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22 Jan 09
IBM, the (non) Computer Company - BusinessWeek
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“We have a very valuable position in hardware, particularly at the high end which allows us to get much of the profit in the industry that doesn’t go to Intel and Microsoft. Our high ground position in servers is where we have IBM unique technology. Certain parts of the portfolio that are not as efficiency oriented as System Z and Power are taking a hit right now. And Storage is in a bit of a transition. But if you look at our position in analytics and storage management software there’s a lot to work with in terms of margin.”
06 Feb 07
IBM抛售联想(by 方军) - 思维的乐趣BLOG
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IBM提交的文件显示,IBM正配售3亿股联想股票,占联想股权3.5%。此次减持后,IBM仍持有联想11.5%股份。”
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在接受《财经》的采访中,联想介绍正在全球进行的变革,即推进“交易型业务”(transaction model,即针对中小企业和个人消费者市场的业务)。联想在中国市场的成功在于对“交易型业务”的娴熟控制,IBM PC过去的业务重点在大企业客户。单独看应当说这是相当明智的策略。
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