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<section> <article> <h1>華為與思科技術(shù)差距明顯縮?。何磥砘虼媪觿?/h1> <div id="zvpbdf9" class="subhead" style="padding-bottom:15px;padding-right:50px;font-size:16px;color:#252525;font-style:normal;text-align:center;">—— 錢伯斯有著濃重的“中國情結(jié)”</div> <div id="vfx3j35" class="authorTimeSource"> <span>作者：</span> <span>時間：2012-04-13</span> <span>來源：第一財經(jīng)日報</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:130px;margin-right:0px; text-align:right;"> <div id="frbdzzp" class="nav0"> <ul> <li><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />加入技術(shù)交流群</a> <ul> <li style="text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_1.jpg" width="130"><br />掃碼加入<br />和技術(shù)大咖面對面交流<br />海量資料庫查詢</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="pj73trb" 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style="font-size:14px;"><p>　　在所有的公司中，哪一家讓你最擔(dān)心?日前，當(dāng)《華爾街日報》記者向思科CEO錢伯斯提出這個問題的時候，錢伯斯毫不遲疑地回答：這個問題很簡單，25年以前我就知道，我們最強(qiáng)勁的競爭對手將會來自中國，現(xiàn)在來說，那就是<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/華為"><em>華為</em></a>。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/131293.htm">http://www.ex-cimer.com/article/131293.htm</a> <p>　　這并不是錢伯斯第一次在這樣的公開場合評價<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/華為"><em>華為</em></a>。思科的敵人是誰?如果按照不同的產(chǎn)品線劃分，思科的敵人還真不少，但真正對思科產(chǎn)生威脅，并讓錢伯斯真正放在眼里的，并沒有幾家。</p> <p>　　2011年的思科分析師大會上，錢伯斯曾逐個點(diǎn)評各個競爭對手。過去16年中，Juniper一直是思科如影隨形的對手之一，近兩年來，步步緊逼讓思科有點(diǎn)喘不過氣來，不過在錢伯斯眼中，Juniper是最易受攻擊的。</p> <p>　　自從思科在2008年推出服務(wù)器之后，原來的重要合作伙伴——惠普(微博)，也從同一陣營決裂，隨著惠普收購H3C，雙方的關(guān)系已經(jīng)勢同水火。而且相對于IBM(微博)，惠普與思科在戰(zhàn)略和市場上更為接近，因此，錢伯斯說，思科的戰(zhàn)略是要在全球范圍內(nèi)擊潰惠普。</p> <p>　　不過，同樣作為競爭對手的<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/華為"><em>華為</em></a>，似乎比前兩大勁敵得到了錢伯斯更高的贊譽(yù)，華為被他稱為最強(qiáng)勁的對手，他表示，思科將在本土及全球市場與華為全面開戰(zhàn)。</p> <p>　　錢伯斯的這個說法多少令人有些驚訝。如果將華為列為最大競爭對手的是愛立信，那么一切看起來都順理成章，可是，最視華為為“眼中釘”的卻是思科。</p> <p>　　眾所周知的是，錢伯斯有著濃重的“中國情結(jié)”，年輕時在王安電腦任職的8年時間，讓他對華人王安充滿了敬仰，也影響到他未來的價值判斷，他曾說，如果不是一個美國人，他最愿意做一個中國人。</p> <p>　　也正因?yàn)槿绱?，錢伯斯對中國企業(yè)的潛力和可能產(chǎn)生的威脅有著清醒而深刻的認(rèn)識。十年前，在華為對思科的威脅剛露出苗頭的時候，思科就果斷拿起知識產(chǎn)權(quán)的武器，將華為擋在美國市場之外。</p> <p>　　之后，華為采取與3Com公司合資的方式運(yùn)作數(shù)據(jù)及企業(yè)業(yè)務(wù)，之后，華為3Com被3Com收購，2010年，又被惠普收入麾下。</p> <p>　　今天的華為即使拿其全年320億美元的收入規(guī)模與思科2011財年432億美元的收入規(guī)模相比，雙方仍不在同一個數(shù)量級，但是讓錢伯斯擔(dān)憂的是，情況正在發(fā)生變化：從2011年開始，華為重新組建了企業(yè)業(yè)務(wù)BG，再次瞄準(zhǔn)了思科口中的“蛋糕”。</p> <p>　　根據(jù)華為企業(yè)業(yè)務(wù)公布的數(shù)據(jù)，2011年實(shí)現(xiàn)合同銷售收入38億美元，與思科相比，仍然不足其十分之一，按照華為企業(yè)業(yè)務(wù)的戰(zhàn)略，到2015年，其銷售收入要達(dá)到150億美元。實(shí)際上，即便如此，3年之后的華為企業(yè)業(yè)務(wù)仍不足今天思科規(guī)模的一半。</p> <p>　　但是，如果考慮到這些市場都將切自思科的蛋糕，那么，錢伯斯的緊張就不難理解了。難怪對于錢伯斯的這個說法，華為顯得淡定且頗有底氣，“華為，和強(qiáng)手過招多年，這樣的講話對我們不算‘抬舉’。”華為企業(yè)業(yè)務(wù)Marketing總裁何達(dá)炳表示。</p> <p>　　問題是，華為究竟會對思科產(chǎn)生多大的威脅?思科與華為的差距究竟還有多少?</p> <p>　　這個問題如果問華為人或者問思科人或許都并不公允，一位從思科到華為工作的技術(shù)高管認(rèn)為，就現(xiàn)有產(chǎn)品和技術(shù)而言，兩者的差別確實(shí)已經(jīng)不那么明顯，但他認(rèn)為，如果是看未來十年甚至更長遠(yuǎn)的技術(shù)儲備和產(chǎn)品演進(jìn)，華為仍有劣勢。</p> <p>　　實(shí)際上，就市場而言，雙方目前還只是小有摩擦，應(yīng)該算不上正面競爭。思科的第一大市場是美國，而華為在美國的門外躊躇多年而不得入，現(xiàn)在來說，仍然只是剛剛起步。華為企業(yè)業(yè)務(wù)目前40%的收入來自中國市場，而根據(jù)思科2010年的數(shù)據(jù)，中國市場收入占比僅為3%～4%。從絕對收入金額來看，兩者勢均力敵。</p> <p>　　華為去年年末內(nèi)部晚會上，員工制作的視頻還把思科作為調(diào)侃對象，正如五六年前，思科在其渠道商大會上用為華為等競爭對手立碑的方式調(diào)侃一樣。</p> <p>　　不過，現(xiàn)實(shí)的市場競爭遠(yuǎn)比口舌之戰(zhàn)來得更為慘烈。如果說過去20年華為上演的是戰(zhàn)諾西、戰(zhàn)愛立信的戲碼，那么，10年后的今天，好戲即將開場，華為再戰(zhàn)思科即將上演</p></span>  <div class="5xhj9vl" id="coverDiv" class="article_reg" style="width:100%;overflow:hidden;display:none;z-index:10;position:absolute;left:0;background:#fff;"> <center> <img 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