SD R, when you say two letter company in telecom, TI was the one that first pop into my head. I’m pretty sure BCOM would have no problem pick up those 200-300 engineers. They were aggressively poaching from QCOM. I hear people from QCOM getting 20+% raise if the jump to BCOM.
Are the other companies like GOOG, YHOO, etc even have a big presence here? I don’t see much of them driving around. All I see is QCOM, Sony, Nokia, MOT, etc. Personally, MOT might be the one we should be watching next. They just announced another 2500 layoff, on top of the 2 layoffs they had last year. With them spinning off the wireless division, what would be a big uncertainty. There’s at least 200+ in the wireless division here in SD.
The other question I keep on pondering about is, what will happen to QCOM when VZW goes to LTE for their next generation. The no long have the strangle hold they do now with CDMA.
