2008年03月11日 16:05:54
微软高层称收购雅虎风险太大
|
奥齐表示，微软将认真对待雅虎整合 微软首席软件设计师奥齐表示，由于大公司兼并所固有的内部矛盾，如果微软收购雅虎成功，他对整合技术平台仍存有戒心。 奥齐表示，微软需要对收购后的技术整合方面非常谨慎。他对金融时报说：“如果科技公司掉入合并泥潭或仅仅为了合并而粉碎在一起，是鲁莽的，是纯粹的鲁莽。yahoo有它自己的技术平台和工作理念。有一系列不同类型的技术，和他们自己的企业文化。” 一研究分析公司JupiterResearch的媒体分析师Barry Parr说，“奥齐关于此次收购的观点是正确的。如果微软完成对雅虎的收购，要非常谨慎以免制造出不合谐的因素。将雅虎的技术转移到微软是有市场风险的。微软应该思考如何推动雅虎发展而不是如何提高微软的销售。大多数人相信，将雅虎做为一个独立的子公司来管理，从长远看将更有战略意义。” “除此，微软还需要处理内在的矛盾”，Parr补充到：“这种冲突，特别是怀着对节约成本的期望和对未来变化的承诺时，会存在很多风险。广告网就如同挂得较低的水果，将一个网完全置换成另一个，比将一个网内部的系统基础设施置换成另一个要容易的多。当然，不管收购后会发生什么，微软都要处理内部事宜。问题是从长远看，微软将要扮演什么角色？鲜有无内部协调问题的兼并案例。一般有两种不同的发展模式。一种是像微软，创造出一个庞大的组织而不用原有的，这样最终要去收拾残局。” 微软的此次收购在上月碰壁。微软公布雅虎市值在每股31美元，雅虎以大大低估其公司市值为由拒绝了收购。 原文如下： Ozzie Says Microsoft Would Be Careful With Yahoo Integration By [url=mailto:jemccarthy@cmp.com]Jack McCarthy, ChannelWeb 7:54 H EDT . . 10, 2008 --> --> -->--> --> -->With conflict inherent in large company mergers, Ray Ozzie, the chief software architect of Microsoft (NSDQ:MSFT), says he is wary of integrating technology platforms if Microsoft acquires Yahoo. Ozzie said Microsoft should be very cautious of integrating technologies with a merger. "Technology companies, if they dive in and just smash things together for smashing them together's sake, it's reckless, it's just simply reckless," Ozzie told the Financial Times. Yahoo (NSDQ:YHOO) has its own technology platform and its own work ethic, Ozzie said. "They have a number of different types of technologies. They have their own corporate culture," he said. Ozzie's view of such mergers is correct, said Barry Parr, media analyst with JupiterResearch, a research and analysis firm. Microsoft should be careful not to create discord if it completes the Yahoo acquisition of Yahoo, said Parr. "There is a marketing risk in moving (Yahoo technologies) things over (to Microsoft)," Parr added. "Microsoft ought to be thinking about how to move Yahoo forward rather then how to increase Microsoft sales. Most people believe that operating Yahoo as a separate subsidiary, at arms length, makes more strategic sense." Still, Microsoft will have to deal with inherent conflicts, Parr added. "These kind of contradictions, especially when there are expectations of cost savings, coming with their commitment to backend changes, have some risk," he said. "The low-hanging fruit would be combining ad networks," Parr said. "Replacing one ad network with another is easier than replacing one system infrastructure with another." Still, Microsoft will be dealing with organizational issues, no matter how it goes about the merger, Parr said. "The question is, how does it play over the long term? There are few mergers like this that don't have organizational issues. They are two different development organizations. An organization like Microsoft that creates tools that has a large organization inside that doesn't use those tools -- there is a dissonance that you have to scratch eventually." The possible deal hit a snag last month when Yahoo rebuffed an offer that Microsoft made public, valuing the company at $31 per share in cash and stock. Yahoo said the figure grossly undervalued its worth. |
一共有 1 条评论
另外,好久未联系了,向你问好!