诺基亚大厦将倾,恐将步爱立信后尘(1)

Nokias deal to sell its mobile phone business to Microsoft is not the first time a break-up of the Finnish group had been discussed. 诺基亚达成共识向Microsoft供应我们的手机业务，并非这家芬兰企业初次讨论分拆。 In 1991, Ericsson, the Swedish telecoms equipment maker, proposed a takeover of Nokia, exploiting its rivals weakness after the suicide of its chief executive. However, the deal collapsed as Ericsson wanted to split up Nokia and not buy the consumer electronics arm. 1991年，瑞典电信设施制造商爱立信曾向诺基亚发出回收要约，试图借助后者在首席实行官自杀后陷入的脆弱。但这项买卖最后未能达成，由于爱立信期望将诺基亚分拆，并且不愿回收消费电子部门。 A decade later, it was ruing its decision as the Finnish group became the worlds biggest maker of mobile phones while Ericsson struggled in the consumer market. 十年后，爱立信对自己当年的决定深感后悔，由于诺基亚那时已成为全球规模最大的手机生产厂家，而爱立信则在买家市场苦苦挣扎。 Now the roles are reversed. Nokia this week has plumped to follow in its Swedish rivals footsteps by jettisoning its consumer devices and focusing instead on telecoms equipment after a big strategic debate. 目前双方的处境第三发生了逆转。诺基亚在历程了一场重大策略辩论之后，上周决定跟随爱立信的脚步，抛弃我们的买家商品部门，转而专注于电信设施。 The move breathes new life into the fiercest rivalry in European technology. The two companies have continually looked across the Gulf of Bothnia – the waters dividing Sweden and Finland – to check what the other was doing. 此举再度激活了欧洲科技行业对抗最激烈的一对角逐关系。这两家公司一直隔着瑞典和芬兰之间的波的尼亚湾相互注视，看他们在做些什么。 “We always kept a close eye on Ericsson and what they were up to. Of course, we moved a long way ahead of them in mobiles and I guess they followed us closely,” says a former Nokia executive. 诺基亚一名前高管表示：“大家一直在密切关注爱立信的动向，与他们的业务规划。当然，大家在手机范围远远领先于爱立信，我猜他们在紧跟大家的节奏。” Ericsson has reaped the dividends of turning its back on the consumer sector with its shares up by a quarter in the past five years; even after Tuesdays 34 per cent jump, Nokias shares are still down 71 per cent over the same period. 爱立信舍弃买家商品市场的决定已经收到了效果，该公司股价在过去五年里上涨了25%；而即便在周二疯涨34%将来，诺基亚在同期内的股价跌幅仍然达到了71%。 The Swedish company got out of mobile phones in 2011 when it sold its stake in the Sony Ericsson joint venture back to the Japanese group. Analysts say that it has become a more boring but reliable company. 爱立信于2011年退出了手机市场，当时该公司将它在合资企业索尼-爱立信所持股权供应给了索尼。剖析师指出，此举使爱立信成为了一家沉闷但靠谱的企业。 That is something that Nokia would like to emulate. “Its true they have had a more exciting past,” says Risto Siilasmaa, Nokias chairman and acting chief executive. 而这正是诺基亚期望效仿的方案。诺基亚董事长兼临时首席实行官里斯托斯拉斯玛表示：“爱立信的进步经历确实愈加激动人心。” He adds that the board has yet to discuss in detail the prospects for the new Nokia. “We honestly havent travelled down that strategic path yet. So much attention has gone to devices and services and its future,” he says. 斯拉斯玛补充称，董事会尚未仔细讨论过新诺基亚的进步前景。他表示：“老实说，大家还未讨论过那方面的策略进步方向。迄今很多精力都集中于设施和服务业务及其将来。” NSN, Nokias telecoms equipment business, has gone through its own brutal journey. It has shed 17,000 workers in a deep restructuring in the past few years and is now Nokias only profitable business as well as its biggest by sales. 诺基亚的电信设施业务——诺基亚西门子通信（简称NSN）已完成了艰难的调整过程。该部门在过去几年的深度重组中，裁减了17000名职员，目前是诺基亚唯一盈利、且销售额最高的部门。