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[讨论] Stephen Elop 这个人口碑怎么样

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发表于 2010-9-10 01:44 AM | 显示全部楼层 |阅读模式


Nokia CEO Olli-Pekka Kallasvuo will step down, and be replaced by Stephen Elop, currently head of Microsoft Corps (MSFT) Business Division.

Nokia 现在是个大笨象, 航空母舰,Stephen Elop 这个人能力怎么样,能扭转Nokia 的很多 root problems 么?

divident_growth 你说说,好像你喜欢研究这个问题。
发表于 2010-9-10 10:53 AM | 显示全部楼层
本帖最后由 dividend_growth 于 2010-9-10 12:54 编辑

还可以,是原来Macromedia的头头,那里干得不错;后来在Microsoft,带头搞了Office 2000,也行。

肯定要比Olli-Pekka要强。

但iOS,Android势头太猛,Nokia半年内不出个让人惊讶的产品,以后只能跟Motorola一样当个众多之一的硬件商了。

http://noir.bloomberg.com/apps/n ... p;sid=ahVqq4nRh6f4#
  
JPMorgan Said to Test IPhone, BlackBerry Alternatives (Update1)
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By Hugo Miller, Elena Logutenkova and Adam Satariano

Sept. 10 (Bloomberg) -- JPMorgan Chase & Co. may soon let employees use iPhones for corporate e-mail, making it an alternative to Research in Motion Ltd.’s BlackBerry at the bank for the first time, two people familiar with the situation said.

JPMorgan is testing the Apple Inc. device and smartphones based on Google Inc.’s Android software, said the people, who didn’t want to be named because the plans haven’t been made public. The bank is the second-largest in the U.S. by assets and has about 220,000 employees worldwide.

UBS AG, Switzerland’s biggest bank, said it is also considering allowing its staff to use iPhones for company messaging as more of them opt for the Apple product. UBS has more than 63,000 employees.

Apple and Google are making inroads in RIM’s traditional stronghold with corporate customers, after their devices first caught on with consumers. Standard Chartered Bank Plc said in May it’s switching from the BlackBerry to the iPhone for employees and expects to have 15,000 distributed by year-end.

“This phenomenon is very new and we expect it to put increased pressure on RIM’s performance,” said Pierre Ferragu, an analyst at Sanford C. Bernstein Ltd. “BlackBerry isn’t the only alternative to offer employees mobile e-mail.”

RIM fell 99 cents, or 2.2 percent, to $44.03 at 10:31 a.m. New York time in Nasdaq Stock Market trading. The stock had lost a third of its value this year before today as Apple climbed by a quarter.

Security Tests

JPMorgan is testing for security in batches of a few hundred devices with a decision expected later this year, one of the people familiar with the matter said. JPMorgan would not buy iPhones or Android phones for employees, as it now does with BlackBerrys. Rather, the bank would allow employees to use the devices to send and receive corporate e-mail if they make the purchase themselves, the other person said.

Jennifer Zuccarelli, a spokeswoman for JPMorgan, and Natalie Harrison, an Apple spokeswoman, declined to comment. Marisa Conway, a spokeswoman for RIM, also declined to comment.

UBS doesn’t plan to replace the BlackBerrys it issues with iPhones anytime soon, spokesman Jean-Raphael Fontannaz said by telephone from Zurich. Rather, UBS is testing the possibility of allowing employees to use an iPhone or other smartphone to connect to UBS’s e-mail system without restricting the private use of the device, he said.

“There are certainly quite a few employees that have private iPhones, and as a bank we have to ask ourselves if that could be an option for us,” he said.

More iPhone Support

RIM’s share of the global smartphone market slid to 18.2 percent in the second quarter from 19 percent a year earlier as customers opted for rivals’ phones with larger screens and more applications, according to researcher IDC. Apple’s share rose to 14.2 percent from 13 percent, while Android surged to 17.2 percent from 1.8 percent.

Apple said in July that more than 80 percent of the Fortune 100 companies are deploying or testing the iPhone. The Cupertino, California-based company has taken steps to improve the iPhone’s security, such as strengthening encryption tools, adding the ability to set longer passcodes and integrating with servers that could wipe out or lock an iPhone if it’s lost.

More companies are set to follow suit, according to an August survey done by Sanford Bernstein.

Of 200 companies polled in the U.S. and U.K., 74 percent now let their employees use devices other than BlackBerrys, the research showed. For the U.S. alone, the figure was 83 percent.

Loyalty Fading

Cost savings and employee preference were the two biggest factors cited by companies for the shift in the Sanford Bernstein survey. Employees would rather own an iPhone and are increasingly willing to buy the device themselves, which helps cuts costs as companies look to rein in spending, said Sanford Bernstein’s Ferragu.

Other research suggests BlackBerry loyalty may be fading among the bankers, lawyers and government workers who drove RIM’s initial success. About 42 percent of BlackBerry users say they want to stick with the brand when they buy a new phone, according to an August survey by Nielsen Co. The rate is 89 percent for iPhone owners and 71 percent for Android devices.

To contact the reporters on this story: Hugo Miller in Toronto at hugomiller@bloomberg.net; Elena Logutenkova in Zurich at elogutenkova@bloomberg.net; Adam Satariano in San Francisco at asatariano1@bloomberg.net

Last Updated: September 10, 2010 10:33 EDT


Blackberry半年前还是corporate standard,如今被抛弃的那么快;在消费者中,更是踹你没商量!
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发表于 2010-9-10 10:59 AM | 显示全部楼层
最近这个Tablet + Smartphone的东西,对Intel + Microsoft是致命的进攻。

俺非常肯定的认为,横行20多年的Wintel垄断要结束了。

现在是苹果领先,但Steve Jobs身体欠佳,随时都会倒下,狗狗联合了一大堆跟班的,迟早能追上;

至于谁在硬件上胜利,还看不出来。
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发表于 2010-9-10 11:00 AM | 显示全部楼层
Nokia will be acquired.
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 楼主| 发表于 2010-9-10 11:39 AM | 显示全部楼层
还可以,是原来Macromedia的头头,那里干得不错;后来在Microsoft,带头搞了Office 2000,也行。

肯定要 ...
dividend_growth 发表于 2010-9-10 12:53


华尔街出来的东西不可信啊,最近的IDC report 非常不看好APPLE,认为它也就是10%的市场份额了,和我的观点一致,现在一直在跌呢。倒是Gartner 对APPLE不是那么悲观, 但是研究结果也是中性。
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发表于 2010-9-10 11:42 AM | 显示全部楼层
华尔街出来的东西不可信啊,最近的IDC report 非常不看好APPLE,认为它也就是10%的市场份额了,和我的观 ...
alex68 发表于 2010-9-10 13:39



你没看懂呀?俺说的意思是大企业开始抛弃BB了。
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 楼主| 发表于 2010-9-10 11:45 AM | 显示全部楼层
Nokia will be acquired.
ppteam 发表于 2010-9-10 13:00


有啥消息么? 微软可以最后终收购诺基亚? 现在只是中间一步? Finnish 媒体和论坛早就有了不少的传言,但是不可信,Nokia 不缺钱,很多VC对NSN感兴趣,NOKIA 不打算出让全部股份就可知了。
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 楼主| 发表于 2010-9-10 11:48 AM | 显示全部楼层
你没看懂呀?俺说的意思是大企业开始抛弃BB了。
dividend_growth 发表于 2010-9-10 13:42


换句话,华尔街消息说华尔街公司抛弃BB。。。

APPLE SHARE 下滑,人家心急啊,赤膊上阵了。
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发表于 2010-9-10 12:09 PM | 显示全部楼层
回复 8# alex68

华尔街的金融公司应该在corporate email上是最保守的,像John Deere, Caterpillar, 和众多的tech公司,早就开始用iOS和Android了。
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 楼主| 发表于 2010-9-10 12:25 PM | 显示全部楼层
本帖最后由 alex68 于 2010-9-10 14:38 编辑

回复 9# dividend_growth

北美现在还是双向收费,即便公司提供手机,也不是随便阿猫阿狗都给配的吧,而且,应该是那种效益很好的企业才会有的吧。当然,高层主管就不分公司大小了。

而且,这个只能是美国的企业用户趋势,全球市场好像不是这样的,否则,IDC 和 Gartner 拥有市场研究的最可靠资源,他们怎么不唱好Apple 呢。

你看IDC 和 Garter 都看好Android, Nokia share 不会大幅度剧烈下滑, 那么Android 吃  谁呀? 这不是很明显么?

还有,据我的可靠消息来源,NOKIA 下定决心要重返美国市场,现在正在和ATT秘密合作研究N8 一个 variant 产品,这个产品将会被ATT 在美国市场EXCLUSIVE 销售,这就是说ATT 准备补贴销售这个型号的手机。

目前据说N8-00 PREORDER 不错,英国一个OPERATOR 每周的Order有1万个。 本来Nokia 暑假的时候已经计划了芬兰2000多人的SALO工厂秋季临时LAYOFF了,最近,取消了。

而且,据说所知,SYMBIAN 3 已经有一大堆产品基本READY 了,NOKIA 准备放在4 Q 和明年 1 Q 逐步推出市场。
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发表于 2010-9-10 12:33 PM | 显示全部楼层
本帖最后由 dividend_growth 于 2010-9-10 14:36 编辑

IDC和Gartner经常错的离谱,他们的话也就是鸡指,50%的正确度,屁用没有。

俺不关心谁唱衰谁,俺只关心这几点:

1. 群众们最喜欢什么。

2. 企业的动向如何。

3. 那家公司能推出令人惊喜的产品。

4. 谁有垄断的趋势。
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 楼主| 发表于 2010-9-10 12:57 PM | 显示全部楼层
本帖最后由 alex68 于 2010-9-10 15:37 编辑
最近这个Tablet + Smartphone的东西,对Intel + Microsoft是致命的进攻。

俺非常肯定的认为,横行20多年 ...
dividend_growth 发表于 2010-9-10 12:59


En, 不过德国已经出了一个基于Meego/Intel Atom N400 的wetab, 在德国Amazon 销售排名榜上第1。

http://www.youtube.com/watch?v=hyyfL8f0bhA
http://www.amazon.de/gp/bestsell ... pd_ts_computers_nav

据说 Nokia 明年1季度推出Meego 手机,但是,会使用ARM芯片。Intel Atom 芯片主要问题就是电耗大,无法满足 手机需要,Intel 说有信心改进这个问题, 据说,Intel 芯片手机明年底有细。

Win7 需要奋斗3年时间。
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 楼主| 发表于 2010-9-10 01:20 PM | 显示全部楼层
本帖最后由 alex68 于 2010-9-10 16:47 编辑
Nokia will be acquired.
ppteam 发表于 2010-9-10 13:00


Elop doesn not hold a double role at Microsoft  and at Nokia which  is a place-holder CEO role for M&A.

From this, it seems Nokia just wants the smoother and quicker execution of strategy. Nokia has been right in direction and vision but lacking momentum to move and introduce changes.
http://www.allaboutsymbian.com/n ... places_Olli-Pek.php
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 楼主| 发表于 2010-9-10 01:49 PM | 显示全部楼层
Current holding of Nokia shares

HSBC Holdings Plc       5.2 percent
Fidelity Management   3.2 percent
Dodge & Cox               2.1 percent
Nokia                          1 percent
Ilmarinen (Finnish mutual pension insurance company)  0.95 percent
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 楼主| 发表于 2010-9-10 02:41 PM | 显示全部楼层
Elop 和Nokia 的关系是这样建立起来的

nokia partnershiped with microsoft to bring msoffice to symbian

http://www.microsoft.com/presspa ... 09/08-12pixipr.mspx
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发表于 2010-9-10 02:45 PM | 显示全部楼层
你没看懂呀?俺说的意思是大企业开始抛弃BB了。
dividend_growth 发表于 2010-9-10 13:42



    I read a report: 40% BB customers think to change other brands for their next phones. For me, I have got 2 dead BB within 1.5 yrs, so will change for sure.
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 楼主| 发表于 2010-9-10 02:52 PM | 显示全部楼层
I read a report: 40% BB customers think to change other brands for their next phones. For  ...
dsp 发表于 2010-9-10 16:45


en, 我想起来了, 最近看到过华尔街类似的报告。
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发表于 2010-9-10 04:05 PM | 显示全部楼层
华尔街出来的东西不可信啊,最近的IDC report 非常不看好APPLE,认为它也就是10%的市场份额了,和我的观 ...
alex68 发表于 2010-9-10 13:39



    看待APPLE的视角不那么简单。1. iPod从功能上说没有比其他的mp3多什么,但人就认iPod;2.LV包包的市场份额也不大吧(我没查,这里就是给个意思)但人就是认。
就APPL和GOOD比:Jan 1, 2010, APPL是212,今天是263; 你看看GOOG, Jan1,2010 619,今天是476.
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 楼主| 发表于 2010-9-11 03:23 PM | 显示全部楼层
本帖最后由 alex68 于 2010-9-11 17:39 编辑

这两天在网络上溜达了一下,看到一群白痴做梦,Nokia出路在ANDROID 和Windows7PHONE上, 真是HOPELESSLY CLUELESS井里的蛤蟆没见过多大的天!
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 楼主| 发表于 2010-9-11 03:30 PM | 显示全部楼层
本帖最后由 alex68 于 2010-9-11 17:32 编辑
看待APPLE的视角不那么简单。1. iPod从功能上说没有比其他的mp3多什么,但人就认iPod;2.LV包包的 ...
天天向上 发表于 2010-9-10 18:05


电子消费产品很难有固定的类似LV品牌,产品更新换代越来越快,生命周期越来越短,一旦失去Innovation,失去技术优势,马上变垃圾。。。
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