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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
困难时期促使这家网络设备制造商在策略上主动做出了调整。如今的思科把更多的精力投入到了基础核心业务,同时顺应股东的愿望,加大了派息力度。市场对思科的主动求变反应积极。

思科恢复招聘了吗?

    尽管我们目前正在实施各种精简计划,但我们也进行了投资。因为每次调整公司的业务结构,就会需要不同的人才,需要进入不同地区的市场,我们在部分新兴市场的业务增长较快,所以我们一直在全球其他地区招聘人才。我们目前的招聘主要集中在印度、中国、俄罗斯和巴西。

思科目前股价被低估了吗?

    当然,几年前我们经历了严重的衰退,经历了给我们的业务造成影响的其他一些事件。另一方面,我认为,我们已完成的策略调整目前正开始显现效果。我们现在精力集中。因此,我认为,有鉴于此,再加上我们近期的财务业绩,还有我们开始派发股息,我认为这是一个很好的例子,证明只要在业绩执行方面表现良好,而且在股东回报方面与投资者的愿望取得一致时,就可以开始促使股价提升了。在过去的一年里,思科的股价表现出现了明显的好转。

你已被任命为思科首席执行官钱伯斯10名潜在接班人之一,你想象过自己执掌这家公司吗?

    我热爱自己的工作,我觉得自己很幸运,能够成为思科的一员。我已经在思科工作了八年多的时间,这是一段非常有益的经历。过去一年半的时间一直充满了许多挑战,但这也很有意义,因为我们可以采取积极的行动,发挥自己的作用。我可以继续做目前的这份工作。钱伯斯谈论过让公司人才轮岗工作的事情。因此,我也可以考虑从事其他工作。让我们拭目以待吧。

    译者: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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