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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.80-0.5%Dec 29 3:59 PM EST
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To: RetiredNow who wrote (64898)10/4/2003 7:55:46 AM
From: Lizzie Tudor  Read Replies (1) of 77400
 
you don't understand what I am trying to say.

There is a huge difference between shifting maintenance, paper-shuffling activities offshore, vs. shifting core development, startup company engineering for optical networking or internet meeting technologies and other technologies you are trying to INVENT.

Think about it- you are a CEO of a startup company developing some advanced technology proposed by darpa or some other US research facility. You send your R&D offshore. Do you now own it? I don't think so.

It sounds to me like people here need to read up on the IBM vs. intel/msft PC battles in the 80s. What you are proposing, is that the US turn into IBM. Guess what happens, these offshore R&D facilities figure out they don't need IBM at some point and run away with the market.

I suspect this is beginning with software, which is why those companies are poor investments now. They will not come back, they gave their market away. Same with this magic capex recovery cycle we have all been waiting for for 3 years for PCs and software. That won't happen either, the market is gone for good. Chip companies will benefit from a global recovery but that isn't the same as that capex cycle we used to have.
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