In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode over the sector. Although Cisco has succeeded in moving attention away from its lack of top-line growth to improved margins, we believe that investors are hardly attracted to a cost-cutting story. -Ariane Mahler

 

In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode over the sector. Although Cisco has succeeded in moving attention away from its lack of top-line growth to improved margins, we believe that investors are hardly attracted to a cost-cutting story.


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This quote is just one of 7 total Ariane Mahler quotes in our collection. Ariane Mahler is known for saying 'In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode over the sector. Although Cisco has succeeded in moving attention away from its lack of top-line growth to improved margins, we believe that investors are hardly attracted to a cost-cutting story.' as well as some of the following quotes.

It can be a growth story, but if you're experiencing a recession, it's still going to be the best performer.

Ariane Mahler

We continue to believe that there will be no end-of-year 'catch-up' scenario in spending, given enterprise focus on cost savings. The latest earnings conference calls by the contract manufacturers and server makers confirm this view.

Ariane Mahler

We expect the restructuring plan to provide ongoing cost savings and enable Lucent to break-even in fiscal Q1 2002.

Ariane Mahler

In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode over the sector. Although Cisco has succeeded in moving attention away from its lack of top-line growth to improved margins, we believe that investors are hardly attracted to a cost-cutting story.

Ariane Mahler

Cisco front-loaded several quarters of costs into one quarter in order to make its gross margins look better.

Ariane Mahler