Chapter 1223 Alerting the Enemy (4k)
Since Woodford, CEO of Olympus, took office this year, he has been fighting with the company, trying to take full power into his hands and start Western scientific management.
Such examples have been successful cases in large Japanese companies in recent years.
For example, Nissan's Ghosn and Sony's Stringer.
One is known as the "Nissan savior" and the other is known as the "master of Sony's revival". The former has an unprecedented reputation, and the latter... is still okay now.
Therefore, the giant Olympus hired Woodford as CEO, which is regarded as another attempt of internal reform by Japanese companies.
It's just that Olympus has serious internal problems and the board structure is stubborn. Woodford, who was originally the head of Europe, has no way to start. He can only use the intimidation of external forces to try to reorganize the board.
Now according to the information, Woodford's appeal is for the chairman and other executives to resign collectively.
But...
Whether it is Kong Yu's observation or Fang Zhuo's experience, the company's board of directors is impossible to give in like this.
Let Olympus smash the cup as a signal. As long as it fires the first shot to get back to the original source, this side will quickly follow up and provide more ammunition.
Fang Zhuo and Kong Yu discussed for two days in Silicon Valley, and each added some ideas.
Kong Yu had a suspected target, and wanted to borrow data and clues from official agencies in the United States, which required friendly collusion and efforts.
Fang Zhuo corrected some of the strength of the approach.
According to the gasoline man's idea, when the time comes, he will build a position in advance, and then concentrate on blasting, which will not only bring real benefits, but also take the opportunity to let the funds fish in troubled waters.
Fang Zhuo has no objection to the target, but he thinks that there are some problems with this concentrated blasting.
Although it is necessary to continue to investigate, the actual counterfeiting companies currently under control are no more than ten. It is shocking to release them all together, but the influence may not be long-lasting.
Just like the use of funds, it is always to use the funds in hand to pry more funds from other places, so as to allocate the maximum funds.
"We certainly cannot show our faces. We can expose the information anonymously and directly announce on WikiLeaks that we have obtained internal investigation documents of the United States, involving the financial and product fraud of Japanese companies. We have a large number of them, and then release one every few days."
"Then ask the media to pay attention to this matter. The leakage of documents and fraud itself is easy to attract attention, and the countdown style is also easy to spread."
"First, release a few real ones with evidence, and then release those you suspect but cannot get evidence. Finally, mix the real and fake ones to see if you can scare the target of your suspicion and see if you can use more numbers to destroy the market's trust in Japanese listed companies."
Financial and product fraud, judging from the few companies we have currently, will be quite serious accusations. For example, once Olympus's affairs are thoroughly confirmed, I am afraid that the stock price will be cut in half, which is the lower limit, and that is a collapse of billions of dollars.
If this situation can be wrapped up together, it must be an artificial shock for Japanese companies.
Kong Yu, who is obsessed with investigation and research, was immediately understood by his boss's thinking. He should have thought of "fraud leverage" long ago, so as to create more votes of no confidence.
Mr. Fang has great accomplishments in this area.
At the end of the interview in Silicon Valley, Kong Yu asked a question: "Mr. Fang, should Sony be put in the front or the back?"
With financial fraud and a huge loss of $7 billion, Sony as an appetizer would probably cause a sensation immediately. If it is put in the back... it seems to be quite sensational.
"Put it in the back." Fang Zhuo gave the answer without much thought.
Kong Yu asked about the key to the decision: "Why?"
"I have a good relationship with the old jazz, and the happier he can be, the better." Fang Zhuo replied.
Kong Yu almost exclaimed.
Mr. Fang... There is tenderness under the iron face.
He finished this round of reports and quietly flew to Washington again. He had to finalize everything that could be finalized as soon as possible, because he didn't know the specific time of the cup-breaking on the Olympus side.
Fang Zhuo was in Silicon Valley. On the one hand, he examined Yike's R&D center, and on the other hand, he actively participated in public activities in Silicon Valley. It was inevitable to talk about the evaluation of the CEOs who were popular during this period.
As more and more news about Ballmer's resignation came out, the stock price also responded positively.
Some stockholders called out to Mr. Fang on Twitter: "Mr. Fang, please help us push the stock price up, don't let Ballmer suddenly stop leaving."
Fang Zhuo naturally heard this voice, but he could only pretend not to see it.
What can I say? Why should I interfere in the matter of a company with a market value of 300 billion US dollars?
He even reflected on a question: Will such an effect affect Nokia's situation? Nokia was originally acquired by Microsoft, and now it is in a stage of deep integration. Will it end up not acquiring it?
If it doesn't acquire it, can Nokia be dismantled so that Yike can also pick up patents?
Fang Zhuo didn't get an answer and could only continue to observe this matter.
However, Ballmer's purchase of the team progressed quickly. In less than a week, news came out that a consortium was now in contact with the Philadelphia "76ers" team.
According to this situation, Ballmer is indeed determined to leave Microsoft, which is "out of touch with the mobile world", and inject new leadership into it.
When Fang Zhuo attends offline business events in Silicon Valley, he is still asked about his views on Ballmer and Microsoft. After all, it is a well-known brand.
And, some people asked why the CEO selection for the first decade of the 21st century was nine good and nine bad.
"Look, there are Lehman, Motorola, and Kodak, which have been giants for decades but have fallen in a few years, and there are companies like Yike and Apple that seized the opportunity to rise rapidly."
"No matter how big your company is now, maybe you will have a place in the worst CEO of the next decade. No matter how small or even the company is just starting out, maybe you will have a place in the best CEO of the next decade."
"Those two positions are reserved for the next decade."
Fang Zhuo explained the purpose of his chicken soup, and it really received warm applause.
How to say it?
He now feels that his words are becoming more and more likely to become celebrity quotes, and deep meaning can be discovered in the ordinary.
Another Silicon Valley event with media participation. In addition to recent events, reporters once again raised the issue of semiconductors.
Since Fang Zhuo came to the United States this time, he has had to face such a situation. On the one hand, Yike's products and performance have been praised, and on the other hand, Bingxin has also caused more controversy.
If Fang Zhuo hadn't come, I believe that SIA's previous report would still be published. The trend of criticism was getting bigger and bigger. After he came, he at least gave a positive response and diverted some attention.
"Semiconductor manufacturing is only a link in the industrial chain. Compared with manufacturing, Yike's energy in this field is on design."
"We will discuss whether our ZR series chips will all be installed on its mobile phones next year."
Fang Zhuo is now talking about Yike and Bingxin, and naturally he separates the two and looks at them separately. There is no Yike system, just Yike and Bingxin.
How can a wafer manufacturing that doesn't make much money compare to the movements of a world-renowned company.
If the Zhurong chip is iterated again next year, it will be ZR03, which is the third generation.
Yike has now opened up two product lines. Mars, needless to say, has been the light of Android since its birth, and Selfy, which focuses on imaging, is more inclined to be thin and fashionable. From the performance this year, it has also stabilized the market.
So, is it necessary to continue to purchase Qualcomm next year?
Should the Iron Triangle camp kick Qualcomm out?
The news that Fang Zhuo threw out really covered up the media's questions.
The wafer manufacturing in the distant East is really not as good as Yike's current actions.
With Fang Zhuo's statement, Qualcomm's stock price fell.
In today's high-end mobile phone chip market, only the shipments of the three major companies can be compared together, and Qualcomm occupies one and a half of them. Although Yike's news is predictable, it really comes out... Qualcomm's space is undoubtedly further compressed.
More importantly, what will Yike do next?
Will the mobile phone chip also be released externally?
Fang Zhuo did not answer the subsequent questions in this scene.
When he faced relevant issues in the semiconductor field again, this matter was used as a shield in a roundabout way.
"The potential of the smartphone market is far from being realized. I think everyone always thinks that we are in conflict with each other. In fact, we are working together to make this cake bigger."
"As a long-term partner, I appreciate Qualcomm's work in the field of IC design. Yike's current work is just to provide consumers with better products, and there is no idea of accepting chip orders."
This is also a relatively clear statement.
Yike will no longer purchase Qualcomm chips and will use its own chips, but will not release ZR to other mobile phone companies.
This reason is more euphemistic and quickly got the correct interpretation.
The global smartphone market growth is far from reaching its peak. Yike's exclusive ZR chip competitiveness will bring far greater profits than selling chips. Now is of course the time to make big money and release small money, just like Apple will not release A chips.
Yike is competing with mobile phone brands such as Apple and Samsung, not Qualcomm, although it has indeed weakened its share in the high-end chip market.
As time entered September, Fang Zhuo slowed down his public activities a little and noticed that the remarks made by Olympus executives and CEO Woodford were increasingly over the line, and the contradictions were more acute.
This trend...
According to his experience in struggle, one side will definitely take real action against the other side, either Woodford will convene a shareholders' meeting to purge the board of directors and some senior executives, or the board of directors will directly resolve to remove the CEO from the position.
No matter which side takes action first, the other side will inevitably launch an indignant counterattack.
Fang Zhuo put himself in the perspective of both sides and felt that there was still a lot of room for maneuver.
On September 2, when the Gasoline Man team added another Japanese company name "Akebono Brake", he received a call from Bill Gates.
"Hey, Mr. Fang, look at what you have done." Gates asked as soon as he came up.
"Are you talking about the matter of Microsoft's stock price rising?" Fang Zhuo asked back.
Gates smiled and said, "That's just a small matter. You drove my comrade out of the company."
Fang Zhuo first met Gates when he was with Stringer. At that time, Microsoft and Sony discussed the Blu-ray standard, and Stringer had a conversation with Gates in the house in Sun Valley.
His memories were fleeting, and he said, "I was a little confused. I just said what I saw. I didn't expect that everyone seemed to have the same idea as me. This is indeed a bit cruel to Ballmer, but I definitely respect your Microsoft and his own decision."
Gates laughed dumbly: "I heard what you said, and I feel that you are the director of Microsoft, like a shareholder of Microsoft."
"I can be one too." Fang Zhuo said, "Besides, I really bought Microsoft stocks, so it can be regarded as my opinion on the company as a small shareholder."
In addition to the high-risk and high-return route, MIGA funds also bought some funds to buy stocks of several well-known US companies, including Microsoft.
"You don't need to be a director. I think Sony's situation doesn't seem to be very good since it invited you to become a director. We are going to change our CEO at Microsoft, so there is no need to cause trouble for the board of directors." Gates clearly rejected Mr. Fang's joke.
"Then why did you call me? You didn't invite me to be a director, and you didn't talk about any company cooperation. Are you here to express your anger?" Fang Zhuo asked with a smile.
Gates said seriously: "It's just to vent your grievances. Our news should be announced soon."
Fang Zhuo understood that Microsoft was going to officially announce the replacement of its CEO.
He was a little surprised: "So fast? You picked a new CEO so quickly?"
"It's all thanks to Mr. Fang." Gates said, "It's also a kind of mixed gratitude."
"Gates, I hope you can express your gratitude to me publicly, no matter how mixed your feelings are." Fang Zhuo immediately replied, "Let my vision be evaluated fairly!"
The fact is that Microsoft has become more and more rigid under Ballmer's leadership in the past. Even the majority of shareholders and institutions in the secondary market have realized this, and Gates should be more aware of it.
"You have already had many evaluations, and this one is not bad." Gates said, "But you can come and visit us when you have time."
He extended an invitation.
Fang Zhuo also readily accepted it. No matter what, the new CEO should thank such a friend.
After the phone call ended, it didn't take long before the news that had been circulating since the salon landed. Microsoft CEO Ballmer announced his resignation and Vice President Nadella would take over the position.
The new CEO accepted media interviews at the first time and expressed his attitude and confidence in reform.
"The company's technological breakthroughs have been hampered by organizational defects. Different departments are independent and it is difficult to integrate their advantages. We need to carry out a top-down reform."
"We need to put aside the past and strive for new evaluations in the next decade."
A reporter asked Microsoft's new CEO: "Will you attend Mr. Fang's business salon? How do you think he will evaluate you now?"
Nadella made a joke: "We discussed whether to invite Mr. Fang to be the CEO at the meeting, but considering the rapid development of Yike, I defeated him in the end. I don't mind discussing the development of Microsoft or Yike with Mr. Fang at the right time."
He thought for a while and said uncertainly: "Mr. Fang should not be too critical of a new CEO like me."