受价格战和重组影响,，思科利润再度下滑

由于进行重大重组，思科最近一个财季的利润同比下降了36.3%。该公司及整个行业均面临困难局面，这家网络巨头预测下个季度的营业收入增长1-4%，利润将进一步下降。 思科上个季度的营业收入比上年同期增长3.3%至112亿美元，但利润下降至12亿美元。在截止于7月30日的财年，思科营业收入为432亿美元，比2010财年增长7.9%，但利润下降16.4%至65亿美元。 思科预测下一个季度利润可能持平至最多下滑20%。Juniper Networks和阿尔卡特-朗讯等同业也预测下个季度业绩下降。 思科曾是华尔街的宠儿，但连续三四个季度令人失望的业绩，使其受到重挫。该公司的财报使其越来越像PC巨头：出货量巨大，但利润微薄。 思科迅速采取断然行动，7月份宣布将在未来一年削减10亿美元成本，包括6500人将被裁撤或者提前退休。它在年初曾经暗示缩减业务，抛弃Flip视频业务。一般认为，思科过快地进入非核心消费市场是其面临困境的主要原因。 “虽然我不希望我们这样做，但思科显然到了做出根本改变的时候，”首席执行官John Chambers在报告业绩与展望的电话会议上表示。 Chambers表示，形势充满挑战，主要是因为政府销售下降和通信市场竞争激烈。他暗示，在与欧洲阿尔卡特-朗讯和中国华为等主要对手进行价格战的情况下，削减成本将使思科能够扩大市场份额。 Chambers表示，上个季度“我们在其母国市场挑战一些最强硬的竞争对手，可以想像，为了赢得那些生意，需要打一些折扣。” 本文下一页：思科重组工程部门 本文授权编译自EE Times，版权所有，谢绝转载

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{pagination} 思科重组工程部门 Chambers承诺，思科将做出困难决定，以在未来一年赢得市场份额。他说：“我们明年将成为目标专注、行动敏捷和队伍精干的公司。” 它必须这样。在其核心市场，思科的交换与路由营业收入上个季度分别下降了4%和2%，尽管订单增加了。 每个路由器端口的平均价格下滑。公共领域的销售下降，全球而言减少了4%，在美国下降7%，在美国联邦部门锐减18%。Chambers表示，由于全球经济形势脆弱，“我们预计未来几个季度将在该领域继续面临挑战。” 思科没有打盹，继续实施重组。Chambers表示：“这是持续进行的过程，不是持续几个季度，而是要持续几年。” 思科把工程领导团队从七人缩减到了两人。多个交换、路由和光学网络工程部门现已合并为一个部门。同样，四个软件部门现在也合而为一。此外，原来在消费机顶盒与商用视频部门分别单独设立的视频业务，也正在合归一处，由一人领导，具体人选尚未确定。 “这种新的工程架构具有积极意义，将降低销售与服务的复杂性，从而节省解决服务问题的时间，”思科最近任命的首席运营官Gary Moore表示。他负责重组工作。 重组将影响23000名员工。裁员涉及17%的副总裁级或更高级别的经理。此外，下个季度将解雇大约1200名合同工。 Moore表示，思科已完成对其产品组合的战略评估。他说，公司目前没有任何计划退出的、对公司业绩有重大影响的领域。 编译：Luffy Liu 本文授权编译自EE Times，版权所有，谢绝转载 参考英文原文：Cisco profits sag amid price war, reorg，by Rick Merritt

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• Mosaid起诉思科侵权，要求美国封杀其产品tqUesmc

{pagination} Cisco profits sag amid price war, reorg， Rick Merritt Profits sunk 36.3 percent in Cisco Systems' latest quarter as the company grinds through a major reorganization. The networking giant projected revenue growth of one to four percent and further profit declines for the next three months amid conditions that look challenging both for the company and the overall tech sector. Sales rose 3.3 percent in Cisco's last quarter to $11.2 billion compared to the same period last year, but profits slid to $1.2 billion. For its fiscal year ending July 30, Cisco reported revenues of $43.2 billion, up 7.9 percent from its 2010 year, but profits sagged 16.4 percent to $6.5 billion. Looking ahead, Cisco projected profits could be flat to down as much as 20 percent in the next quarter. Competitors such as Juniper Networks and Alcatel-Lucent also guided toward lower results in the next quarter. Once a Wall Street darling, Cisco has been getting hammered after three or four disappointing quarters in a row. Increasingly the company's financials make it look similar to the giant PC companies living on high volumes and razor-thin margins. Taking quick and deep actions, Cisco announced in July it will cut $1 billion from its costs over the next year including 6,500 in layoffs or early retirements. It had signaled a retrenchment, jettisoning the high profile Flip video business earlier this year. Much of its troubles have been blamed on jumping too quickly into non-core consumer markets. "While I wish we didn't have to go through this, it clearly is a time for fundamental change at Cisco," said chief executive John Chambers in a conference call reporting the results and outlook. Chambers said overall tough times primarily are due to declining government sales and a hyper-competitive communications market. He suggested that Cisco's cost cuts will position it to gain market share in a climate of price wars with top rivals including Alca-Lu in Europe and Huawei in China. In the last quarter "we took on some of our toughest competitors right in their own countries and as you can expect that takes a little discounting to win those deals," Chambers said. Cisco reorgs engineering Chamber pledged the company will make hard decisions to gain market share in the coming year. "We will be a very focused, agile and lean company next year," he said. It will need to be. In its core markets, Cisco saw its revenues in switching and routing decline four and two percent respectively in the last quarter, despite rising orders. The average price per port of switches declined. So did sales to the public sector, slipping four percent globally, seven percent in the U.S. and a whopping 18 percent in federal U.S. business. Given the shaky global economy, "we expect continued challenges in this sector for the next several quarters," Chambers said. Far from asleep at the wheel, the company's reorg continues. "This is an ongoing process, not lasting several quarters but several years," said Chambers in a pledge of vigilance. Cisco cut its engineering leadership to two executives, down from seven. Multiple switching, routing and optical network engineering groups have now been combined in to one unit. Similarly, four software groups have now been united into one. In addition, separate video groups in consumer set-top boxes and business video are getting merged into one under a leader yet to be named. "The positive impact of this new engineering structure will reduce complexity for sales and services and save time resolving service issues," said Gary Moore, Cisco's newly named chief operating officer who is leading the reorg. A total of 23,000 people are being affected in some way by the reorg. The cuts included 17 percent of managers at the vice president level or above. In addition, about 1,200 contractors will be discharged in the next quarter. Moore said Cisco has completed a strategic review of its product portfolio. It currently does not have any areas material to its corporate results it plans to exit, he said.