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To: JP Sullivan who wrote (69821)10/8/2007 11:07:56 AM
From: Lizzie Tudor  Read Replies (1) | Respond to of 213183
 
well most companies that try to penetrate china and india these days, end up producing some low priced entry and cannibalize their high end business. Or they attempt to move into china and india by moving large operations there, and the same thing happens (quality suffers etc)- Dell. So this china and india promise needs to be considered carefully which it wasn't a few years ago. MacKenzie has really done a disservice to a lot of tech companies with this theme.

In 2004 when *every* company was moving ops to India, Apple was the one company procuring real estate in Silicon Valley for a large campus. Intel was opening design centers all over the world where the execs had no clue what the engineers were even working on.