联想买PALM，死路一条

联想买PALM，死路一条

 

联想曾经期望通过购买IBM的电脑部门，来将自己打造成世界一流的电脑公司。花掉巨额资金之后，才“发现”自己在一个夕阳行业，用购买劳力士的价钱，买了一只YardSale的廉价手表。不知道中国人的智慧，到那一天才能够赶上这些西洋人的脚步。

这一次，据说，联想又想购买PALM，来进军美国市场。如果真的如此，我劝中国的银行还是自己守好自己的钱袋子，中国的股民也好自为之，不要轻易被这种自吹的“世界一流”企业所忽悠。为什么：在一个苹果公司咄咄逼人的市场，在一个还有谷歌和微软等后续者跟进的地方，在一个连ＲＩＭＭ都不得不苟延残喘的战场，一个后来者靠买入一个没有人要的“三流”技术，能够有前途吗？按照目前的势头，曾经靠“黑草莓”发家和发财的ＲＩＭＭ，在十年之后，自己可能都没有容身之地。差一点是让自己成为下一个“北电”，好一点，可能也不过是下一个“戴尔”罢了。

ＰＡＬＭ的技术可能会在惠普的手里起死回生，但是，却不可能会在联想的手里在美国市场变得风风火火。有的，只能是死得更快，最后连同联想自己的尸体。

我尊敬的中国企业家们，还是量力而行为好，知道自己到底有几斤几两。在这个世界上，不是金钱就能够买到一切的。企业的成功，有钱充其量只能是第二位的保证因素。

“有钱能使鬼推磨”的“伟大”哲理，也只有在忽悠可怜的中国民众的时候有点作用。中国企业的海外水土不服，有着内在的必然性。

 

附录：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.