对华为系统软件的战略思考(下)–(1,2)前言与兵不血刃

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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(Research Lab)

*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(Net Income):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(Net Income):5.741B((五十七点四亿美金)

下面是其公司2007-2005收购的列表。

2007

May 22, BroadWare Technologies, provides software that enables web-basedmonitoring, management, recording and storage of audio and video that canbe accessed anywhere by authorized users.

March 28, SpansLogic, develops processors that improve packet processingspeeds across the network.

March 15, WebEx, makes applications that enable online group meetings and secure instant messaging.

March 13, NeoPath, a provider of high-performance and highly scalable file storage management solutions.

March 5, Utah Networks, acquired selected technology assets of Utah Networks, the operator of the social networking site Tribe.net.

February 21, Reactivity, XML gateway provider enabling customers to deploy, secure, and accelerate XML and web services.

February 8, Five Across, software developer of ‘social networking’ technologiesthat allows businesses to create ‘MySpace-like’ communities on their websites.

January 4, Ironport, a developer of security software that scans e-mail for viruses and spam.

2006

December 15, Tivella, a provider of digital signage software and systems.

November 13, Greenfield Networks, developer of semiconductors designed to improve Ethernet packet processing for the so-called metro Ethernet market.

October 25, Orative, developer of solutions that extend Cisco’s Unified Communications system to mobile devices.

October 10, Ashley Laurent (selected assets), provider of software for the embedded service provider gateway market; Cisco will use to improve Linksys’ DSL gateway offerings.

August 21, Arroyo Video Solutions, software designed to help cable operators and phone companies deliver a more flexible video-on-demand service.

August 10, Nuova Systems, technologies for the data center. $50M funding commitment for an 80% ownership; will become a majority-owned subsidiary of Cisco.

July 6, Meetinghouse, provides 802.1X-based security software that allows enterprise customers to restrict access to networked resources through both wired and wireless media.

June 9, Audium, technologies that allow interactive voice response (IVR) systems to work together to power voice applications in an enterprise, carrier or service bureau environment.

June 9, Metreos, software enabling rapid development and automated management of applications that converge voice with enterprise applications and data.

March 7, SyPixx Networks, provides network-centric video surveillance software and hardware.

2005

November 29, Cybertrust (selected assets); a security intelligence information service, known as Intellishield Alert Manager.

November 18, Scientific-Atlanta a digital cable television equipment manufacturer.

September 30, Nemo Systems, a fabless semiconductor company that develops memory chips for network systems.

July 26, Sheer Networks, intelligent network and service management products

July 22, KISS Technology (by Linksys), technology provider for networked entertainment devices

June 27, Netsift, high-speed packet processing solutions

June 14, M.I. Secure Corporation, security and VPN solutions

May 26, FineGround Networks, network appliances that accelerate, secure, and monitor application delivery

May 23, Vihana, Semiconductor solutions

April 27, Sipura Technology (by Linksys), Voice over IP specialist

April 14, Topspin Communications, Server Fabric Switches

January 12, Airespace, Wireless LAN solutions

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