对华为软件系统的战略思考.docx
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对华为软件系统的战略思考
对华为系统软件的战略思考(下)
1.前言
在笔者2005年撰写的《对华为系统软件战略的思考(上)》一文中,通过思科的例子,阐述了一个高科技公司在剧烈膨胀之前所需做的技术基础储备和调整的重要性。
近三年来,笔者持续的观察着华为和相关业界的发展。
笔者认为,华为的中长期发展的道路是相当的严峻。
问题的关键将是:
*华为的低成本研发战略将不可能支撑华为的扩张。
*华为目前的研发实力无法支撑华为成为世界级公司的目标。
*华为如果不未雨绸缪,将被其他世界级的大公司挤压,失去市场,并最后崩溃在将来的5到10年左右。
在此文中,笔者将通过客观的分析,指出华为的问题,并提出几个战略性的措施,其中包括:
*建立华为研究院(ResearchLab)
*建立华为收购公司顾问团
*华为的人才机制的调整
2.兵不血刃
首先,让我们以Cisco为一个例子,来研究其这2,3年的战略行为。
以2007年6月1日的NASDAQ收盘为时间点,CISCO的公司概况是:
股票价位:
26.86美金。
公司市值:
163.07B(一千六百三十亿美金)。
2006年营业额(Revenue):
28.484B(二百八十四点八亿美金)
2006年净收入(NetIncome):
5.580B(五十五点八亿美金)
2005年营业额:
24.801B(二百四十六亿美金)
2005年净收入(NetIncome):
5.741B((五十七点四亿美金)
下面是其公司2007-2005收购的列表。
2007
May22,BroadWareTechnologies,providessoftwarethatenablesweb-basedmonitoring,management,recordingandstorageofaudioandvideothatcanbeaccessedanywherebyauthorizedusers.
March28,SpansLogic,developsprocessorsthatimprovepacketprocessingspeedsacrossthenetwork.
March15,WebEx,makesapplicationsthatenableonlinegroupmeetingsandsecureinstantmessaging.
March13,NeoPath,aproviderofhigh-performanceandhighlyscalablefilestoragemanagementsolutions.
March5,UtahNetworks,acquiredselectedtechnologyassetsofUtahNetworks,theoperatorofthesocialnetworkingsiteT.
February21,Reactivity,XMLgatewayproviderenablingcustomerstodeploy,secure,andaccelerateXMLandwebservices.
February8,FiveAcross,softwaredeveloperof’socialnetworking’technologiesthatallowsbusinessestocreate‘MySpace-like’communitiesontheirwebsites.
January4,Ironport,adeveloperofsecuritysoftwarethatscanse-mailforvirusesandspam.
2006
December15,Tivella,aproviderofdigitalsignagesoftwareandsystems.
November13,GreenfieldNetworks,developerofsemiconductorsdesignedtoimproveEthernetpacketprocessingfortheso-calledmetroEthernetmarket.
October25,Orative,developerofsolutionsthatextendCisco’sUnifiedCommunicationssystemtomobiledevices.
October10,AshleyLaurent(selectedassets),providerofsoftwarefortheembeddedserviceprovidergatewaymarket;CiscowillusetoimproveLinksys’DSLgatewayofferings.
August21,ArroyoVideoSolutions,softwaredesignedtohelpcableoperatorsandphonecompaniesdeliveramoreflexiblevideo-on-demandservice.
August10,NuovaSystems,technologiesforthedatacenter.$50Mfundingcommitmentforan80%ownership;willbecomeamajority-ownedsubsidiaryofCisco.
July6,Meetinghouse,provides802.1X-basedsecuritysoftwarethatallowsenterprisecustomerstorestrictaccesstonetworkedresourcesthroughbothwiredandwirelessmedia.
June9,Audium,technologiesthatallowinteractivevoiceresponse(IVR)systemstoworktogethertopowervoiceapplicationsinanenterprise,carrierorservicebureauenvironment.
June9,Metreos,softwareenablingrapiddevelopmentandautomatedmanagementofapplicationsthatconvergevoicewithenterpriseapplicationsanddata.
March7,SyPixxNetworks,providesnetwork-centricvideosurveillancesoftwareandhardware.
2005
November29,Cybertrust(selectedassets);asecurityintelligenceinformationservice,knownasIntellishieldAlertManager.
November18,Scientific-Atlantaadigitalcabletelevisionequipmentmanufacturer.
September30,NemoSystems,afablesssemiconductorcompanythatdevelopsmemorychipsfornetworksystems.
July26,SheerNetworks,intelligentnetworkandservicemanagementproducts
July22,KISSTechnology(byLinksys),technologyproviderfornetworkedentertainmentdevices
June27,Netsift,high-speedpacketprocessingsolutions
June14,M.I.SecureCorporation,securityandVPNsolutions
May26,FineGroundNetworks,networkappliancesthataccelerate,secure,andmonitorapplicationdelivery
May23,Vihana,Semiconductorsolutions
April27,SipuraTechnology(byLinksys),VoiceoverIPspecialist
April14,TopspinCommunications,ServerFabricSwitches
January12,Airespace,WirelessLANsolutions
【弯曲评论相关文章:
】
对华为系统软件的战略思考(下)–(11)存亡之秋
对华为系统软件的战略思考(下)–(10)华为研发
对华为系统软件的战略思考(下)–(9)华为专利
对华为系统软件的战略思考(下)–(8)华为VRP
对华为系统软件的战略思考(下)–(7)华为集成
对华为系统软件的战略思考(下)–(6)焦土策略
对华为系统软件的战略思考(下)–(5)釜底抽薪
对华为系统软件的战略思考(下)–(4)资本的力量
对华为系统软件的战略思考(下)–(3)兵家伐谋
(没有打分)
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雁过留声
3.兵家伐谋
让我们来看一看Cisco从1993到2004年的公司战略收购。
2004
December20,ProtegoNetworks,networksecuritysoftware
December9,BCNSystems,flexibleroutingsoftware
November17,JahiNetworks,NetworkManagementappliances
October21,Perfigo,NetworkAccessControl
September13,dynamicsoft,SIPsoftware
September9,NetSolve,ITinfrastructuremanagement
August23,P-Cube,IPservicecontrolplatforms
July8,ParcTechnologies,trafficengineeringsolutionsandsoftwareforroutingoptimization.
June29,ActonaTechnologies,Storagenetworkingsolutions
June17,ProcketNetworks,routersiliconexpertise
March22,RiverheadNetworks,DistributedDenialofServiceattacksoftware
March12,TwingoSystems,desktopsecuritywithSSLandVPNs
2003
November12,LatitudeCommunications,audioandwebconferencing
March20,LinksysGroup,Consumer/SOHOaccessdevices
March19,SignalWorks,EchoCancellingsoftware
January24,Okena,IntrusionDetectionsoftware
2002
October22,PsionicSoftwareInc,IntrusionDetectionSystem
August20,AndiamoSystems,Storageswitchingsystems
July25,AYRNetworks,Distributednetworkingsoftware
May1,NavarroNetworks,EthernetASICdesignhouse
May1,HammerheadNetworks,Networkingsoftwaredesignhouse
2001
July27,AllegroSystems,VPNacceleration
July11,AuroraNetics,RPRchipsetcompany
2000
December14,ExiOCommunications,In-buildingCDMAwireless
November13,RadiataInc,802.11awireless
November10,ActiveVoice,Unifiedcommunicationsoftware
October20,CAISSoftware,Multi-unitbuildingsoftware
September28,VovidaNetworks,VoiceoverIPsoftware
September28,IPCellTechnologies,SoftwareforintegratedVoIP
August31,PixStream,Hardwareandsoftwareforvideo
August1,IPmobile,3GWirelesssoftware
July27,NuSpeedInternetSystems,iSCSIsolutions
July25,KomodoTechnology,VoIPdevices
July7,Netiverse,Contentawareswitches
June5,HyNEX,ATM+IPAccessdevices
May12,QeytonSystems,Stockholm,SwedenmetroDWDMsystems
May5,ArrowpointCommunications,Contentawareswitches
April12,SeagullSemiconductor,Terabitswitchsemiconductors
April11,PentaCom,Pre-standardRPRswitches
March29,SightPath,Appliancesforcontentdelivery
March16,infoGearTechnology,InfoAppliancemanagementsoftware
March16,JetCell,In-buildingwirelesstelephony
March1,AlantechTechnologies,SanJose,CaliforniaNetworkmanagement
software
February16,GrowthNetworks,Switchfabricchipsets
January19,AltigaNetworks,IntegratedVPNsolutions
January19,CompatibleSystems,ServiceproviderVPNsolutions
1999
December20,PirelliOpticalSystems,DWDMequipment
December17,InternetEngineeringGroup,Opticalnetworkingsoftware
December16,WorldwideDataSystems,Consultingandengineeringservices
November11,V-Bits,Videoprocessingsystems
November9,AironetWirelessCommunications,WirelessLANproducts
October26,TasmaniaNetworkSystems,Webcachingsoftware
September22,WeblineCommunications,Contactmanagementsoftware
September15,Cocom,Cablemodems
August26,Cerent,SONETADMs
August26,MontereyNetworks,Opticaltransportproducts
August18,MaxCommTechnologies,VoiceoverDSL
August16,Calista,IPPBXsolutions
June29,StratumOneCommunications,OC-192chipsets
June17,TransMediaCommunications,MediaGatewayproducts
April28,AmtevaTechnologies,UnifiedIPcommunicationssoftware
April13,GeoTelCommunications,Neworkbasedcallroutingsoftware
April8,SentientNetworks,VoiceoverATMsystems
April8FibexSystems,IntegratedAccessDigitalLoopCarrier
1998
December2,Pipelinks,DataorientedSONETADMs
October14,SelsiusSystems,IPtelephonysolutions
September15,ClarityWireless,Lastmilewirelesssolutions
August21,AmericanInternet,IPaddressmanangementsoftware
July28,SummaFour,Programmableswitches
May4,CLASSDataSystems,PolicybasedNetworkingSolutions
March11,PreceptSoftware,IPtelevisionproducts
March11,NetSpeed,DSLCPEequipment
February18,WheelGroup,securitysoftware
1997
December22,LightSpeedInternational,VoiceoverATMproducts
July28,IntegratedNetwork,(Dagazbusinessline)NewJerseyDSLAMs
June24,ArdentCommunications,SanJose,CaliforniaMultiserviceaccess
products
June24,GlobalInternetSoftwareGroup,Firewallsoftware
June9,SkystoneSystems,Ottawa,OntarioSONETproducts
March26Telesend,DSLchannelunits
1996
December,Metaplex,SNAtoIPmigration
October14,NetsysTechnologies,Networksimulation
September3,GraniteSystems,GigabitEthernetNetworking
August6,NashobaNetworks,TokenRingswitches
July22,Telebit(MICAproducts),Cupertino,California,OFDM/DMTmodem
technology
April22,StrataCom,SanJose,CaliforniaATMbasednetworksystems
January23,TGVSoftware,Internetsoftwaremaker
1995
October27,NetworkTranslation,NATandfirewallPIXsolutions
September27,GrandJunctionNetworks,FastEthernetswitches
September6,InternetJunction,Internetgatewaysoftware
August10,Combinet,ISDNremoteaccess
1994
December8,LightStream,EnterpriseATMswitches
October24,Kalpana,LANSwitches
July12,NewportSystemsSolutions,Softwarebasedrouters
1993
September21,CrescendoCommunications,LANSwitches
4.资本的力量
在Cisco运用资本运作大鱼吃小鱼的游戏中,Cisco变得越来越强大,被吃的小鱼的加入了强势集团,有机的变成Cisco一部分。
读者要注意到“有机的的变成Cisco的一部分”这句话。
其内涵是:
*运营管理体制要能够非常简单的,迅速的,融洽的把买入的公司吸收进来。
(官僚体制,销售体制,市场体制)
*技术管理体制要能够非常简单的,迅速的,融洽的把买入的公司集成进来。
(技术体制,研发体制,集成体制)
上述两点是一个公司,特别是高科技公司,在成为行业领军,牵头羊,世界级公