摘要
回溯联想并购IBM PC的这四年，一些疑问手或许恰恰是联想今天面临困境的根源所在.
To Lenovo's 23,000 employees, January 8th was a chilly day. Lenovo Group (HK. 0992) released a public announcement that it will report a material loss for the final quarter of 2008, and it will lay off 11% of its workforce, including the company's top management, in the face of sagging demand and the world recession. Shares in the company, which were suspended on 7th, plunged by 26% in Hong Kong following the announcement. Lenovo Chairman Yang Yuanqing said in September 2007 that the integration of the IBM PC business had been a success. But the optimism did not last long. According to market research firm iSuppli, the shipping volume of the three largest PC makers, Hewlett Packard, Dell and Acer, recorded year-on-year growths of 13.5%, 10.7% and 78.8% respectively in the third quarter of 2008. But the figure of Lenovo, the world's fourth largest PC manufacturer, only increased by 7.3%, lagging behind the industry average. By acquiring IBM's PC business, Lenovo has grown from a small company, with annual business revenue of merely RMB20 billion (US$2.9 billion), into a PC giant that devours more than US$16 billion a year. It leapt into the Fortune 500 club in 2008. However, this does not mean Lenovo has filled all requirements for a world-class business. On the contrary, it has been losing outstanding capabilities and characters. Nor does it have a good sense of rhythm in global operation. Having been hit hard by the global turmoil, Lenovo now has to toil along the road ahead.
