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所有人都把中国当作一个市场来谈论。而我把它看作是重要的市场,但可能更重要的是把它当作竞争对手。中国的竞争力之强可以用我犯过一个战略性的错误来说明。我们认为在中国开展照明设备业务对我们很有利——这是个技术含量高、资本密集型的行业,而你只要与四家跨国公司展开竞争——于是我们收购了一系列当地企业。结果怎样?中国每个城市的市长都决定建一家照明设备生产厂。现在中国有2000
Everyone talks about China as a market. And I see it as an important market, but perhaps more importantly consider it a competitor. China’s competitiveness can be explained by a strategic mistake I made. We think it is good for us to start the lighting business in China - a high technology and capital intensive industry where you only have to compete with four multinationals - so we’ve bought a bunch of local businesses. What happened? The mayor of each city in China decided to build a lighting plant. There are now 2,000 in China