RINAPE :: Volume #15

#1414: The Microsoft god makes up the blade


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Microsoft died to pinch with Apple is not a day two days. 微软苹果死掐已经不是一天两天了。 Although everyone thinks that Microsoft Windows plagiarized Apple Windows Operating System, what is undeniable, Windows in the success of Operating System domain, is Apple is unable to compare, moreover Windows almost realized a series landscape, but this dream destroys in the US (America) anti-monopoly law. 虽说大家都认为微软indos是抄袭了苹果的视窗操作系统,但不可否认的是,indos操作系统领域的成功,是苹果根本无法比拟的,而且indos差一点就实现了一统江山,但这个梦想毁于美国的反垄断法。 If not the anti-monopoly law is being a drag on Microsoft, Microsoft almost can it do to do remnantly in several years ago that Apple os system goes on the market. 如果不是反垄断法在拖着微软的后腿,微软几乎可以在苹果os系统上市的前几年就把它搞死搞残。 Apple is not someone easy to deal with, depends on the anti-monopoly law, goes to court with Microsoft unceasingly, several years ago the US (America) court took the anti-monopoly law as the benchmark, ruling Microsoft must be Apple provided the technical support for successive five years, in other words, to guarantee Microsoft Windows will not form the monopoly in the market, US (America) court decision Microsoft must on Apple macOS, be Apple provides massive Microsoft own technology and products support , to promote the Apple macOS survivability, in order to avoid it was destroyed by Windows thoroughly. 苹果也不是省油的灯,靠着反垄断法,不断与微软对簿公堂,前几年美国法院以反垄断法为基准,判决微软必须连续五年为苹果提供技术支持,也就是说,为了确保微软indos不会在市场上形成垄断,美国法院判决微软必须在苹果maos上,为苹果提供大量微软自己的技术与产品支持,来提升苹果maos的生存力,以免它被indos彻底搞垮。 The ie browser on Windows is most user Browsing not two electing, but on macOS does not have ie, at that time Apple own safari had not developed, what to do? Microsoft must develop the macOS end ie browser for Apple...... indos上的ie浏览器是绝大多数用户上网的不二之选,但maos上没有ie,那时候苹果自己的safari又没开发出来,怎么办?微软就必须为苹果开发maos端的ie浏览器…… The Windows Office office software is one of the Windows system commercial domain biggest taking advantage, is the user cannot leave a Windows system big basis, what to do? The anti-monopoly law came, Microsoft must for the macOS development in Mac use Office...... indosoffie办公软件是indos系统商用领域最大的依仗之一,也是用户离不开indos系统的一大根本,怎么办?反垄断法来了,微软就必须要为maos开发在ma端使用的offie…… In addition, to let Apple gives up accusing that Microsoft violates its copyright, Microsoft also invests 1.5 hundred million USD to buy stock in Apple, sent to the most essential grain and fodder to Apple. 除此之外,为了让苹果放弃控告微软侵犯其版权,微软还出资1.5亿美元入股苹果,给苹果送去了最关键的粮草。 Such anti-monopoly law, is almost cannot imagine internally, was equal to when Tencent QQ was almost about to monopolize the market, Sina uc was on the verge of death can go to the court to sue Tencent, then requested Tencent to for Sina uc provide various QQ exclusive technical support, even also requested Tencent to Sina uc conduct the investment of certain amount, originally also waited eagerly to do him, finally made the opponent is dying, not only cannot continue to hit, but must instead excessive round trip save him, why? 这样的反垄断法,在国内几乎是不可想象的,就等于是腾训qq几乎快垄断了市场,新浪uc濒死之际就可以去法院状告腾训,然后要求腾训必须为新浪uc提供qq专有的各种技术支持,甚至还要求腾训必须对新浪uc进行一定金额的投资,本来还憋着劲要搞死他,结果把对手打得快死了,不但不能继续打,还得反过头来去救他,凭什么? Because of anti-monopoly law...... 就是因为反垄断法…… Therefore, even if Microsoft is the Apple shareholder, but in the bone is actually the from head to tail enemy, is only «Anti-monopoly law» this referee, does not allow Microsoft to kill the opponent, Microsoft still has the innumerable mmp lectures not to export at heart. 所以,即便微软苹果的股东,但骨子里却是彻头彻尾的敌人,只是《反垄断法》这个裁判,不允许微软把对手打死,微软的心里也有无数句mmp讲不出口。 Those who let Microsoft have a dream didn't expect is, Apple came a new opponent, this new opponent internet enterprise from China . Moreover, this new opponent has not competed with Apple on Operating System, but on music player Apple escape route! 微软做梦都没想到的是,苹果来了一个新的对手,这个新对手是来自华夏互联网企业,而且,这个新对手没有在操作系统上跟苹果竞争,而是在音乐播放器上断了苹果的后路! In the Microsoft eye, his mother simply was too crisp! Because «Anti-monopoly law» this time may be unable to preserve the Apple lifeblood, music player enterprise so many, product so many, iPod, even if were done thoroughly by Muye Science and Technology, Muye Science and Technology will not offend «Anti-monopoly law»! 微软眼里,这他妈简直是太爽了!因为《反垄断法》这次可保不住苹果的命根子,音乐播放器企业那么多,产品那么多,ipod就算被牧野科技彻底搞死,牧野科技也不会触犯《反垄断法》! Eye looks at Apple stock price big crashing, Microsoft decides to seize this chance of a lifetime immediately, to Apple ruthlessly makes up a blade. 看着苹果股价大崩盘,微软立刻决定抓住这个千载难逢的机会,给苹果狠狠的补上一刀。 Therefore, Microsoft before closing, will soon issue an announcement, announced own several decisions: 于是,微软在即将收盘之前,发布了一则公告,宣布了自己的几项决定: First, Microsoft will stop the ie browser in the renewal of Mac, no longer is Mac ie provides the new technical support ; 首先,微软将停止ie浏览器在ma端的更新,不再为ma端的ie提供新的技术支持; Next, as a result of the Microsoft interior team and business reorganization, can only be forced to suspend the Office research and development of Mac supporting, after the team and business reorganization is completed, opens ; 其次,由于微软内部团队与业务重组,只能被迫暂停ma端offie研发支持,待团队与业务重组完成后再进行开放; Again, the Microsoft board of directors after the discussion, announced to the latest reduction plan of Apple stock, the Apple stock that continues in reduction to hold. 再次,微软董事会经过商讨,公布了对苹果股票的最新减持计划,继续减持手里持有的苹果股份。 Microsoft dumped the Apple stock since 2000 one after another, nowadays surplus are not quite many, had the plan to undersell completely in this year, but has not thought worried to undersell, but bumped into Muye Science and Technology to make war to Apple just in time, therefore Microsoft then decided that hit a person when he is down to Apple. 微软从2000年开始陆续抛售苹果的股票,现如今剩余的已经不太多了,原本是有计划在今年内全部抛售一空,但并没有想过这么着急抛售,可是正巧碰上牧野科技苹果开战,于是微软便决定向苹果落井下石。 The stock price falls suddenly, the market most feared that investor lose the confidence to the stock, if even the organization and major stockholders announced the reduction, the private investors lost confidence. 股价暴跌的时候,市场最怕投资人自己对股票失去信心,如果连机构和大股东都宣布减持,那散户们就更加丧失信心了。 Microsoft this time making up blade actually unusual chicken thief, the previous US (America) court based on the anti-monopoly law, assigns a penalty to the Microsoft five years, was just expired last year, normally, Microsoft does not dare after the decision period ended gets angry immediately, in that case, Apple turned head to be able again on the grounds of «Anti-monopoly law» sued Microsoft, Microsoft will lose the lawsuit certainly, and certainly will undertake the large amount of compensation, gain does not equal the loss. 微软这次的补刀其实非常鸡贼,上次美国法院基于反垄断法,对微软的五年判罚,在去年刚好过期,正常情况下,微软不敢在判罚期结束之后就立刻翻脸,那样的话,苹果一扭头就可以再以《反垄断法》为由状告微软,微软铁定会输掉官司,并且一定会承担巨额赔偿,得不偿失。 However, now Microsoft has the sure card, stops supporting ie in the mac end, because of the beginning of this year, the safari testing version that Apple develop has gotten online, since Apple has the browser, Microsoft stops supporting ie to Apple, will not violate the anti-monopoly law, therefore stops renewing directly absolutely does not have the issue. 不过,现在微软已经有了万全之策,停止在mac端支持ie,是因为今年年初,苹果自己开发的safari测试版就已经上线,既然苹果已经有了浏览器,微软停止向苹果支持ie,也就不会违背反垄断法,所以直接停止更新是完全没有问题的。 In addition, Microsoft does not dare really to terminate in the mac end supports Office, therefore they changed a path, did not say stops serving, because the internal team and business need to reorganize, the passive suspension support, will also continue to serve. 除此之外,微软并不敢真的终止在mac端支持offie,所以他们换了个路子,不说停止服务,而是因为内部团队与业务需要重组,被动的暂停支持,不日还会继续服务。 The Microsoft intention is very simple, even if this suspension supports cannot continue is too long, issued such announcement at this time, mainly to give Apple the gloomy market prospect had presented violent to strike the injury at the same time time, if cannot get rid of Apple, then Microsoft was certainly glad to see Apple dead in others the hand, to fear Li Mu could not kill him, Microsoft then came such a indirect making up blade. 微软的意图很简单,就算这种暂停支持不能持续太久,在这个时候发出这样的公告,主要就是为了给苹果本来就已经一面灰暗的市场前景奉送一次暴击伤害,如果不能自己干掉苹果,那么微软当然乐于见到苹果死在他人之手,为了怕李牧杀不死他,微软便来了这么一次间接的补刀。 But Microsoft making up blade, in this gloomy in an all day trading day, lets cling to tenaciously Apple as well as its behind capital of 6 USD important passes, encounters instantaneously fatally strikes, the flood that the stock price such as opens the sluice gates, falls suddenly instantaneously. 微软的补刀,在这个已经灰暗了一整天的交易日里,让原本死守六美元关口的苹果以及其背后资本,瞬间遭遇致命一击,股价如开闸的洪水,瞬间暴跌。 The stock price from 6.02 USD, was almost the flash falls 5.76 USD, 5.9 and 5.8 USD these two saw radically continually has not been seeing, encountered the thorough steamroll. 股价从6.02美元,几乎是一瞬间就跌到了5.76美元,5.9、5.8美元这两大关根本连见都没见着,就遭遇了彻底的碾压。 Wall Street and Silicon Valley looked stupidly, is unable to imagine such as star general Apple Corporation, one round on thorough of such defeat, this also made one start to reexamine Muye Science and Technology unexpectedly, and started to be inspired of this company. 华尔街和硅谷都看傻了,无法想象如明星一般的苹果公司,竟然一个回合就败的这么彻底,这也让人开始重新审视牧野科技,并且开始对这家公司心生敬畏。 In the market a piece wails, the stock price of Apple Corporation like an airplane that lost the engine and wing, is not only unable to climb, even glides possibly does not have, simply is straightly downward fierce, trend which investor who like this falls suddenly cannot shoulder. 市场上一片哀嚎,苹果公司的股价如同一架失去了引擎与翅膀的飞机,不但无法爬升,甚至连滑翔的可能都没有,简直是直线向下猛扎,这样暴跌的趋势哪个投资人都扛不住。 The slump stock price does not even have the organization to dare to bargain-hunt, because they looked at the past from the level of business, the possibility that Apple has almost not stood up from failure at present, Mangomi 2 has not gone on the market already so, this time stock price was impossible to bottom, bottomed to want truly, when Mangomi 2 went on the market in US (America) officially, by that time, if the anti-dumping duty can help Apple defend the US (America) home market, that stock price also had the possibility of rebound, if the anti-dumping duty could not resist Mangomi 2 completely in the trend in US (America) native place, that Apple iPod business can be buried. 暴跌的股价甚至没有机构敢于抄底,因为他们从业务的层面看过去,苹果眼下几乎没有翻身的可能,mango-me二还没上市就已经如此,这时候的股价不可能触底,真正触底要等到mango-me二正式在美国上市,到那个时候,如果反倾销税能够帮苹果守住美国本土市场,那股价还有反弹的可能,如果反倾销税完全抵挡不住mango-me二在美国本土的趋势,那苹果ipod业务就可以入土了。 What awfully is, other Apple Corporation call circuits, could not see that any can stand the possibility of striving to turn the tide, now Microsoft comes out to hit a person when he is down, macOS and market of Apple computer definitely will be affected by Microsoft, this is aggravates the situation and has one misfortune after another without doubt, cannot do well under this dual pressure, Apple will crash. 更要命的是,苹果公司其他的业务线,也丝毫看不到任何能够站出来力挽狂澜的可能,现在微软又出来落井下石,maos以及苹果电脑的市场必然会受到微软的影响,这无疑是火上浇油、雪上加霜,搞不好在这双重压力之下,苹果会就此崩盘。 In the capital market, the product can complete, the R & D capability is not main, what is main is well-received by market, once the market loses the confidence, other all are the bubbles. 在资本市场,产品做得好、研发能力强都不是最主要的,最主要的是得到市场的认可,一旦市场失去信心,其他所有的一切都是泡沫。 The 2-3 years ago internet bubbles, the innumerable companies the market value shrinkage surpasses 90% overnight, the market value approached 2000 hundred million USD giant US (America) online, nowadays market values in the past also only has 1/10 of magnificent period. 2-3年前的互联网泡沫,无数公司一夜之间市值缩水超过90%,就连当年市值逼近2000亿美元的巨头美国在线,现如今的市值也只剩下辉煌时期的十分之一不到。 The Apple stock price from 7.36 USD, falls suddenly to 5.74 USD, the stock price decline range in one trading days, achieved 22%, the accumulated decline ranges of several trading days about 34%, market value about 80 hundred million USD, have 50 hundred million USD now reluctantly. 苹果股价从7.36美元,一路暴跌到5.74美元,在一个交易日内的股价跌幅,达到了22%,几个交易日的累积跌幅将近34%,原本市值将近80亿美元,现在勉强还剩下五十亿美元 However in comparison, Apple stock price crashing speed, has not been considered as that in the internet industry the most serious stock, even first ten cannot stand in line. 但是相比之下,苹果的股价崩盘速度,还不算是互联网行业里最严重的个股,甚至连前十都排不上。 However, this enough has delivered a destructive attack to Apple from top to bottom. 不过,这已经足够给苹果从上到下带来一场毁灭性的打击了。 The bonus is incomparably self-confident Jobs, started to suspect that at this time life, he has insisted hardware for lord and software for auxiliary, was because he thought that the software development bubble was big, was far less than that the hardware took root stably, like these night of dropping down a company when the internet bubble burst, majority was the software company. 饶是无比自信的乔布斯,在这个时候也开始怀疑起了人生,他一直坚持硬件为主、软件为辅,就是因为他觉得软件发展泡沫大,远不如硬件扎根稳固,就像那些在互联网泡沫破裂时一夜倒下的公司,大部分都是软件公司。 However, his didn't expect, Apple centered on hardware, will also suffer such frigid attack unexpectedly, an enterprise from China, one's effort, made the Apple market value shrink almost 30 hundred million USD, has not known how long the following advantage will also continue spatially, could not do well, Muye Science and Technology this being in sharp opposition, will make the Apple market value shrink more than 50%. 但是,他怎么也没想到,以硬件为核心的苹果,竟然也会遭受这么惨烈的打击,一家来自华夏的企业,一己之力,就让苹果市值缩水了差不多三十亿美元,还不知道后续的利空还会持续多久,搞不好,牧野科技这次针锋相对,会让苹果的市值缩水一半以上。 Now, is placed has two in Jobs front issue. 现在,摆在乔布斯面前的问题有两个。 First, how to recall the stock price in a short time? 第一,怎么在短时间内挽回股价? Second, how to reverse the passive state in business over the next several months? 第二,怎么在未来的几个月时间扭转业务上的被动局面? The shareholder and investor's in Apple Corporation to Jobs's interrogation also nothing but are these two issues. 苹果公司的股东以及投资人对乔布斯的质问也无非就是这两个问题。 What is sorrowful, Jobs could not find any means to collapse. 悲哀的是,乔布斯找不到任何办法来破局。 Has insisted hardware for lord him, at this time saw the hardware enterprise biggest drawback turns around is too slow, cost is too high! 一直坚持硬件为主的他,这个时候看到了硬件企业最大的弊端转身太慢、成本太高! The hardware enterprise looks like a heavy load truck of rapid travel, let alone turns around thoroughly, even if were the direction controls the little issue, car crash, the casual model of hardware needs at least several months of development cycles, Mangomi 2, even if has completed the complete design research and development effort, went on the market in the world officially still needs the time preparation, Apple, if the present develops a model of new hardware, and sent to hope that it can reverse the difficult position, the possibility was almost zero. 硬件企业就像是一辆飞速行驶的重载大卡车,别说彻底转身,哪怕是方向把控上出了一点点问题,也会车毁人亡,随便一款硬件都需要至少几个月的研发周期,mango-me二就算是已经完成了全部的设计研发工作,正式在全球上市也还需要时间准备,苹果如果现在去开发一款新的硬件,并寄希望它能够逆转困境,可能性几乎为零。 When Jobs as well as entire Apple fall into desperately, stays up late in office working overtime Li Mu, is staring at the US stock market bulk lots to be dumbfounded. 当乔布斯以及整个苹果陷入绝望的时候,熬夜在办公室加班的李牧,正盯着美股大盘目瞪口呆。 He expected that the Apple stock price will certainly fall suddenly today, but does not have the expectation is so thorough, has not expected, Microsoft that attended the meeting to fall suddenly will hold suddenly a blade to Apple at this time. 他预料到苹果的股价今天一定会暴跌,但没预料到会暴跌的这么彻底,更没预料到,微软会在这个时候忽然向苹果捅了一刀。 The looks at Apple stock price continued to break through 5.7 and 5.6 USD two checkpoints, Li Mu checked a Apple latest market value, has broken 50 hundred million USD. 看着苹果的股价继续突破5.7、5.6美元两道关卡,李牧查了一下苹果的最新市值,已经跌破50亿美元了。 Unsurprisingly, Apple in the final moment of closing, cannot defend the critical junctions of 5.5 USD as before, at price closing of 5.47 USD, the one-day decline range 25.6%, becomes Apple dark Monday...... 不出意外,苹果在收盘的最后关头,依旧没能守得住5.5美元的大关,以5.47美元的价格收盘,单日跌幅25.6%,成为了苹果的黑暗星期一…… Day of slaughtering ended, cannot see any gunsmoke, actually can also feel back rivers of blood . Moreover, this was also far from finishing. 一天的杀戮结束了,看不见任何硝烟,却也能感受到背后的血流成河,而且,这还远没到结束。 Continues to get down, the Apple stock price will be only getting more and more low, the market value only will also be getting fewer and fewer, if other Mangomi 2 listings, feared that can remaining 30 hundred million USD be good. 继续这么下去,苹果的股价只会越来越低,市值也只会越来越少,如果等mango-me二上市,怕是能剩下30亿美元就不错了。 It seems like, enterprise remaining 30 hundred million USD seem camel of skinny to be big, actually nonsense! 看起来,一家企业剩下三十亿美元好像瘦死的骆驼比马大,其实狗屁! At Apple current enterprise size, not only the big group of people wait for the opens the mouth to eat meal, big pile of projects being developed need to transfuse blood, the stock price causes the market value to fall suddenly is only on the one hand, the follow-up funding chain issue is the Apple biggest satchel charge. 苹果目前的企业规模,不但有一大堆人等着张口吃饭,还有一大堆正在研发的项目亟需输血,股价引起市值暴跌只是一方面,后续的资金链问题才是苹果最大的炸药包。 If the fund has the problem, Apple takes the market value that 3 billion are not arriving, write off the possibility that under the background that wants to finance again to be minimal in the market, when the time comes can only the looks at funding chain break helplessly, once the funding chain break, all has put in the project of painstaking care research to abolish completely, all talents will drain one after another, by that time, Apple applied for the bankrupt settlement either, either can only seek other big shot base prices to take over a business, who dares to meet this hot potato? 如果资金出现问题,苹果拿着30亿不到的市值,在市场唱衰的背景下想再融资的可能性微乎其微,到时候就只能眼睁睁的看着资金链断裂,一旦资金链断裂,所有已经投入大量心血研究的项目全部要废止,所有人才都会陆续流失,到那个时候,苹果要么申请破产清算,要么只能求其他的大佬底价接盘,可谁敢接这个烫手山芋? Suddenly, Li Mu at present one bright. 忽然间,李牧眼前一亮。 He said to Li Ziwei: Helps me contact with the Sequoia Capital person, making them send a senior official who tomorrow will immediately be skilled in the US stock market capital operation to my office.” 他对身边的李紫薇说:“帮我联系一下红杉资本的人,让他们明天立刻派一个精通美股资本操作的资深人士到我办公室。” Sequoia is the Muye Science and Technology back capital side, is the world-class capital, Li Mu makes them look for a person who is skilled in the US stock market capital operation comes, after Li Ziwei hear, then heart next one startled, blurts to ask: Chief Li, were you prepare ipo?” 红杉牧野科技背后的资本方,也是世界一流的资本,李牧让他们找一个精通美股资本操作的人过来,李紫薇听后便心下一惊,脱口问道:“李总,你这是准备ipo了吗?” Li Mu beckons with the hand: Ipo is not the time, I want to consult, about purchasing Apple, then delists from NASDAQ Apple, then realizes the privatization feasibility to have in a big way......” 李牧摆摆手:“ipo还不是时候,我想咨询一下,关于收购苹果,然后把苹果从纳斯达克退市,然后实现私有化的可行性有多大……” At this point, Li Mu sighed one, said: Microsoft is really the god makes up the blade today!” 说到这里,李牧感叹一声,道:“微软今天真的是神补刀啊!”
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