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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (65666)	7/1/2004 12:48:39 PM
From: Elroy	Read Replies (2) \| Respond to of 77400

I wasn't talking about manufacturing in this case, I was talking about chip design No you weren't. You were talking about manufacturing to support your thesis that HPQ and Cisco offshore too many jobs relative to their worldwide sales. Elroy, simple % sales vs. % employees calculations don't work, because HP, CIsco etc. use contract manufacturers in asia - most of the people employed in building these products for US companies are actually in Asia and not employees of HP or Cisco at all. Regardless, even with chip design, CSCO still has >50% of sales overseas, but I doubt they have > than 50% of chip designers overseas. I don't see what your beef is. At the end of the day if a chip designer in Tiajuana can do the same job as a chip designer one hour North in San Diego, CSCO ought to employ the Tijuana-based dude. Elroy

To: Lizzie Tudor who wrote (65666)	7/1/2004 4:07:06 PM
From: RetiredNow	Respond to of 77400

What's your anecdotal evidence for that? Cisco's major R&D is done in Silicon Valley. The specially designed chips for it's new big router were designed by IBM right here in the good old U.S. of A. As long as we keep the DESIGN here, who cares about where we put the boxes together. If China wants to take a U.S. company's motherboards and various router parts and put them together in Shanghai cheaper than we can do it here, then more power to them. Americans lose nothing, but gain in terms of increased corporate profits and margins, which allows those U.S. companies to higher more design engineers to keep the good ideas flowing. Now if you can show me where we are taking a U.S. design engineering lead and putting them in China over a team of Chinese nationals to design a complex, strategically important system, then that would scare me. Do you have an example of that?