傳統(tǒng)模式卷土重來

????硅谷銀行家弗蘭克?夸特隆表示，企業(yè)科技正在走向復古。在80年代末，企業(yè)IT被專業(yè)公司所壟斷——例如微軟長于軟件，思科長于網(wǎng)絡設備。但近年來，許多專業(yè)公司都失去了市場價值，或是增長陷于停滯，行業(yè)也正在重返垂直整合的模式。“自從2007年以來，甲骨文（Oracle）和IBM是唯一兩家市值還在增長的老牌公司。這毫不奇怪。”夸特隆說道：“這是由于這兩家公司都采取了這種垂直整合戰(zhàn)略。老式的微機模式又回來了。”那么業(yè)務較為單一的公司如何才能擴展他們的業(yè)務？最近寶開公司（PopCap）以13.5億美元的價格被電子藝界（Electronic Arts）收購，美國國家半導體公司（National Semiconductor）以65億美元的價格被德州儀器（Texas Instruments）收購，背后都離不開夸特隆的Qatalyst Partners咨詢公司的幫助。所以如果你有這方面的疑問，夸特隆的公司一定可以幫到你。

????——斯特凡妮?梅赫塔

Old School

????Silicon Valley banker Frank Quattrone says enterprise technology is going retro. In the late 1980s specialists -- Microsoft in software, Cisco in networking equipment -- dominated business computing. But in recent years many of those specialty companies have lost market value or stalled, and the industry is going back to a vertically integrated model. "There's no surprise why Oracle and IBM are the only two of the legacy companies on this list that have added market cap since 2007," he says. "It's because they both have embraced and put forth this vertical strategy. The old mini-computer mainframe model is coming back." So how can narrowly focused companies broaden their portfolio? Surely Quattrone, whose boutique advisory firm, Qatalyst Partners, has recently helped sell PopCap to Electronic Arts for $1.35 billion and National Semiconductor to Texas Instruments for $6.5 billion, would be happy to help.

????--S.M.