大家对第二波裁员潮的看法

CoolMax

第二波裁员潮来势汹汹.

尽管Cisco否认裁员2000的传言，但是事实是Cisco对于裁员的定义在玩弄文字游戏。是不称其为裁员的裁员。

大家来谈谈对股市的短期影响。

benmao

the direct impact is the housing, if house forclosure keep going up, banks will suffer and the resession will more like japan in starting from earlier 1991,

dara

第二波裁员潮来势汹汹.

尽管Cisco否认裁员2000的传言，但是事实是Cisco对于裁员的定义在玩弄文字游戏。是不称其为裁员的裁员。

大家来谈谈对股市的短期影响。
CoolMax 发表于 2009-7-13 16:32

From what I saw:
1. home price is bottoming
2. no big cuts from big tech/finance/ companies, I did not hear any new 裁员 recently .  I do believe 裁员 peak is past.

vcvc

酷吗提醒的很及时啊！历史上一般第二波裁员完了，股市就到底了，但这次08pump了这么久，所以对股市的意味很难说。俺脚得，对大部分公司的业绩是短期利好，但从另外一方面来说，对手上没钱烧的公司是利空，对手上钱多的是利好。一般来说烧钱的公司从衰退初期开始手上的资金能撑到2年的不多。撑不过的就倒闭，撑过的就会利用机会买撑不过的。从07年底开始到现在快两年了，大家的钱也烧的差不多了。。。

ppteam

din个！

marketstudent

Cisco's layoff is inevitable. I keep wondering why it takes so long for Steve to make this decision.

CoolMax

Cisco's layoff is inevitable. I keep wondering why it takes so long for Steve to make this decision.
marketstudent 发表于 2009-7-13 04:47 PM

You mean Chambers？

I thought it was well planned back few month ago.

marketstudent

I mean John, my mistake. Are you with Cisco?

CoolMax

I mean John, my mistake. Are you with Cisco?
marketstudent 发表于 2009-7-13 04:54 PM

No, I worked there before.

否则我也不能提。当然这个也不能算是Insider News.

hithere

很多公司采取的是隐性裁员策略，不是一次性走人，而是多次，小批，悄悄走人。这次金融危机对实体经济损害是巨大的，很多公司一直是硬撑着不大批裁人，但裁员只是时间问题。第二轮浪潮很快就会到来，尤其是夏季过后，秋冬季节假日来临。

裁员可以说是这次危机的死结，很不容易闯过去。高失业率会长时间存在。因为人口不断增长，大学生不断毕业，工作岗位不断减少，外移。巨大的缺口除非再来一次泡沫而不能填平。而泡沫谈何容易吹起，不再那么容易糊弄了。

marketstudent

IT job market in bayarea is not as bad as in 2002. Most folks could find jobs quite quickly.

mary666

thx

dara

IT job market in bayarea is not as bad as in 2002. Most folks could find jobs quite quickly.
marketstudent 发表于 2009-7-13 17:03

much better, actually.

But the problem is this time it hurts every company, in 2002, most cut from tech.

In 2002, you did not see CircuitCity/meverlyn closed door.

yaobooyao

9# CoolMax

I worked for Cisco too.

I think Chambers is always with very sharp economy sense, if he is not positive with the future, that might be the case.

If a company with huge piles of cash continues with trimming the headcount, that is no good indicator to the high tech.

天真的冷酷

游客，本帖隐藏的内容需要积分高于 2000 才可浏览，您当前积分为 0

第二波裁员潮来势汹汹.

尽管Cisco否认裁员2000的传言，但是事实是Cisco对于裁员的定义在玩弄文字游戏。是不称其为裁员的裁员。

大家来谈谈对股市的短期影响。
CoolMax 发表于 2009-7-13 12:32

yuelm2008

14# yaobooyao

thx

lite1067

is this the first or second round in Cisco?

banks are obviously leading the market in this cycle. many banks, if not all, are hiring crazily since April. According to a recruiter friend, the sort like GS is in crazy hiring spree as in 2007. sure, it got rid of a lot of people (including famous TC?) in 4th Qtr of 2008...

4qw

9# CoolMax

a lots of new grads in my firm are so excited about the down turn of america. Hmmm......

dara

9# CoolMax

a lots of new grads in my firm are so excited about the down turn of america. Hmmm......
4qw 发表于 2009-7-14 10:19

why? why? low stock option strike price?

小亥

I cannot agree with any of them.
1. Do you know banks have huge housing inventory? They are just playing the waiting game. They even refused to take the foreclosure properties for the moment because of tax issues.
2. Big cuts is always announced when the company is pressured by the analyst. 2Q is still ok. 3Q could be really bad. so staring from 4Q, there will be the second wave of firing people. Then starting from the next year, the company is lean. We are then could talk about recovery.

From what I saw:
1. home price is bottoming
2. no big cuts from big tech/finance/ companies, I did not hear any new 裁员 recently .  I do believe 裁员 peak is past.
dara 发表于 2009-7-13 16:36