Rebirth 76: Industrial Internet Empire

"Haha, Dr. Andy, it seems that you have really misunderstood. Zhiyuan Group is not a rival competing for control with Sequoia Capital, but a strategic partner. Sequoia Capital is a venture capital company, and they also have no intention of competing. Seize control of Cisco!" Yang Mo explained patiently.

"But as far as I know, Zhiyuan Investment has successively acquired the shares from William Iger and Sandile Na. You have actually become Cisco's largest shareholder. Why do you want to acquire my shares?" Andy Bertolsheim asked in confusion.

"The stability of the ownership structure is very important for a company, especially Cisco. It has already experienced differences in business philosophy between the management and the co-founders. If the company's largest shareholder and the second largest shareholder compete for control again, the distance will Cisco's fall is not far away..." Yang Mo said in a deep voice.

"Zhiyuan Group has been a legend since its establishment! It has rarely failed in the capital market. Since Zhiyuan Group is now the majority shareholder of Cisco, and both Sun Microsystems and Cisco have been listed one after another, as a co-founder, I am not short of money. Why sell Cisco's shares?" Andy Bettlesheim said thoughtfully.

"Dr. Andy, there is a Chinese proverb that what is lost is harvested in the east. You will definitely shine in a track that is more suitable for you. Andy Venture Capital, which is tailor-made for you, is always waiting for you to join us. Start it!" Yang Mo said with a smile.

"Compared to Cisco, Sun Microsystems is in urgent need of capital injection. I wonder if Mr. Yang is interested?" Andy Bertolsheim said suddenly after pondering for a moment.

"Dr. Andy, are you ready to sell your equity in Sun Microsystems? If I remember correctly, you are the first founder of Sun Microsystems!" Yang Mo asked with interest.

Before coming to meet Andy Bettlesheim, Yang Mo learned about Andy Bettlesheim's resume and personality in detail through multiple channels, and even inquired about his hobbies.

Not only because of knowing oneself and the enemy in business acquisition negotiations, but also because Yang Mo himself showed a strong interest in Andy Bertolsheim.

Yang Mo couldn't figure out how Andy Bertolsheim became the co-founder of Cisco and Sun Microsystems at the same time. These two epoch-making Internet giants eventually reached the top of Nasdaq. Stark.

Andy Bettlesheim said with a wry smile: "Now Sequoia Capital and McNealy are the first and second largest shareholders of Sun. The 14% equity I hold is only the third largest shareholder of Sun. After Sun is listed, I Basically no longer participate in Sun’s technology development and decision-making..."

"As far as I know, Sequoia Capital does not seem to have sent senior executives to Sun. McNealy serves as CEO, and the technical director is also served by Bill Joy from your founding team. What? There are also differences in the business philosophy of your entrepreneurial team?" Yang Mo There was a hint of joy in my heart. In the past two years, Qian Ning had tried to contact McNealy many times, but no progress had been made. Instead, he bought a lot of sunw stocks in the secondary market.

"McNeely is committed to the sales of workstations and servers. I have to admit that Mr. McNeely is a born CEO. The best-selling of servers and workstations has allowed our operating income to grow at a rate of more than 30% every year. However, I think Sun should not Focus on minicomputer hardware sales. Sun's opponent is not Dec. If Sun wants to become a great company, it needs to try to beat Microsoft and Intel in software and IBM in hardware..." Andy Bertolshai Mu said with some frustration.

Yang Mo extended his thumbs up and praised: "Dr. Andy, I look forward to working with you more deeply now than ever before. I will help you fulfill many of your dreams that ordinary people seem to be unable to accomplish..."

"Mr. Yang, you may also think that defeating Microsoft and IBM is a fantasy, but I don't think so! We launched the sparcv8 architecture in April last year, and then it only took a month for sunos4.1.1 to be released. We are capable of In terms of systems and processors, Bill is not an invincible myth who competes head-on with Microsoft and IBM!" Andy Bertolsheim argued forcefully.

"Dr. Andy, have you and Mr. McNeely had a frank exchange of your respective ideas?" Yang Mo asked.

Andy Bettlesheim shrugged and said: "We have reached a consensus to focus our business on promoting our more technically superior Sunos system and v8 architecture. It's just that McNeely and the management saw Oracle's poor financial performance. Reports, I have lost confidence in the future of the software industry!”

"What does it have to do with Oracle?" Yang Mo asked in surprise.

Andy Bettlesheim said with a wry smile: "Oracle is a professional enterprise-level software service provider, with a market value of US$20 billion in the past two years! However, since last year, it has suffered losses of more than US$1.38 million due to over-expansion. In the past year, the market value has plummeted by 80%..."

"Do you think Oracle's rapid expansion idea is right?" Yang Mo asked with interest.

Andy Bertolsheim nodded and said: Of course!Oracle's over-expansion only prepaid the company's sales costs. As long as it survives, it will be out of trouble in less than two years..."

"Dr. Andy, what do you think the future Internet world will be like? How can we gain a greater advantage and voice in the competition?" Yang Mo continued to ask as if he was asking for advice humbly.

"Since the day Sun was founded, we have put forward the concept that "the computer is the Internet", and the operating system and processor are the lifeblood of the computer. Sun established workstations, bypassed Microsoft systems, and developed our own operating systems and servers. Sun has been doing one thing: to manage all future devices through the network and connect them to Sun's operating system and servers..." Andy Bertolsheim's eyes were eager and confident.

Yang Mo listened with great interest to Andy Bettlesheim's analysis of what the future Internet would look like, as if he had forgotten why he had made an appointment with him. This somewhat stubborn and impulsive number one code farmer in Silicon Valley had completely piqued Yang Mo's interest. .

His ideas that sound a bit deviant have actually been verified in the future competition between Internet giants. Microsoft and IBM are not invincible, especially Sunos, which has an extremely bright future!

"Dr. Andy, I have an idea! You can monetize the equity of Cisco and Sun, and join hands with Zhiyuan Investment to acquire the troubled Oracle software company..." Yang Mo said suddenly after pondering for a long time.