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谷歌收購(gòu)黑莓大猜想

谷歌收購(gòu)黑莓大猜想

Richard Dale 2011-06-17
風(fēng)險(xiǎn)投資家闡述為何搜索巨頭和黑莓廠商是一對(duì)明智的組合。

????谷歌公司(Google)應(yīng)該收購(gòu)行動(dòng)研究公司(Research in Motion),即黑莓智能手機(jī)的制造商。理由如下:

????黑莓手機(jī)的用戶都喜歡它的外形元素,特別是鍵盤,因?yàn)檫@款手機(jī)對(duì)收發(fā)電子郵件來說真是不二之選。行動(dòng)研究公司享有盛譽(yù)的安全性能則錦上添花,使企業(yè)和政府部門深感滿意(當(dāng)然,如果他們喜歡監(jiān)聽的話,則會(huì)感到惱火)。用戶還喜歡BBM(黑莓手機(jī)短消息服務(wù))。

????但也僅此而已了。人人都討厭黑莓手機(jī)的瀏覽器,它其他的應(yīng)用程序、集成性能等。在我看來——相信不止是我——行動(dòng)研究公司正慢慢地走下坡路,盡管他們也推出了新款的平板電腦和觸摸屏手機(jī)。

????谷歌公司正謀求進(jìn)一步拓展其平臺(tái)。如果這兩家公司能精誠(chéng)合作,那會(huì)是一個(gè)極佳的組合。

????一旦合作,谷歌公司將取得專利組合并獲準(zhǔn)使用黑莓手機(jī)優(yōu)秀的鍵盤,而不是某些蹩腳貨,如摩托羅拉機(jī)器人(Droid)手機(jī)的滑出式鍵盤。理想的話,谷歌還能對(duì)外授權(quán)黑莓鍵盤的使用。谷歌公司甚至可以將硬件整體外包給手機(jī)生產(chǎn)商(如HTC公司?),從而將Android用于其平臺(tái),同時(shí)避免與其渠道產(chǎn)生競(jìng)爭(zhēng)。

????谷歌能在其整個(gè)信息產(chǎn)品線上充分利用用戶對(duì)黑莓及時(shí)交流工具BBM極高的忠誠(chéng)度,將其注入Gmail聊天功能及其他產(chǎn)品中。谷歌公司還能進(jìn)一步增強(qiáng)移動(dòng)研究公司極佳的企業(yè)安全性能。黑莓手機(jī)或許還能改善谷歌公司與移動(dòng)運(yùn)營(yíng)商的關(guān)系,雖然我并不確定這一點(diǎn)到底有多重要。谷歌公司可以將Android放到黑莓手機(jī)平臺(tái)上,黑莓手機(jī)現(xiàn)在的用戶一定會(huì)喜出望外。

????以上就是我的分析。您對(duì)此有何高見?

????理查德?戴爾是波士頓地區(qū)的風(fēng)投公司西格瑪合伙公司(Sigma Partners)的合伙人。

????譯者:清遠(yuǎn)

????Google (GOOG) should buy Research in Motion (RIMM), makers of Blackberry smart phones. Here's why:

????Everyone who uses a Blackberry loves its physical form factor, especially the keyboard, because the phones are great for email. RIM's famous security adds to this, and makes enterprises and even governments happy (or unhappy, if they like eavesdropping). People also love BBM (Blackberry Messaging service).

????But that's it. Everyone hates the Blackberry browser, the other apps, the integration, etc. In my opinion -- and I'm not alone -- RIM is on a slow decline, despite their new tablet and touchscreen phones.

????Google is looking to extend its platform to everywhere. Put the two together, and you have a great combination.

????Google could get the patent portfolio to allow them to use (or better, out-license) that great keyboard, instead of the crappy one on, say, the Motorola Droid slide-outs. Google could even choose to spin off the hardware altogether to a handset manufacturer (HTC?), to reap the benefits of getting Android onto the platform but avoid competing with their channel.

????Google could leverage the intense loyalty of BBM across it's entire messaging line, adding to Gmail chat, etc. Google could add RIM's great enterprise security. The BB phones would probably enhance the relationships Google has with the mobile carriers, although I am not sure how important that really is. Google would be able to put Android on the BB platform which would make current BB phone users very, very happy.

????That's it... Any comments?

????Richard Dale is a partner with Boston-area VC firm Sigma Partners.

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