Wednesday, September 29, 2010

How the blaze was accompanied by low encirclement

Pakistan has received a customer, big beard, but the eyes look great, with a Chinese girl came to our company, is to buy stove accessories.

To know that this is the first time we met the class in Asia brother on, we Chinese people have stood up but the Pakistan side of the impression that living standards are not ye, ah, it seems. So I rushed the whole tie, up and down to spend time with enthusiasm greeted the two.

Pakistan's brother called Raji, very polite and also fluent in London sound, dressed neatly though conservative, but unusual, it is a custom view forget. Together with his Chinese girl named Ada, it seems recently graduated, looking a bit dull.

Raji sat down to start the point, it shows that he is the first time in China (later I learned I cheated), before doing the stove factory in Pakistan, parts have been hard to find, the local people who do this much , and the extremely poor quality, after listening to a friend's introduction to China's purchases, the intended harmonization of procurement in the area we go back a few cabinets. The hearing that this business was very good centralized procurement Well, it certainly shows he is sincere, Mr. Raji to Zan Chinese procurement. Then I will be intolerant of their annoying situation of our company introduced again, to closer relations, but also specifically with their own accent in a little self-righteous "London Sound" (ha ha, do not know each other listening to react? )

Raji then choose a dozen varieties at once, flew me to quote. When the offer straight to my heart whispered, how foreigners are so, one must sit down and offer quotations. Price overstated, Raji face Wood, and people not see what is in his heart. At this time, Miss Ada who look sluggish spoke up: "We think your price too high, and tell the truth, we saw three factory, you are third, also the highest price a..." I have X! Is to compare the original price! Fortunately, I was not the lakes nestling horse. The McCain I leisurely from the situation of our industry, earnestly told them this stuff is not cheap you can get by the market, but also the supplier level and product quality. Is a lengthy, but Raji's face or Wood's. Ada's eyes, or foolishly, and are looking at nothing more than taking my two flying up and down.

At the end, Raji shook his head, saying: "I think your price''s still too high for me, you know my country is so poor and people can not afford this price ... ..."

"Okay, just tell me your target price and we will see whether we can do it or not." I can not, only to see his cards on the.

Raji unhurried out a quotation that is where he took over our competitors offer only one-third of our offer. That quote alone is flashed in front of me, Raji, and I see that it did not give a specific quote and above.

I think that this time be calm, because I know that the intensity of competition in the industry, but can not offer a clear difference between peers so far. I peep the Ada one, found her eyes though sluggish, but could not hide that hint of cunning blink. Raji's face still Wood's, beard, or so beautiful.

I stood up and said to the last bathroom. Out of the meeting room after I put in a call to the Supply Section, understand what the material now on the market price, that answers that competitors simply can not report the price, unless they are crazy! I have already quoted a very reasonable price, and opponents can not I offer and certainly much higher.

I again went into the meeting room and found Raji and Ada are talking about silent saw me in all the sound.

I told them that there is no way to further reduce the price can only say that if the order is more than 2 脳 20''cabinet / month can have discount. And At the end I added sentence: "I know you've been to Which plants and know their real offer, they can not offer me too much lower, if you think their product is right for you, then I have not ways. "Raji's face began not as Wood, and smiled and said:" We think a reasonable price like this, but hoped that you could be reconsidered, otherwise we will be under orders to go to your competitors . "I shook my head and said:" To ensure the quality of products to you, we must consider increasing the manpower cost to the quality Guan, Bushi blindly rely on cheap, the other's price may be lower point, but hope you taking into account the issue of quality and service. "saying this because I checked Raji Internet companies feel that they are fairly local brands, not only the price regardless of the other.

Words do not have to say something here. Ada was leaving when they're put down the sentence: "and the Pakistanis to do business, price is most important!" I listened very frankly, my relationship to the end consumer product safety issues, I can not for this is not a big business to may endanger the lives of others to do things right, do not do worth mentioning.

But I never thought Raji came back three days later, it did not say, took a direct order out. Miss Ada Raji said the past few days I have to take the price and I went to the other plant samples, but in the end that cost us, but still won.

These things think we may run into similar, especially in the Fair, took the price of a supplier and then everywhere is more than the foreigners, but sadly, our China suppliers in front of it seems to a little bit at a large profit on the price war, unit prices dropped lower and lower profit repeated cuts, the final benefit is that foreigners and suffering is our own. Friends who have tried to compete at a list of India and peer fell out, but eventually received a list of the hand is there a net loss of 50,000 yuan.

We are Chinese supplier price war is not only damaging our own interests, and stuffing the pockets of foreigners, also the back of China had a "dumping" charges, the latest European and American countries are "anti-dumping", in the final is that China's cheap goods against you that overwhelming in their.

But China's labor-intensive manufacturing enterprises are facing today, we are destined for this vicious cycle, the short term it seems we can not change this fact. But I believe everything has a cycle of logic, to go on in China can only usher in a new shuffle, and materials meager profits rising and the strong yuan Chao seems significant in this round of reshuffle the corner. Blindly rely on price reductions to obtain orders for closure of the factory is only the road, will survive is strong, with independent R & D, products of high value-added enterprises. This is the industry's restructuring and regeneration.

But having said that, if not eliminated, we do not want no food, we should not trouble you brother own Woli Dou, and joint of your peers, industry standards and price guide, jointly developed products with high added value, but also let foreigners see Today we are not looking to sell broken ah alone. - It seems a bit idiotic nonsense, too utopian, but I hope you come Paizhuan!


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Tuesday, September 14, 2010

U.S. stocks comment: Sun die-hard

Guide language: MarketWatch, wrote today, Sun representatives of the shareholders should consider replacing the CEO about the company why the present situation is so chaotic, as head of the Schwartz (Jonathan Schwartz) responsibility.

Now, Sun (JAVA) board members is the time to climb up, smell the coffee flavor.

The Board introduced two independent directors, that they can lead the company's business out of the downward spiral, it is obviously wrong, love the table, on the contrary, Sun is in fact the representatives of the shareholders should consider replacing about the company's CEO, after all, the company The reason why the present situation is so chaotic, as head of the Schwartz (Jonathan Schwartz) responsibility.

I believe that this Web server's current biggest problems, precisely because the CEO is that he has a high degree of focus on open source software to try to do something on principle. It is precisely this approach, analysts and consumers which has led to great confusion, people have begun to question: Sun what kind of a business?

"They really have a price that customers pay a higher corporate brand, or an ordinary household products?" Global Equities Research analyst Chaudhry (Trip Chowdhry) bluntly, "They in the end is a software or hardware company company? Sun in the end going to do to define their own identity? "

Sun was originally created in 1982, when it should be said is a low-end workstation company, their strategy is emerging at that time. Mainly in support of computer workstations for the target market. Sun developed the technology with its own unique advantages of workstations, engineers quickly became the favorite. Later, the company's growing larger, involved more important the Internet server market, but also appears to believe in "the network is the computer" mantra. However, the Internet bubble period, and their policy-making a significant deviation. And their many customers, they create a lot of high-risk start-ups, bathing the results of these investments have also led Sun itself has suffered huge damage.

After the Internet bubble burst in the recession period for which the company's many corporate clients are finding they can use the original price is more affordable low-end server products, these servers are free to use Linux operating system, rather than those mainstream server manufacturers use expensive Unix systems. With more and more customers began to realize that Dell (DELL) and other personal computer company to provide the server is already "good enough", Unix gradually began a downhill slide.

Under such circumstances, the big server vendors have started to seek new outlets, such as IBM Corp. (IBM) and Hewlett-Packard (HPQ) are beginning to launch its own low-end server products, at the same time, they also open up other operations, which in many areas including service as its own revenue sources to ensure diversified.杩欐牱锛屼粬浠埄娑︾巼鍙鐨勯珮绔湇鍔″櫒涓氬姟涔熻兘澶熷拰浣庣涓氬姟鐩稿緱鐩婂桨锛屽仴搴峰湴鍙戝睍涓嬪幓銆?br />
銆??Sun鑷劧涔熼伃閬囦簡绫讳技鐨勯夯鐑︼紝浠栦滑鐨刄nix涓氬姟涔熷彈鍒颁簡鍐插嚮銆備粬浠笉鏄病鏈夎繃璋冩暣鐨勫姫鍔涖?鍦?005骞寸殑鏃跺?锛屼粬浠渶鍒濆紑濮嬩娇鐢ˋMD鐨勮姱鐗囨潵鍒堕?鑷繁鐨勪綆绔湇鍔″櫒锛屽笇鏈涜兘澶熶互姝ゆ潵鍥炲簲甯傚満瀵逛簬浣庣绯荤粺鐨勯渶姹傦紝杩欑闇?眰鏄疭un鑷繁涓撴湁鐨勩?浣跨敤SPARC鑺墖鐨勬湇鍔″櫒鎵?棤娉曟弧瓒崇殑銆?br />
銆??2006骞寸殑鏃跺?锛屽綋鏃舵媴浠绘?瑁佺殑鏂界摝鑼ㄨ蛋椹笂浠伙紝鎴愪负Sun鐨勯甯墽琛屽畼锛屼粬鑷村姏浜庢帹鍔⊿un杩涗竴姝ュ悜鐫?紑鏀句唬鐮佽蒋浠剁殑鏂瑰悜鍓嶈繘銆傚湪浠栫殑涓绘寔涔嬩笅锛孲un鐨凷olaris鎿嶄綔绯荤粺琚帹鍚戝紑鏀句唬鐮佷笘鐣岋紝鍜孡inux杩涜绔炰簤锛岃繖鏈?粓杩樻槸鎺ㄥ姩浜哠un鐨勭‖浠堕攢鍞鎴愰暱銆?br />

銆??鈥淪un鍘熸湰鏄湁鏈轰細鎴愪负娑堣垂鑰呭績涓殑鑻规灉鐨勩?鈥濅箶寰烽噷琛ㄧず锛屸?浠栦滑涔熷簲璇ユ垚涓轰紒涓氬競鍦轰笂鐨勮嫻鏋溿?鈥濅箶寰烽噷鐩镐俊锛屽浜嶴un鑰岃█锛屼粙鍏ヤ綆绔湇鍔″櫒甯傚満鐨勫喅绛栨湰韬氨鏄竴涓法澶х殑閿欒銆?br />
銆??涔斿痉閲岀殑鐪嬫硶鎭愭?鏍规湰灏辨槸鍦⊿un鐨勭瓥鐣ヤ箣澶栵紝杩欎竴绛栫暐鏄墠浠婚甯墽琛屽畼楹﹀厠灏煎埄(Scott McNealy)鐨勯仐浜с?涓嶈繃鏃犺濡備綍锛岃嚦灏戝湪鎴戠湅鏉ワ紝Sun灏哠olaris鎿嶄綔绯荤粺鎺ㄥ悜寮?斁浠g爜涓栫晫鐨勫仛娉曠殑纭槸涓?釜閿欒鐨勫紑濮嬶紝浠栦滑閭f椂灏卞湪璇鑷繁浜嗭紝鐩镐俊鍙涓烘秷璐硅?鎻愪緵鍏嶈垂鎴栬?閮ㄥ垎鍏嶈垂鐨勮蒋浠讹紝灏辫兘澶熷紩璇变粬浠喘涔拌嚜宸辩殑纭欢銆?br />
銆??涔斿痉閲屽濠夊湴璐ㄩ棶锛屸?浣犳槸鍚﹁杩嘔BM寮?斁鑷繁鎿嶄綔绯荤粺鐨勪唬鐮侊紵鈥?br />

銆??Sun鏈?ぇ鐨勮偂涓滄槸Southeastern Asset Management锛岃繖鏄竴瀹朵环鍊煎瀷鎶曡祫鍏徃锛屽凡缁忔槑纭〃杈句簡甯屾湜鏈夋墍鍙樺寲鐨勬复鏈涖?鍛ㄤ竴锛孲un鍚屾剰鍦ㄨ懀浜嬩細澧炴坊涓や綅鐙珛钁d簨锛岃繖涓?喅瀹氳繕鏈夊緟浜庢柟闈㈢殑鎵瑰噯銆備笉杩囷紝Southeastern鏃椾笅鐨勪竴浣嶅熀閲戠粡鐞嗕汉宸茬粡鍋氬嚭浜嗚瘎璁猴紝鐪嬩笂鍘绘槸鏀寔鏂界摝鑼ㄧ殑绛栫暐鐨勩?


銆??鈥滈?杈戜笂鐢氳嚦娉曞緥涓婅鏉ワ紝Sun鐨勭‘鏈変箟鍔′负鑲′笢璋嬫眰鏈?ぇ鍒╃泭锛屼絾鏄笌姝ゅ悓鏃讹紝浠栦滑涔熼渶瑕佹壘鍒板姙娉曟潵缁存寔瀹㈡埛鐨勫繝蹇冦?鈥漃und-IT鐨勫垎鏋愬笀閲?Charles King)琛ㄧず锛屸?鎴戝苟涓嶈涓篠outheastern鏁︿績鐨勮祫浜у嚭鍞瓥鐣ュ浜庡鎴疯?瑷?槸浠跺ソ浜嬨?鈥?br />
銆??Sun鐨勬姇璧勪汉浠垨璁告槸鍙楀埌浜嗗叕鍙歌蒋浠朵笟鍔℃垚闀跨殑褰卞搷锛屽湪鏈?繎涓?釜璐㈠褰撲腑锛屽叕鍙哥殑杞欢钀ユ敹澧為暱浜?7%锛屼娇寰楄閮ㄩ棬鎴愪负Sun涓氬姟鎴愰暱鏈?负杩呴?鐨勯儴闂紝浣嗘槸鍜屽叕鍙告暣浣撶浉姣旓紝杞欢浠嶇劧涓嶈兘鎵挎媴璧蜂富瑕佽鑹层?鍦ㄥ叕鍙?009璐㈠勾绗竴璐㈠褰撲腑锛孲un鐨勬?钀ユ敹涓?9浜跨編鍏冿紝鍏朵腑1.24浜跨編鍏冩槸鏉ヨ嚜杞欢锛岃?12.6浜跨編鍏冩槸鏉ヨ嚜纭欢锛屽摢鎬曞悗鑰呭凡缁忎笅婊戜簡15%銆?br />

銆??鍗庡皵琛楀凡缁忓悜璇ュ叕鍙告柦鍔犱簡涓嶅皬鐨勫帇鍔涳紝浠栦滑鏄剧劧鏄笇鏈汼un鑳藉澶у箙搴﹂檷浣庢垚鏈紝鑰屼笖鎶曡祫鑰呯殑鑰愬績涔熶笉鍐嶅儚浠ュ墠閭d箞濂戒簡銆傝嚜浠庢柦鐡﹁尐鎺ユ帉Sun浠ユ潵锛岃懀浜嬩細宸茬粡浜庡幓骞村崄涓?湀鎵瑰噯浜嗗洓鍚堜竴鐨勫悎鑲¤鍒掋?鍦ㄥ悎鑲′箣鍓嶏紝Sun鐨勮偂浠锋槸5.14缇庡厓锛屽悎鑲′箣鍚庣殑鍗虫椂浠锋牸鏄?0.51缇庡厓銆傚懆涓夛紝Sun鐨勮偂浠锋敹浜?.89缇庡厓锛岃穼骞呰秴杩?0%銆?br />
銆??涓婁釜鏈堬紝Sun鍐嶅害瀹e竷浜嗚鍛?000鑷?000浜虹殑澶ц妯¤鍒掞紝浣嗘槸涓?簺鎶曡祫鑰呭嵈璁や负杩欐牱鐨勫箙搴﹁繕涓嶅銆傝鍏徃杩樹负鍏?005骞存枼璧?1浜跨編鍏冪殑StorageTek鐨勪氦鏄撴敮鍑轰簡鎹熷鎬у紑鏀紝杩欏氨璇存槑锛岃鍏徃宸茬粡涓嶅啀鍊糞un鏇剧粡涓哄叾浠樺嚭鐨勯偅涓环閽变簡銆?br />
銆??閲戞?缁撻亾锛屸?鏂界摝鑼ㄨ繕鑳藉湪鑷繁鐨勮亴浣嶄笂鍧氭寔澶氫箙锛孲un鐨勭嫭绔嬪瓨鍦ㄨ繕鑳戒繚鎸佸涔咃紝杩欎竴鍒囬兘鎰堟潵鎰堝?寰楁?鐤戜簡锛岃?涓旇繖涓や欢浜嬫湰璐ㄤ笂寰堝彲鑳芥槸涓?欢浜嬨?鈥?br />


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