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思科新政:放慢步子,提高股息

思科新政:放慢步子,提高股息

Michal Lev-Ram 2012-10-23
困難時(shí)期促使這家網(wǎng)絡(luò)設(shè)備制造商在策略上主動(dòng)做出了調(diào)整。如今的思科把更多的精力投入到了基礎(chǔ)核心業(yè)務(wù),同時(shí)順應(yīng)股東的愿望,加大了派息力度。市場(chǎng)對(duì)思科的主動(dòng)求變反應(yīng)積極。

思科恢復(fù)招聘了嗎?

????盡管我們目前正在實(shí)施各種精簡(jiǎn)計(jì)劃,但我們也進(jìn)行了投資。因?yàn)槊看握{(diào)整公司的業(yè)務(wù)結(jié)構(gòu),就會(huì)需要不同的人才,需要進(jìn)入不同地區(qū)的市場(chǎng),我們?cè)诓糠中屡d市場(chǎng)的業(yè)務(wù)增長(zhǎng)較快,所以我們一直在全球其他地區(qū)招聘人才。我們目前的招聘主要集中在印度、中國(guó)、俄羅斯和巴西。

思科目前股價(jià)被低估了嗎?

????當(dāng)然,幾年前我們經(jīng)歷了嚴(yán)重的衰退,經(jīng)歷了給我們的業(yè)務(wù)造成影響的其他一些事件。另一方面,我認(rèn)為,我們已完成的策略調(diào)整目前正開(kāi)始顯現(xiàn)效果。我們現(xiàn)在精力集中。因此,我認(rèn)為,有鑒于此,再加上我們近期的財(cái)務(wù)業(yè)績(jī),還有我們開(kāi)始派發(fā)股息,我認(rèn)為這是一個(gè)很好的例子,證明只要在業(yè)績(jī)執(zhí)行方面表現(xiàn)良好,而且在股東回報(bào)方面與投資者的愿望取得一致時(shí),就可以開(kāi)始促使股價(jià)提升了。在過(guò)去的一年里,思科的股價(jià)表現(xiàn)出現(xiàn)了明顯的好轉(zhuǎn)。

你已被任命為思科首席執(zhí)行官錢(qián)伯斯10名潛在接班人之一,你想象過(guò)自己執(zhí)掌這家公司嗎?

????我熱愛(ài)自己的工作,我覺(jué)得自己很幸運(yùn),能夠成為思科的一員。我已經(jīng)在思科工作了八年多的時(shí)間,這是一段非常有益的經(jīng)歷。過(guò)去一年半的時(shí)間一直充滿(mǎn)了許多挑戰(zhàn),但這也很有意義,因?yàn)槲覀兛梢圆扇》e極的行動(dòng),發(fā)揮自己的作用。我可以繼續(xù)做目前的這份工作。錢(qián)伯斯談?wù)撨^(guò)讓公司人才輪崗工作的事情。因此,我也可以考慮從事其他工作。讓我們拭目以待吧。

????譯者:iDo98

Are you hiring again?

????Despite all of the downsizing that we were doing, we've also invested. Because whenever you have shifts in your portfolio you have different skills needs and you have geographic needs—we have higher growth in some of the emerging markets and so we've been hiring in other places around the world. We have a large concentration in India, China, Russia and Brazil.

Is Cisco's stock undervalued?

????Of course we had the great recession several years back and other events that have affected our business. On the other side I think the realignment that we've done is starting to show. We're focused now. So I think with that and our recent financial performance and our capital allocation, it's a good example of when you have the execution on the performance and the connection with investors around shareholder return then you start bringing improvement on stock price. And the stock price has performed much better in the past year.

You've been named as one of about 10 potential successors to CEO Chambers. Can you see yourself running this company?

????I love what I do. I think I'm very fortunate to be part of Cisco. I've been here for over eight years, and it's been a very rewarding experience. The last year and a half have been challenging but also rewarding because we can get in there and really make a difference. I can continue to do this. John talks about moving talent around. I can look at something else. We'll just see how things go.

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