在媒體報(bào)導(dǎo)預(yù)測(cè)諾基亞(Nokia)可能成為中國(guó)電信巨擘華為(Huawei)的收購(gòu)目標(biāo)后,這家長(zhǎng)期陷于困境的芬蘭手機(jī)制造商的股價(jià)開始急劇上升。不過(guò),華為目前已經(jīng)否認(rèn)了這項(xiàng)報(bào)導(dǎo)。
根據(jù)《金融時(shí)報(bào)》(Financial Times)先前的報(bào)導(dǎo),華為終端董事長(zhǎng)余承東表示該公司有興趣收購(gòu)諾基亞?!督鹑跁r(shí)報(bào)》指出,余承東說(shuō),華為正“考慮這方面的收購(gòu)行動(dòng)”,但主要還是“取決于諾基亞公司的意愿。”
此外,《彭博新聞社》( )報(bào)導(dǎo),華為發(fā)言人在一封電子郵件中聲明中,該公司并沒(méi)有計(jì)劃收購(gòu)諾基亞。該公司發(fā)言人表示,華為過(guò)去僅有幾次小規(guī)模的收購(gòu),而不曾收購(gòu)過(guò)像諾基亞這樣規(guī)模的公司。
有趣的是,《華爾街日?qǐng)?bào)》(Wall Street Journal)報(bào)導(dǎo),微軟(Microsoft)還與諾基亞進(jìn)行協(xié)商,討論收購(gòu)該公司部分業(yè)務(wù),不過(guò)據(jù)說(shuō)這次的協(xié)商并未形成共識(shí)。
ABI Research資深營(yíng)運(yùn)總監(jiān)Nick Spencer甚至還對(duì)于華為可能收購(gòu)逽基亞的想法潑了一桶冷水。Spencer說(shuō),“基諾亞這個(gè)品牌已經(jīng)是過(guò)去式了?!?
但Spencer也指出,諾基亞的IP組合極具價(jià)值,且可能對(duì)于華為的成本帶來(lái)影響,但由于華為缺乏過(guò)去的收購(gòu)經(jīng)驗(yàn),更進(jìn)一步證明這項(xiàng)收購(gòu)行動(dòng)不太可能發(fā)生。Spencer認(rèn)為,余承東做出這樣的評(píng)論只是為了拉抬華為 Ascend P6 智能手機(jī)上市的一種行銷策略。
我同意這樣的看法。華為似乎不大可能對(duì)于收購(gòu)諾基亞感興趣。在我看來(lái),這似乎只是一位高階主管對(duì)于媒體表達(dá)較夸大的個(gè)人看法?;蛘?,余承東只是想強(qiáng)調(diào)在全球手機(jī)市場(chǎng)上積極追逐更大市占率之際,華為將會(huì)考慮任何可能性。
無(wú)論如何,我估計(jì)這些報(bào)導(dǎo)并不會(huì)對(duì)于諾基亞持續(xù)走下坡的命運(yùn)帶來(lái)長(zhǎng)期影響。不過(guò),它的確為諾基亞的股價(jià)帶來(lái)短暫的好轉(zhuǎn)。
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
編譯:Susan Hong
參考英文原文:Does Huawei have its eye on Nokia?,by Dylan McGrath
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Does Huawei have its eye on Nokia?
Dylan McGrath
Nokia's stock surged after reports speculating that the struggling Finnish handset maker would be an acquisition target of Chinese telecommunications giant Huawei. Huawei has since refuted the reports.
The Financial Times reported earlier this week that Richard Yu, chairman of Huawei’s consumer business group, said his firm could be interested in acquiring Nokia. The FT reported that Yu said Huawei is "considering these sorts of acquisitions" but that it "depends on the willingness of Nokia."
The news service reported on Thursday (June 20) that a spokesman for Huawei said in in an emailed statement that the company has no plans to acquire Nokia. The spokesman went on to tell that Huawei has in its history only made a few small acquisitions, nothing along the lines of a company the size of Nokia.
And just to make it even more interesting, the Wall Street Journal reported Wednesday that Microsoft also was in talks with Nokia to acquire parts of the company, but that those talks fell apart.
In a blog on the subject posted Wednesday, Nick Spencer, a senior practice director at ABI Research, also threw cold water on the idea that Huawei would acquire Nokia. Among other things, Spencer declared that "Nokia's brand is yesterday's brand."
Spencer went on: "Nokia’s IP portfolio is valuable and would have an impact on Huawei’s cost to build, but I am unconvinced. Huawei’s lack of past acquisitions is further evidence to suggest this is an unlikely scenario."
Spencer believes that the comment by Yu was simply Yu's way of trying to drum up some PR for the launch of Huawei's Ascend 6 smartphone, or Yu simply talking out of school and creating headaches for his PR team.
I would tend to agree. It seems unlikely that Huawei would have any interest in acquiring Nokia. It seems to me a case where an executive may have gotten a little too cozy with a journalist and exaggerated, if nothing else. Or maybe Yu just wanted to make the point that Huawei was willing to consider anything in its quest to grab a bigger slice of the global handset market.
At any rate, I don't expect this will have a long term impact on Nokia's sagging fortunes. But it did give Nokia's stock a nice bump, at least for a day.
責(zé)編:Quentin