠(yuǎn)程會(huì)議等新興領(lǐng)域的創(chuàng)新龍頭,重新顛覆科技行業(yè)的現(xiàn)有格局。

????據(jù)W3Techs稱,全球超過(guò)80%的網(wǎng)站都使用PHP語(yǔ)言編寫(一種HTML內(nèi)嵌式的語(yǔ)言——譯注)(也有測(cè)算稱,這個(gè)比例只有50%)。隨著市場(chǎng)開始向移動(dòng)平臺(tái)轉(zhuǎn)移,加上Drupal、Magento和WordPress等熱門應(yīng)用快速贏得市場(chǎng),對(duì)PHP的應(yīng)用還在加速。與Linux類似,它也是下一代基于云的網(wǎng)絡(luò)和移動(dòng)應(yīng)用領(lǐng)域的主要開發(fā)工具。微軟應(yīng)該認(rèn)識(shí)到,它必須成為PHP領(lǐng)域的主導(dǎo)者,同時(shí)收購(gòu)這個(gè)市場(chǎng)的領(lǐng)軍企業(yè)Zend公司。并不是因?yàn)閆end是本公司的投資對(duì)象我才這么說(shuō),而是因?yàn)槲疑钚?,收?gòu)Zend可以讓微軟重新煥發(fā)對(duì)開發(fā)者的影響力。這么做也可以讓微軟為它的云服務(wù)增加更多功能,同時(shí)針對(duì)使用PHP的用戶進(jìn)行優(yōu)化。擁有這一實(shí)力,同時(shí)成為L(zhǎng)inux領(lǐng)域的領(lǐng)軍企業(yè),將有助于微軟成為更有競(jìng)爭(zhēng)力的云服務(wù)供應(yīng)商。通過(guò)為開發(fā)者傳統(tǒng)的.NET和PHP領(lǐng)域同時(shí)確立堅(jiān)實(shí)的價(jià)值創(chuàng)造戰(zhàn)略,微軟將能涉足絕大多數(shù)網(wǎng)絡(luò)和移動(dòng)開發(fā)領(lǐng)域,同時(shí)向市場(chǎng)明確傳達(dá)這個(gè)信息,下一代應(yīng)用應(yīng)基于微軟Azure平臺(tái)開發(fā)。

????第三個(gè)建議收購(gòu)對(duì)象是Double Robotics公司。這家公司主要生產(chǎn)遠(yuǎn)程控制機(jī)器人移動(dòng)電話會(huì)議系統(tǒng)。一臺(tái)平板電腦就是機(jī)器人的“頭”,它能顯示與會(huì)者的頭像。無(wú)論用戶置身何處,這套系統(tǒng)都能讓他們真切地現(xiàn)身辦公室與同事溝通,仿佛本人就在現(xiàn)場(chǎng)。今后Skype很可能將四面楚歌,一旦類似Double這樣的創(chuàng)新產(chǎn)品助力微軟維持市場(chǎng)份額并增加營(yíng)收,它就會(huì)敗走麥城。這款產(chǎn)品熱銷還有助于微軟平板電腦打開銷路。而對(duì)Skype來(lái)說(shuō),繼續(xù)支持iPad,將其作為Double Robotics的備選將至關(guān)重要。

????開展這三項(xiàng)收購(gòu)就能向投資者表明,微軟首席執(zhí)行官薩蒂亞?納德拉有意通過(guò)收購(gòu)最優(yōu)質(zhì)企業(yè)革新公司的運(yùn)營(yíng)方式,為所有平臺(tái)提供最佳的云服務(wù),提高微軟智能手機(jī)和平板電腦的競(jìng)爭(zhēng)力,在服務(wù)器操作系統(tǒng)領(lǐng)域擴(kuò)大份額,同時(shí)成為電話會(huì)議領(lǐng)域的創(chuàng)新企業(yè)。從這個(gè)角度看,F(xiàn)acebook公司的市值、資金和現(xiàn)金流就都不及微軟了。然而馬克?扎克伯格在充分認(rèn)識(shí)到WhatsApp能有助于進(jìn)一步鞏固Facebook公司在社交領(lǐng)域的統(tǒng)治地位后,卻能斥資160億美元收購(gòu)該公司。收購(gòu)上述三家企業(yè)應(yīng)該用不了160億美元,但卻能為微軟帶來(lái)更大的影響力。這類令人振奮又與主業(yè)密切相關(guān)的收購(gòu)不僅能讓微軟營(yíng)收增長(zhǎng),還有望推動(dòng)它的股價(jià)快速上漲。(財(cái)富中文網(wǎng))

????本文邁克?科瓦提勒茨是風(fēng)投公司Azure Capital Partners的創(chuàng)始一般合伙人。他的主攻方向是軟件及相關(guān)基礎(chǔ)設(shè)施技術(shù)。本文轉(zhuǎn)自他的博客SoundbytesII。

????譯者:清遠(yuǎn)

????

????According to W3Techs, PHP is being used by over 80% of all websites (other estimates have it as low as 50%). PHP's growth continues to accelerate on the backs of the shift to mobile and the rapidly expanding footprint of popular apps like Drupal, Magento and WordPress. Like Linux, it is a dominant tool for the next generation of cloud-based web and mobile applications. Microsoft should recognize the need to be the major player in PHP and acquire the market leader, Zend. I'm not necessarily saying this because Zend is in my firm's portfolio, but rather because I believe the ownership of Zend would re-ignite Microsoft's sway with developers. It also would better enable Microsoft to add features to its cloud offering that would optimize for those choosing to use PHP. This, along with a strong Linux position, would help Microsoft compete more favorably as a cloud provider. By having robust developer value creation strategies for both their traditional .NET base and PHP, Microsoft would be addressing the vast majority of web and mobile development and send a clear signal to the market that the next generation of applications should be built on Microsoft Azure.

????The third suggested acquisition is a company called Double Robotics. Double offers a remotely controlled, robotic mobile teleconferencing system. A tablet is placed as the head of the robot and it displays the image of the person telecommuting. From anywhere in the world, it allows a user to have a physical presence in the office and speak to co-workers as if he or she were present. Skype is likely to come under attack from a variety of sources and getting out in front with a next generation product like Double would help Microsoft maintain share and increase revenue. Strong sales of this product could help increase Microsoft tablet sales. It would be important for Skype to continue to support the iPad as an option for the Double robot.

????These three acquisitions, taken together, would show investors that Microsoft CEO Satya Nadella is changing the way the company operates by acquiring best of breed companies that position it to offer premier cloud services across all platforms, make its smart phones and tablets more competitive, increase its footprint in the server OS and be the innovator in teleconferencing. Putting this in perspective, Facebook has a lower market cap, less funds and weaker cash flow than Microsoft. Yet Facebook CEO Mark Zuckerberg spent $16 billion on WhatsApp fully recognizing the additional customer dominance in social that this provides. The cost of these three companies should be less than $16 billion and yet could have an even larger impact for Microsoft. Such exciting and relevant acquisitions by Microsoft would also likely payback not only in revenue growth but immediately in stock price.

????Mike Kwatinetz is a founding general partner at Azure Capital Partners, where he specializes in software and related infrastructure technologies. This post is from his blog, SoundbytesII.

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