[quote=rockingtime]If they want to contain cost, they’d need to reduce their headcount in SD and increase # in low cost places like India/China
They can still keep their chip biz running with few k less engineers in sd.
A simple engineer in SD is no less/more than an engineer in China/India although a lot of folks here may argue against it[/quote]You area aware that they’are building a bunch of new buildings in Sorrento Valley, right? I don’t expect them to abandon those buildings. They also also have a few more in planning stages (they already acquired the land). So, I don’t foresee them drastically reducing head count indefinitely.
There’s no point in arguing about quality of engineers. Fact is, engineers from India/China and getting more and more expensive every year. That’s not even talking about additional over head cost associated with shipping projects over there. There are things that engineers in India and China do well and there are things that you need local engineers to do. Engineers are not as easily replaceable as you make it out to be. QCOM might be the big dog now, but I see Illumina expanding like crazy. Not to mention all the banks that are setting up shops in UTC. Then there are many other biotech companies in Sorrento Valley.
