Title: ??? wilsonchang76@gmail.com
1???????
- ??? wilsonchang76_at_gmail.com
- 2008?5?8?
2- ??? 886-4-2247-69780932-541-462
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- ?????????EMBA 04??
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- ????Cisco ???????
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4??????????
- 1. ???????????
- ??3/18 FOMC???????2.25
- ???????2.5 ??????
- 2. ????????????
- ????????????????1000?
- 3. ??????
- ????????????
- ??????8650???
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5??????????
6????? ????
- 1.??????????,??????????????,??????????,??????
- 2. ????????TeliaSonera??????????????KPN,KPN??????
???????????(Vivendi)??Neuf Cegetel,??Freenet????D
ebitel - 3. ????(1).????????????????????????????,(2).?????
?,?????????????????????,???????????,???????????? - 4.??????????,?????2007??110???
- ????Hutchison Es-sar????
-
7?????
- 1. 1980??????,???????????????
- ???,??????????(1985??????)
- 2. Sony??????????????????????
- ??????????? (???,????)
- 3. ???2008/2/1?????????31????????
- ,??446???????,????????55,??
- ?????,???????????????(????
- ?????) (?5?2????496???,???????)
- 4. ???92?????????????? (?????NB
- ?????????????NB???????????)
8???????
- 1.????????????????
- 2.????????????
- (a).???????????????????????
- (b).?????????????????
- (c).??????,??12???????
- (d).?????????????,?????????
- ???????????????????,???
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- 3.?????????1,000????,????????
- ?, Why? (???????)????????????
- ???????????????????
- (???????????????,??????)
9??CEO?????????
- 1. HP?? 05?3?????Carly Fiorina??
- ???,???????????????
- ??????,?????????(????)
- 2. ?????????,?????????
- ???????,?????,??????
- ?????? Forrester?????,???
- ????????????(???????)?
10????????????
- 1.???????????Over-banking????????????????????????
?????????. - 2.????????(OBU)?????????
- ?, 2007????57.7
- 3.????????????????????????????????????
,????????? - 4.??????????????????????????,????????????????????
??,???????(????)
11????????????
- 1.? ?????????????1992?????16?
- ?????,??????? (Over-banking??)
- 2.?????14?????2002??????????,
- ??????????????????????????
- ????????????????????????
- ?????????????????????M??
- ? (Why ?????????????)
- 3.??????????????100???? (2007E)
- 4.?????????????????????????
- ???????????????????????
12- 5.?????????????????,?????
- ?????2007????????100???(??30) ,
- ??????1,000???,?????200????,?
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- 6.?????????????300?,??????
- ??????40?,????????????60?
- 7.???????????????????,???
- ???????????,????????????
- ???,????,??????????,2004?2005
- ?????????????,????34?,??
- ????????59?
13- 8.??????????????????????
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- 9.???????????,????????,??
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- 10.????????
- (1).????????????????,??????
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14????????????
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15??????????
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??? ??? RTC??445 40 2008.5.24
??????? ??????? ??????? ??????? ??????? ???????
16????????????
2004 2005 2006 2007
???? ??????? 2.67 2.9 4.51 4.92
???? ????????? 0.46 0.23 -0.02 0.11
???? ??????? 9.33 12.01 26.04 18.15
???? ???????? 2.4 2.09 0.57 1.91
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17??
- ??????????????????? 50,???????????,????
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?????????????,???????????,?????????????
18???????
- 1.??????????????????????????
- ??????????,???????????,??????????????????
- 2.???????????????????????????????????????????????
????????????????,????????,???????????,????????????
??(?????????????) - 3.????????????? (?????)
- ??????IBM?PC??(12.5???)???????PC????Gateway
PC?Packard Bell?????ADI????IC???????,????????????
???
19?????
- 1.?????????????????,??????????,???????????????????
????????,??????????????????? - (1).?????????
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- 2. ??,?????????????????
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20???????????
- 1.??????????
- ??????????????,?????????????????,???????????????
??? - 2. ?????????? (Synergy and Complement)
- ???????????????????????
- ??????
- 3. ????????????
- ???????????????????????????????????????
- 4. ???????????????
- ???????????????,????????,??????????????????Pont
ex B/L?
21???????????????
- 1. ?????????????
- ????????????????,??????
- ????,???????,??????????
- ???,?????,??????,??????
- (?????????????????)?(?????)
- 2. ??????????????,??????(??)
- 3. ????????? (LED NB)
- ???????????????????????
- ?????? ??????
- 4. ???????The World is Flat??????
22?GE??????
- 1.Jack Welch??????20??,??????
- ?4,000??????????????????
- ???????,?????????????
- 2.?????????????,??????
- ????100??????,??Amer-sham?
- ??,?????????????????
- ,????????????????????
- ???????,???????????
- ??? ? Penrose ???????(p34, 35)
23?????????????
- 1.?????????????????????????????????
- 2.???????????????????,??????,???????????
- 3.???(bundle)??????????????????????,????????Turn-K
ey? - 4.?????????,?????????,?????????????????(??????
- 5.??????,?????????,?????????????????????????
24?????????????
- ???????????Penrose?????????(RBV),?????????????????
???????????? - (1). Ansoff????????? vs.????????????????????
(????) - (2). Peter Drucker?????????????????????????????,?
????????????????????? - (3). Chandler????????????????,?????????????
25E. Penrose?????????(1959)
- 1. ??????????????????
- 2. ??????????Edith Penrose ?Argument
- ??????????,????????????
- ??,????????????????
- (a).???Heterogeneous?Unique..
- (b).??????????????????????
- (c).????????????,?????????
- ???????????? (??)
- (d).???????????????????????
- ????????????????????,??????????? (???????)
26Ansoff ???????(1965)
- ?????????,???????????????
- (1).????????????????
- (2).???????
- (3).??????
- (4).??????? (continue)
- ??????????
27????????
- 1.??????????,???????
- ???????????,????
- ??????????????????(?
- ??????????????),????
- ??????????????(???????)
- 2.????????????????,??
- ????????,??????????
- ???????????????????
- ???????????????????
- 3.???????????????????
- ?????.
28P. Drucker ???????
- 1.????????????????????????
- 2.????????????????????,??
- ????????????????????
- 3.????????????????????????
- 4.?????????????????????,?
- ???????????
- 5.???????????????????????
- ???????????????????????
- 6.????????????????,??????????????????????????,????
?????????????????????
29A. Chandler??????????
- 1.?????????????????????,?????????????????????????
- 2. Chandlers Hierarchy???????,??????????????,???
?????????????????? - 3.??????????????(??)???
- ????,?????????????,?
- ???????????????
30???????????
- 1.??????????,????????????,
- ?????????,???????KSF
- 2.??????????
- (a). Greiner?????????(1972)
- ??????????(invention)???(innovation)
- ????????,??????????????
- ????????????,????????
- (b). Ichak Adizes????????? (???????)
- ????????,?????????????,?
- ??????,??????????????
- (???????????)
31?????????
- ?????????,??????????????????????????(Schoenberger,
1994),??????????,????????????????????????????????
???? ? - ?????????????,???????????????????????,????????????
????????????? - (a).Coase?????????(1937) ,i.e??????
- 1. ???????????????????????????(??)???????
(??)?????????
32 - 2. ????????????????,????????????,?????????????????
??????????????????????????(?????) - 3.??????????????(????????????)?????
(????????????)??????(???????????????)?????? - 4. ????????????(exogenous),??????,??????
??????????????,???????,????????????,??????????????
??? (????) ,????????????,???????????????
33- 6.T/C???????????
- 1. ??????????????????????????????????(Oliver
Williamson)??????,?????????????????????????????,?1
991? Coase ?????????????? - 2. Prof. Knight ?????????????????,?
21?????????????,????????????????????????,????????
???????????????????????
34???????????
- Chandler(1990)??Scale and Scope????????
- ????????????
- 1.???????????????
- 2.????,????????,??????
- 3.?????????,????????
- 4.?????????,????????
- 5.????????????????,??
- ????????,??????
35????????(1)
- ???????????????,????
- ????Chandler?Redlich?????????
- ??
- (1)??????????????????
- (2)???????????????
- (3)????????????
- (4)????????????
- Ansoff (1965)?????????????
- ?????????????????
36????????(2)
- ??????????????,??????????????,???????????????,????
?????????,?????????? - ????,?????????,???????,???????,????????????????,??
??????????,????????????????(??????) - ??????????????????????????,???????????????
37Penrose???????????
- 1.?????????????????????
- ??,?????????????????,
- ?????????????????????
- 2.?????????????(Inherited)???
- ?,???????????????????
- ???????-?????,????????
- ??,??????(unique)??????
38- 3. ????????????????????
- ?????????????,???????
- ?,??????????????
- 4.??????????,?????????????????????,?????????,?????
????????????? - ??????????,?????
- ??????????????????????????,??????????????
39?????
- 1.???????,??????
- ??????????????,?????????,???????????????????????
??????????????,?????????,???????????????,?????????
?????? - 2.???????????,????Gateway,????????????????????????
,??????Gateway?????,??????????????? - ????????????????????????????
40?????
- 1.?????(Strategic Assets)???????,?
- ???????????????????,??
- ?????????????????
- 2.?1990??Boddington Group???????,???
- ???????????,?????????????
- ???????,???????????,?????
- ?????????????,???????,???
- ???????????????????,?????
- ??,??????????,???????????
- ????????????,??????????(c/c)
- ????????,??????????
-
41???????
- 1.??????????,??????????
- 2.????????,???????????
- ??????????? ?????,????
- 3.????????????????????
- ????????? ???Swatch?
- 4.????????????????????
- ???????????? ???????
- 5.????????????????????
- ??????????????? c/c(c/c)
- 6.???????,?????????? Emerging or mature?
??????????????????
42?????????????
- ????????????????,???????
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- ?????????
- 1.?????????????????????
- 2.??????????????????
- 3.??????????????
- 4.???????????????????????
- 5.??????
- ??????,??????????????(??),???????????(??)????????,
??????????????,?????????,?????????????
43??????????
- 1.?????????
- 2.?????????????
- 3.?????????????
- ?????????????,???????
- ??????????,?????????
- (???? Integration manager,?????
- ??tissue,??????,???????
- ?,??????????)????????
44 ???? HBR, 1997
- ??????????????????????,???????????
- 1. ???????????????? (????)
- 2. ????????????????????
- 3. ?????????????
- 4. ???????????,???????????
- 5. ???????????????????,???
- ???????,???????
- ??????????,???????,????????????
45?????????
- ??????????,?????,????????????????
- (1).??????Accor????????????
- (2).??????????????,???????
- (3).???Bert Claeys???????(????????????)??,????????
???????,???????????,??????????????????,????????? - ?Bert Claeys?????????????????????,????????????????
,????????????????
46???????
- 1. ?????????????
- 2. ??????????????
- 3. ??????????????????
- lt?? Casella Wines ?Yellow Tail??????????Swatch??TS
MC ? - ???PCgt
- ???????????????
47 ???PC
- ??????PC?????????,??
- ???????????????,???
- ?????????,?????????
- (?????)?
- ??PC???????????,????
- ?????????,????PC????
- ?????,???????????,?
- ?????????????,?????
- ?????????????????
48??????????????
- ????? ?????? ????????
- ???? ??????? ????????
-
?????? - ????? ??????,??? ??????,
- ?????????
???????, -
????? - ?? ???????
???????,? - ????
????????, -
??????? -
????
49- ????? ????????? ????????
- ??????
????,?????? -
??????,???? - ??????? ???? ???????,???
-
???,??????? -
?????????, -
?????
50???????
- ?????????????????????
- ????????????
- (1).???????????????????
- ??????????? (???????)
- (2).???????????????????
- (3).???????????????????
- (4).??????????????????
- ????????,?????
- ?? Casella Wines ?Yellow Tail????PC
51???????????
- 1.??????,????????,????14?????,???38???,?61?????
- ????????????????????????????????????????????,?????
??????,???????????????????????,???????????????????
???,??????????????????????,?????????????????????,?
?????????
52 ???????
- 1.?? ?,??????,???????,2007
- 2.??? ?,????,HBR ,????,2000
- 3.??????,???,????,2008
- 4.???,????,????,2008
- 5. Edith T. Penrose,?The theory of the growth of
the FirmThird Edition?,USA,1995 - 6. Zook James Allen,?Profit from the
CoreGrowth Strategy in the Era of
Turbulence?,Bain Company Edition,USA,2001
53???????????
54 55 56 57 58 59 60 61 62 63 64 ???????
- 1.?? ?,??????,???????,2007
- 2.??? ?,????,HBR ,????,2000
- 3.??????,???,????,2008
- 4.???,????,????,2008
- 5. Edith T. Penrose,?The theory of the growth of
the FirmThird Edition?,USA,1995 - 6. Zook James Allen,?Profit from the
CoreGrowth Strategy in the Era of
Turbulence?,Bain Company Edition,USA,2001