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Strategies & Market Trends : The New Economy and its Winners
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To: techanalyst1 who wrote (16428)3/13/2003 12:34:59 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
I don't think the US tech model can make it without options, UNLESS the jettison the large R&D orgs to a low cost provider preferably india. I looked into this extensively last year, and this is what I came up with. In the end its ok because US based R&D isn't competitive unless they drop pay by 2/3 or so.

There is one large US based company who has already outsourced R&D- Oracle. So I think they could be a decent investment but the other large companies are too US centric especially Cisco, Cisco needs to merge imo.
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