¿PÉRDIDAS ESTRATÉGICAS?
Author | Stinson, Douglass |
Position | Operaciones de IBM en Am |
Es mejor que el negocio de las PC sea muy estratégico, porque TBM nada en números rojos.
La division de PC de IBM planea ampliar las operaciones de manufactura en México y Brasil, aunque los analistas incluso se cuestionan si la empresa estadounidense debe dedicarse a fabricar computadoras. Hasta el presidente ejecutivo, Lou Gerstner, busca nuevas vías de acceso al mercado de las PC.
Miguel de Lascurain, vicepresidente de la división de PC de IBM para América Latina, dice que la empresa quiere fabricar más productos en la región, comenzando con computadoras portátiles y más servidores en Brasil. La planta de Guadalajara, México, produce la mayor parte de las portátiles Thinkpad de IBM, incluso las destinadas a Estados Unidos. En Brasil, la firma fabrica líneas de servidores para los países del Mercosur. Ambas plantas están en plan de expansión. Dice De Lascurain: "No se puede ser un proveedor de soluciones completas sin mantenerse en el mercado de PC y servidores. No es un negocio de gran ganancia, pero es estratégico".
Es mejor que el negocio de las PC a la larga resulte muy estratégico, porque IBM tiene muchas cuentas en rojo. A nivel mundial, sus operaciones de fabricación de PC (portátiles, de escritorio y servidores de red) informaron pérdidas de US$1.000 millones en 1998 y US$89 millones en el primer trimestre de 1999. En América Latina, los ingresos por ventas de PC se mantuvieron estancados en 1998 e IBM quedó en un lejano segundo lugar en la región después de Compaq. De Lascurain...
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