话题:Palm待价而沽 华为HTC联想三大阵营暗战

   Palm正在与高盛和QatalystPartners合作寻找买家,待价而沽,谁将成为Palm的接盘者?

  一大阵营是传统手机厂商:摩托罗拉、诺基亚、三星、HTC都被认为是Palm的潜在买家;另一大阵营是传统PC厂商,如联想和戴尔———电脑越做越小,手机越来越大,移动互联网趋势势不可当。收购Palm进行自己的移动市场布局,看起来是个后发制人的好方法。

  国内设备制造商华为中兴也被认为可能购得Palm,尤其是华为,手握200多亿现金流。

  如果Palm出售,买方需要支付的金额超过10亿美元,在交易期间买方还需要支付约30%的保费,此外,所有买家都将面临更高的整合成本。

  美国IT杂志《个人电脑》将诺基亚和HTC列为最佳买家;联想和戴尔被列为中等买家,而苹果、华为、中兴等则被其认为并非合适买家。

  MOTO、诺基亚、HTC:竞争对手成潜在买家

  摩托罗拉联系首席执行官桑杰·贾曾经豪赌谷歌Android操作系统,希望借助Android让摩托罗拉手机业务咸鱼翻生———但是,谷歌今年1月发布了自有品牌手机NexusO ne,摩托罗拉如何应对?

  摩托罗拉想要拥有自己的操作系统,收购Palm应当是不错的选择。“Palm拥有非常好的操作系统webOS.此外,Palm的管理团队中还包括了来自苹果的高管乔恩·鲁宾斯坦。”有分析师认为,在收购Palm之后,Palm团队应当负责软件,摩托罗拉则负责技术和硬件业务。

  投资银行Jesup&Lamont的分析师凯文·戴德沃尔夫表示,收购Palm将有助于增加收购方的产品线。“摩托罗拉和诺基亚当前在手机市场都面临着严重的挑战。如果收购Palm,它们将会获得一个非常杰出的平台。”截至目前,摩托罗拉与诺基亚发言人对收购事宜未予评论。

  专利咨询公司PatentVestCE O马扎莱拉则指出,三星在申请专利时引用的Palm专利多于其他任何一家公司,其次是诺基亚,“三星和诺基亚肯定对Palm专利的兴趣非常高”。

  但IDC手机业务分析师认为,诺基亚和三星不会收购Palm,诺基亚正在改造自己的操作系统Symbian,除非能以极低的价格收购Palm,否则收购Palm就没有意义;而三星的情况与诺基亚相似,三星在开发自己的智能手机平台Bada.

  在手机厂商中,宏达电是被提及最多的有力竞争者。宏达电主要从事微软Windows和谷歌Android触控屏智能手机制造。据传,宏达电CE O周永明已经私下接触过Palm的高层,诚意拳拳。宏达电如收购Palm,它将拥有自主的操作系统与应用程序商店,最重要的是,宏达电将会在手机专利上取得很大的优势。

  戴尔、联想:收购Palm可实现移动互联梦

  对联想来说,既然当初可以“蛇吞象”,将IBM的PC业务收购并整合,从而进入全球PC前列;那么在移动手机市场,通过收购Palm跻身智能手机厂商前列也并非不可能。

  对于联想来说,移动互联网十分重要———笔记本的销量已经超过了台式机,联想最看重的是高端智能手机、智能上网本和平板电脑市场。

  今年1月,联想拿出2亿美元购回了联想移动通信科技公司,重返手机市场。联想集团CEO杨元庆表示,在未来3-5年内,移动互联网产品将占到联想销售额的70%到80%.

  但联想面临的困难显而易见,联想集团董事长柳传志坦言,在移动互联网领域内,已经有很多强大的公司先行切入并形成了巨大的势能,比如苹果和黑莓。尤其在全球市场上,联想要想有所作为,需要付出的代价不小。

  收购Palm,获得高端智能机市场,这个方案比联想一砖一瓦、自力更生划算得多。

  在传统PC厂商中,戴尔进军移动市场的决心也很大,戴尔今年已经推出了自有品牌的手机。而作为美国本土的企业,收购Palm进行自己的移动市场布局,无论是整合或是市场推广,戴尔都有天然优势。

  但有消息称,虽然戴尔关注过Palm,但最终决定不参与竞购。

  华为中兴:借道Palm挺进北美市场

  北美市场太难啃了。这两年来,凡有北美企业传出意欲出售(比如北电),华为中兴都被认为是潜在买家。

  “Palm对许多亚洲公司很有吸引力,因为它们可以通过收购Palm进入美国市场。”投行人士如是称。

  而上周,华为高级副总裁CharlieChen的表态更坐实了业界猜测。CharlieChen表示:“我们在手机业务上看到了巨大的潜力和增长前景。公司不会放过任何可能拓展北美业务的机会。”

  Chen负责华为北美业务部的营销和产品管理工作。目前,华为已经开始在英国等市场销售智能手机设备,而其产品所使用的操作系统为谷歌公司所研发的Android.但华为大部分手机产品仍是中低端,走量为主。华为在一份声明中表示:“公司奉行对并购交易传闻不予置评的政策,华为对提高业务发展的各种机遇一直是持开放态度的。”

  市场研究公司IDC分析师弗朗西斯科·杰洛尼摩表示,“华为和中兴是Palm的潜在买家,它们没有自己的操作系统和品牌,但有收购和打造品牌所需要的资金,而且有制造成本低的优势。消费者不会将中国品牌和高质量产品联系在一起,不会高价购买中国厂商的手机。Palm符合华为和中兴的需求。”

兔子 发表于 2010-05-04 15:52
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兔子
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话题发表者上传名片
诺基亚(中国)投资有.
技术经理
郑炜
中企网络通信技术有限.
副董事长
祝建华
三星电子中国总部
市场销售部总监/高级.
周久锟
三星(中国)投资有限.
无线事业中国区CDM.
姚峰
诺基亚公司
市场部市场经理
杨丽文
摩托罗拉(中国)电子.
传播与公共事务部总监
杨伯宁
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