20 years of restarting life

Zhao Changan's trip to Waterloo was unanimously welcomed by BlackBerry executives and the RIM 6230 team.

Although this visit to Zhao Changan was of a personal nature, not only BlackBerry Chairman Mike Lazaridis, President Jim Balsillie, and Chief Operating Officer Barbara Stimister.They all went to the airport to greet Zhao Changan in person, and at the dinner to welcome Zhao Changan that day, Norte President Luo Shijie and several Ontario MPs also attended the dinner.

Norte's total sales in the new millennium so far are not calculated except for the last month of December. However, in the first eleven months, Nortel's sales have reached a record of 12 billion yuan.

In the field of optical fiber, Norte controls 43% of the global optical fiber equipment market, almost three times that of No. 15 Lucent, which has a market share of only 2%.

When the Nasdaq index was at its highest position in April, Norte Network's stock price reached a maximum of more than 4 US dollars per share, and its market value reached US$120 billion. During the same period, Intel's market value was 2670 billion yuan, and Cisco's was 2777 billion yuan. , IBM 3573 billion yuan.

These five companies have become the top five technology companies in the world's Internet field. This is also the first time that Big Goose has owned such a powerful company since the founding of the country.

However, unlike Lucent, Cisco, and IBM, the three technology giants who are desperately making subtractions, Norte, under the leadership of Luo Shijie, was still making mergers and acquisitions even in 00.

What's more, because Luo Shijie is too optimistic about the Internet market, since the second half of last year, he has started to produce optical fiber products 24 hours a day in three shifts at full speed, in order to cope with Luo Shijie's judgment that there will be even bigger market in the second half of the year. Blowout market demand.

By the time the Nasdaq stock market plummeted and crashed in April this year, and its stock price had halved in January, according to calculations, after Norte digested its existing orders, its warehouse would still have a backlog of over 4 billion yuan of backbone network equipment. in stock.

If the inventory cannot be sold this year, it will tie up a lot of Norte's liquidity.

Moreover, with the arrival of the Internet winter, the global optical fiber market has shrunk rapidly. The backbone network equipment accumulated in Norte's warehouse is enough for its own consumption for 10 years.

As a result, a very strange phenomenon appeared in Norte's company report. On the one hand, it had sales of up to 280 billion yuan, and on the other hand, there was a large backlog of products and a long-term decline in stock prices.

Although the backlog of 40 billion compared with the sales of 280 billion does not seem to shake Norte's foundation, in fact the 280 billion is almost all previous contract orders. Moreover, due to a large number of mergers and acquisitions, Norte is operating with high debt, and the company Annual profits are very low.

This kind of enterprise's capital model is very dangerous. If it keeps going smoothly, it can quickly change from one to two to four to eight to sixteen to 32. The terrifying high-speed growth, but if there is a little fluctuation, it is very likely This company will be destroyed instantly.

This is why Norte is so actively participating in the competition in China's fiber optic market this year, and once the Tianyue and Chonghua series agreed to pay for the diamond phone gimmick, they immediately supported it with both hands.

However, Norte's old rivals, Lucent and Cisco, are of course not good men and women. Although the Internet winter has had a great impact on them, they have enough cash in their hands because they have been doing subtraction before.

In times of economic crisis, cash is king.

So no matter how difficult it is for them now, they still have to compete with Norte for every inch of land in the global communications equipment market. The purpose is not to make profits and make money, but to kill Norte.

For this reason, in many markets, they would rather lose money, rebate, and give technology instead of giving up any market share to Norte.

So far, Norte's share price has dropped to 50m yuan, and what makes Luo Shijie shudder is that all this seems to be just the beginning.This is also the reason why he appeared at the welcome dinner this time. He also knew about the relationship between Yinami and Chu Daofeng. When a ship is about to sink, sometimes, a straw falls into the water. I want to hold on desperately.

Thirst for miracles.

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There are two purposes that Zhao Changan wants to discuss with BlackBerry during this trip. The first is to form a joint venture between Ynanometer and BlackBerry, a BlackBerryPAD Asian company, and the second is to form a RIM intelligent operating system joint venture.

In this discussion, Zhao Changan put forward three long-term visions for Internet terminals, including putting computers into PADs and mobile phones, full touch screen for games, and 'three-button mobile phones'.

Putting computers into PADs and mobile phones is easy to understand. Full touch-screen games mean that mobile phones and PADs will gradually abandon stylus pens and use a large screen that covers the entire mobile phone area.

As for the three-button mobile phone, except for the volume button and power button, the rest are all operated by touch screen.

Zhao Changan's long-term vision for these three Internet terminals did not cause shock to BlackBerry. In fact, this is also the direction that the world's smart handheld computers and mobile phone developers are working tirelessly to advance.

Just like the 'qwert' keyboard layout proposed by BlackBerry and first used, the essential purpose is to reduce the tapping frequency of PAD and mobile phone users, and do subtraction on the use of the keyboard.

Moreover, as the computing power of packaged semiconductor chips becomes stronger and stronger, the directionality of the chips becomes more and more specialized, the improvement of LCD touch screen technology, and the continuous improvement of software, this is definitely something that can be seen.

In fact, correspondingly, in the field of PAD and mobile phones, the top-ranking manufacturers are all doing similar research and development, designing more compatible hardware combinations and adaptable smartphone operating systems, as well as more suitable wap software. ecosystem.

This is why Motorol's 308C+ and V998 models have ignited second thoughts in the entire East Asian mobile phone industry. When they are betting heavily on flip phones to achieve overtaking in corners, European and American manufacturers have been ignoring this phenomenon and insisting on straight-type mobile phones. type.

Because candy bar models have an advantage that foldable phones cannot compete with in the future mobile phone field, which is the large-color full-screen display and touch screen.

Some clues of this advantage can be seen in the first generation of smartphones and those that are about to be launched.

Although the folding mobile phone seems to be smaller in front area, once it enters the era of full-screen mobile phones, its largest screen is only half of that of the straight phone. Unless a flexible screen is technically available, even if this kind of flexible screen can be made one day Arrival is also a matter of a more distant time.

Therefore, these European and American mobile phone manufacturers have been committed to the research and development of candy bar models. It is not that foldable mobile phones cannot be made, but they should only supplement the candy bar models, and not dominate the market.

I even saw Samsung, WAVEGUIDE, tcl, Tianyue Future,——

These emerging mobile phone snobbers in East Asia have invested heavily in folding phones, and these established Western oligarchs are gloating and waiting to see the joke.