[新聞] IBM求售個人電腦部門

ChenCheMin

http://udn.com/NEWS/FINANCE/FIN6/2383345.shtml
IBM求售個人電腦部門


■ 編譯馮克芸／紐約時報3日電

消息人士2日說，國際商業機器公司（IBM）求售個人電腦部門，開價10億到20億美元之間（約新台幣320億元到640億元），目前可能的買主是中國大陸聯想集團。
IBM的個人電腦在1981年進入市場，讓個人電腦走出精品店，成為企業及消費者主流產品，但該公司在個人電腦市場上的占有率早就落居對手戴爾及惠普之後，主力業務已變成更賺錢的企業伺服器及電腦服務。

如今IBM求售個人電腦部門，預料包括桌上型、筆記型電腦都在出清之列，該公司自此將淡出一手打造的個人電腦江山。

IBM退出個人電腦業或許等於承認個人電腦已成為日用品，獲利微薄。近年來因個人電腦而大發利市的企業是微軟及英特爾，前者的軟體和後者的晶片已是絕大多數個人電腦的標準配備。

熟知IBM個人電腦部門出售談判的人士說，IBM正在與聯想集團討論買賣事宜，其他至少還有一組潛在買主。

如果IBM個人電腦部門最後果真賣給聯想集團，IBM高科技製造技術外移中國大陸及台灣的步調將持續下去。

23年來，IBM將其在大型電腦上的精湛技術移轉至桌上型電腦的生產，許多人批評該公司將個人電腦標準配備的權利讓給微軟及英特爾，註定使個人電腦變成日用品。相較之下，蘋果電腦的個人電腦全球占有率雖僅4%，但因蘋果控制軟硬體，有能力將其個人電腦價格維持在高檔，且獲利較高。

出售個人電腦部門將背離IBM強調以業績規模做為衡量企業重心的傳統，目前個人電腦業務占IBM年度營業額920億美元的12%。

近十年來，業界分析師早已力促IBM出售個人電腦事業，因為此部門盈餘不高，甚至還虧錢。分析師預料今年IBM個人電腦部門的稅前盈餘將不到一億美元。

【2004/12/04 聯合報】  ＠ http://udn.com

真糟糕,這樣之後的小黑的MARK就要換掉啦.....
這不是IBM, 這不是IBM  

小酒蟲

那就....準備和 ThinkPad 說再見啦，畢竟 MIC 之後品質下滑是不爭的事實。

MelancholyLee

小黑真的會走入歷史嗎??..
真讓人感傷..

Reggae

一一a
讓人覺得...該是入手末代機皇的時候了???

P.S 難道這是資訊展的噱頭之一??

mfhsieh

tpuser 網站有一說是：

1. 其實只有出售製造部門。
2. IBM 仍會維持研發、銷售與維修體系。

如果真是這樣，影響似乎是比較小。

ChenCheMin

http://www.reuters.com/audi/news ... amp;storyID=6993937
直接看外電可以避免誤譯的情況

SAN FRANCISCO (Reuters) - IBM (IBM.N: Quote, Profile, Research) is reportedly in talks to sell its personal computer business in a deal that could be worth up to $2 billion and would cap a gradual withdrawal from the business it helped to pioneer in 1981.

IBM, now the No. 3 PC maker behind Dell Inc. (DELL.O: Quote, Profile, Research) and Hewlett-Packard Co. (HPQ.N: Quote, Profile, Research) , is likely to include all of its desktop, laptop and notebook computers in the sale, which could earn it between $1 billion and $2 billion, The New York Times reported on Friday, citing people close to the negotiations.

Hong Kong-based Lenovo Group Ltd. (0992.HK: Quote, Profile, Research) , China's top PC maker, and at least one other company are said to be in talks with International Business Machines Corp., the Times reported.

IBM declined to comment. "It's IBM's practice not to comment on rumor or speculation," company spokesman Ed Barbini said.

Officials of Lenovo in Hong Kong and Beijing could not be reached for comment.

IBM has exited the low-margin storage and memory chip businesses in recent years, while investing in what it sees as strategic growth areas like computer services and software.

Instead of focusing on individual computer users, IBM in recent years has returned its focus to the powerful machines known as servers that organizations use to run everything from basic Web sites to big-business or governmental operations. These computers range from PC-based servers to classic mainframes.

Gartner Inc., a leading research firm, earlier this week forecast that three of the top 10 personal computer makers would exit the market by 2007, citing slower growth rates and narrower profit margins. It did not name any companies.

"If IBM is exiting PCs, management is likely making a long-term call that PCs are commodities," Merrill Lynch analyst Steve Milunovich wrote in a note to clients.

Shares of IBM rose 1.4 percent to $97.08 on the New York Stock Exchange on Friday. Shares of IBM have surged 15 percent since the company reported third-quarter results in mid-October. They are up 4.5 percent on the year.

IBM MAY STILL KEEP A HAND IN PCs

Wall Street analysts, several of whom have called on IBM for years to divest its PC business, hailed the potential move. But some believe IBM may seek to keep its hand in the business, whether or not it hands off production to another company.

Several analysts argued that IBM should preserve its ability to sell IBM-branded PCs to corporate clients as a foot in the door to sell higher-value gear like servers and data storage.

"Big Blue may not elect to sell the entire business and could (instead) structure a creative deal in pieces or in terms of distribution," UBS analyst Ben Reitzes wrote to clients.

The IBM PC was first introduced in 1981. Its first portable computer debuted in 1984.

IBM's Thinkpad laptops are the leading brand of commercial notebook computers. IBM holds a 14 percent share of a market estimated to be worth $11 billion, IDC estimates.

IBM ranks a distant third behind Dell and HP in the desktop PC market -- a $16.8 billion market. In the late 1990s, IBM withdrew from the consumer PC market in the United States.

IBM, based in Armonk, New York, sold its PC production operations in the United States to contract manufacturer Sanmina-SCI (SANM.O: Quote, Profile, Research) two years ago.

It also relies for PC desktop and notebook production on contractors such as Solectron Corp. and Tawian's Wistron (3231.TW: Quote, Profile, Research) and Quanta Computer (2382.TW: Quote, Profile, Research) .

Since 1994, China's second-biggest domestic PC maker, Great Wall Technology Co. Ltd. (0074.HK: Quote, Profile, Research) , has operated a series of joint ventures with IBM in China to manufacture IBM desktops, storage and other products.

IBM and Great Wall operate a personal computer production joint venture in the southern Chinese city of Shenzhen that employs some 4,000 people. A Great Wall spokesman in Shenzhen was not immediately available to comment.

Bloomberg News reported that IBM had hired Merrill Lynch & Co. (MER.N: Quote, Profile, Research) to find a buyer for its PC business, citing a person familiar with the situation. Neither IBM nor Merrill would comment on the report.

The possible deal with Lenovo, which controls more than a quarter of China's PC market, follows Chinese media reports three weeks ago that Lenovo was preparing to set up a joint venture with IBM.

Lenovo said in April that it would likely enter the international market through acquisitions, and that financing an acquisition "would not be a major problem."
© Reuters 2004. All Rights Reserved.

不過目前還是傳聞啦, 希望不要成真,要不真的要趁還未售出前先買一台小黑,

cmcyijui

Originally posted by ChenCheMin at 2004-12-4 10:55:
http://www.reuters.com/audi/news ... amp;storyID=6993937
直接看外電可以避免誤譯的情況

~~恕刪~~~
不過目前還是傳聞啦, 希望不要成真,要不真的要趁還未售出前先買一台小黑,

真的是如此嗎??

別急著買

保固的品質接手的廠商是否要不要維持還是一個問題

jeromel

Originally posted by ChenCheMin at 2004-12-4 09:25 AM:
相較之下，蘋果電腦的個人電腦全球占有率雖僅4%，但因蘋果控制軟硬體，有能力將其個人電腦價格維持在高檔，且獲利較高。

apple的獲利較高？？這個結論下的有點怪說～

wildeny

Originally posted by ChenCheMin at 2004-12-4 10:55 AM:
不過目前還是傳聞啦, 希望不要成真,要不真的要趁還未售出前先買一台小黑

不是傳聞  只是還沒確定買主
有興趣者: Lenovo (previously called "Legend") 及另一買主(the name not shown)
From NY Times, 12/04/2004

小酒蟲

Originally posted by jeromel at 2004-12-4 18:22:
apple的獲利較高？？這個結論下的有點怪說～

應該是指單台的利潤較高。

vet2000

Originally posted by jeromel at 2004-12-5 10:22 AM:
apple的獲利較高？？這個結論下的有點怪說～

現階段，蘋果也是靠著iPod系列撐起一片天，其他的銷售是平平...

[ Last edited by vet2000 on 2004-12-5 at 16:25 ]

lazymonkeykimo

我想由此次的資訊展IBM的攤位銷售就可以知道影響的力道有多強了
看到X40的報價 真是讓我大開眼界
有興趣的朋友真的可以考慮去買末代機皇了

jeromel

剛剛在看到，關於這則新聞，Taiwan C|Net有不同的見解，C|Net認為是BIM藉聯想的殼進軍大陸市場，若是真的如此，那還頗為玩味～

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