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????據《華爾街日報》（The Wall Street Journal）報道，近期在Facebook公司總部召開的一次由銀行家和分析師出席的會議上，馬克?扎克伯格并沒有露面。報道稱，他“更愿意把時間花在開發服務上，”并且他“無意親力親為地推銷”公司即將舉行的首次公開募股。 ????很顯然，這位老兄對于自己的公司即將上市這件事還沒有做好充分的準備，而只有他準備就緒了，才能避免員工發生內部動蕩。而我也無法苛責他，因為擔任一家上市公司的首席執行官就得處理千頭萬緒、形形色色的事務，導致無心專注于推動公司的長期增長。這些事務中就包括與眾多分析師和對沖基金經理沒完沒了的會晤和商討。 ????因此我想，扎克伯格也許根本就不想參加這類活動，甚至不想參加季度收益電話會議。這類會議并未要求公司的首席執行官必須出席，甚至不見得一定要舉行這類會議。比如，斯蒂夫?喬布斯只是偶爾參加一下蘋果公司（Apple）的季度收益電話會議，有時候甚至隔好幾年才會參加一次。 ????如此不加掩飾地表現出對分析師們的嫌惡之情卻仍能全身而退，相信大多數首席執行官做不到這一點，但Facebook卻（和蘋果一樣）有足夠的資本特立獨行。盡管它支付的費用只到目前市場行情的一半，但在其S-1募股表上，全美幾乎所有的投資銀行都悉數亮相。此外，扎克伯格還有一位格外精明強干的代理人——謝麗爾?桑德伯格。 ????我也許對扎克伯格昨天缺席會議有點過分解讀了。但如果他根本不理會什么財務工作日程表，而是完全根據自己的意愿決定在哪一天公開發言，大家同樣不必太驚訝。 ????譯者：清遠 |
????Mark Zuckerberg recently skipped a meeting of bankers and analysts at Facebook HQ, according to The Wall Street Journal. The report said that he "preferred to focus his time on developing the service," and that he "doesn't expect to play a hands-on role selling" the company's upcoming IPO. ????Clearly this is a guy who still hasn't warmed up to the idea of his company going public, and is only doing so to prevent employee mutiny. And I can't blame him, since being CEO of a public company usually involves all sorts of things that distract from fostering long-term growth -- including endless conversations with analysts and hedge fund managers. ????So I wonder if Zuckerberg simply won't partake of such activities, perhaps not even participating in quarterly earnings calls. There's no requirement that a company CEO be on the line, nor even to hold such calls in the first place. Steve Jobs, for example, was only an occasional presence on Apple's (AAPL) quarterly earnings calls, sometimes going years between appearances. ????Most CEOs can't get away with such blatant antipathy toward analysts, but Facebook has enough cache to be an exception (just like Apple). After all, this is the same company that has gotten virtually every investment bank in America on its S-1, despite paying just half the going fee rate. Plus, Zuckerberg has an extremely-capable surrogate in Sheryl Sandberg. ????Again, I may be reading way too much into yesterday's absence. But don't be surprised if Zuckerberg talks in public on his own schedule, rather than based on any fiscal calendar. |
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