Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-19 Thread Timothy Sipples
Mohammad Khan writes:
>Even that's not so clear cut anymore. Indian company Hindustan Aeronautics

>Limited(HAL) has been supplying parts to Boeing for some time.

Yes, indeed. Boeing sources parts from around the world, including India.
Japan is a major supplier of aircraft parts and subassemblies to Boeing,
for example. (And Boeing thoroughly dominates the Japanese airliner
market.)

However, again, the growth figure I cited was in net U.S. dollar terms, not
Indian Rupees. HAL's aircraft parts get counted as exports from India to
the U.S. (imports to the U.S.), and then Boeing's whole assembled airplane
gets counted as a much bigger export from the U.S. to India. The 25+ growth
(2006 v. 2005) measures exports. I can safely assume that U.S. labor
productivity did not grow at 25 percent, even including extra overtime, so
by definition that export growth created jobs in the United States.

There's no question there are both "winners" and "losers" (from the U.S.
employment perspective) in U.S.-India bilateral trade, and there's also no
question that changes in trade flows are disruptive. But there are many,
many winners, and that's my point. I leave it to others to compare,
contrast, and quantify the winners v. losers, but hopefully not in
IBM-MAIN.

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Timothy Sipples
IBM Consulting Enterprise Software Architect
Specializing in Software Architectures Related to System z
Based in Tokyo, Serving IBM Japan and IBM Asia-Pacific
E-Mail: [EMAIL PROTECTED]
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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-19 Thread Mohammad Khan
Even that's not so clear cut anymore. Indian company Hindustan Aeronautics 
Limited(HAL) has been supplying parts to Boeing for some time.


On Wed, 19 Dec 2007 16:29:50 +0900, Timothy Sipples 
<[EMAIL PROTECTED]> wrote:

>
>I really wonder what readers from India would think about what you're
>saying and whether they would have different views.  I suspect they would.
>Same with Boeing workers busy filling orders for Indian airlines.
>

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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-18 Thread Timothy Sipples
Edward Jaffe writes:
>Econ-101. Increased U.S. exports in the wake of declining dollar is
>expected and should be no surprise to anyone. And, with the exception of
>Poughkeepsie-made mainframes, the exports you listed are not IBM's
product.

The year 2007 hasn't ended yet, so it's only possible to compare 2006
versus 2005 (and prior) for whole year comparisons. The U.S. export growth
I cited predated recent declines in the U.S. dollar. You are correct in the
sense that the declining dollar should boost exports, but it should boost
them above the already impressive growth baseline, ceteris paribus.

I think it should have been obvious that my parentheticals were examples
and not exhaustive lists. And I think I only listed "hard" goods. Software
is another category I could have listed. If IBM sells DB2 for z/OS, for
example, the primary beneficiaries are developers living in the vicinity of
Santa Teresa, California, although there are certainly other beneficiaries.

I do actually try to think about life and economic impacts beyond IBM and
beyond the industry I belong to professionally. If the great and growing
Indian middle class is demanding more Boeing airplanes, Caterpillar
construction equipment (to build infrastructure they want), and CNH plows
to grow their food, and (hypothetically) 100 jobs get generated in those
industries for every 50 that IBM transfers, that's a good deal, right?
Regardless -- and brace yourselves everybody :-) -- I think it's a mistake
to view trade with India strictly in terms of a single industry or single
company, even if it is IBM.

>They want you to believe the shift is due to new hiring in "hot"
>markets. But, in addition to a 20% workforce shift to India, IBM has
>exported many jobs to Brazil (the Poughkeepsie operations staff, their
>sysprogs, their software ordering center, etc. all gone) and Communist
>China (info development -- even z/OS doc -- is now there, among others).

As I mentioned before, I grew up in Connecticut, and my grandparents used
to work in the button factory. That button factory is long gone: the work
transferred to the southern United States.  (It's now in Asia probably.)  I
expect they or their friends had some choice words for Carolinians or
Georgians. :-)  But now Connecticut makes helicopters, and insurance, and
jet engines, and defense-related products, and aviation lighting systems,
and cigar wrapper tobacco leaves, and deep sea exploration and recovery,
and professional broadcasters, and Yale degrees, and new Broadway-bound
musicals, and lots of other products and services.  Nowadays Connecticut
typically ranks #1 in per capita income among the 50 U.S. states.  Good?
Bad?  Disruptive, for sure, but probably good.  (Connecticut also has more
forest than it did 100 years ago, because most agriculture moved elsewhere,
mostly to the Midwest.)

A large number of the employees IBM is hiring in places like India and
China are selling and servicing products IBM exports into those markets.
Not all, but many.  IBM sells products and services that are most analogous
to construction equipment, aircraft, and power transmission systems.  IBM
supplies "capital goods" to build core corporate and national
infrastructure.  India and China are buying lots of that sort of stuff as
they grow, to keep growing.

>IBM is actively engaged in a policy of firing whole divisions of
>extremely capable workers from the U.S. and Europe -- the very countries
>to whom they owe their great success -- and replacing them with entry
>level trainees from the so-called BRIC countries.

I have no idea if what you say is true.  I suspect it's true to a lesser
degree.  The unfortunate fact is that "capable" doesn't mean "valuable,"
but that's not a new phenomenon.  Labor markets value workers in very
"strange" ways.  I happen to think they grossly undervalue school teachers,
for example.

I really wonder what readers from India would think about what you're
saying and whether they would have different views.  I suspect they would.
Same with Boeing workers busy filling orders for Indian airlines.

Also, somebody added "so what?" to the subject line.  Is this topic
devolving into a discussion that has nothing to do with what people might
think of as IBM-MAIN topics?

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Timothy Sipples
IBM Consulting Enterprise Software Architect
Specializing in Software Architectures Related to System z
Based in Tokyo, Serving IBM Japan and IBM Asia-Pacific
E-Mail: [EMAIL PROTECTED]
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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-18 Thread Edward Jaffe

Timothy Sipples wrote:

U.S. exports to India are increasing at about 25+ percent per year, or over
2.5 times faster than India's GDP growth, last I checked. Major export
categories include engineering goods and machinery (e.g. construction
equipment, agricultural equipment), electrical and electronic machinery
(e.g. power generation and transmission equipment, Poughkeepsie-made
mainframes), precious stones and metals, optical and medical instruments,
and aviation-related products, among others.
  


Econ-101. Increased U.S. exports in the wake of declining dollar is 
expected and should be no surprise to anyone. And, with the exception of 
Poughkeepsie-made mainframes, the exports you listed are not IBM's product.


They want you to believe the shift is due to new hiring in "hot" 
markets. But, in addition to a 20% workforce shift to India, IBM has 
exported many jobs to Brazil (the Poughkeepsie operations staff, their 
sysprogs, their software ordering center, etc. all gone) and Communist 
China (info development -- even z/OS doc -- is now there, among others).


IBM is actively engaged in a policy of firing whole divisions of 
extremely capable workers from the U.S. and Europe -- the very countries 
to whom they owe their great success -- and replacing them with entry 
level trainees from the so-called BRIC countries.


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Los Angeles, CA 90045
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[EMAIL PROTECTED]
http://www.phoenixsoftware.com/

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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-18 Thread Anne & Lynn Wheeler
The following message is a courtesy copy of an article
that has been posted to bit.listserv.ibm-main as well.

[EMAIL PROTECTED] writes:
> Nothing wrong with India - but selfishly, I want jobs where I am, even
> though I have it better off than those who need jobs there.
>
> Of course, in a global economy, you have a lot better chance to sell
> your wares in countries that you spend money in.

there is also issue that knowledge work is pretty distance insensitve in
a global economy ... and knowledge work frequently is one of the highest
valued work.

recent posts about recently published study on educational ranking of
different countries
http://www.garlic.com/~lynn/2007u.html#78 Educational ranking
http://www.garlic.com/~lynn/2007u.html#80 Educational ranking

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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-17 Thread Timothy Sipples
U.S. exports to India are increasing at about 25+ percent per year, or over
2.5 times faster than India's GDP growth, last I checked. Major export
categories include engineering goods and machinery (e.g. construction
equipment, agricultural equipment), electrical and electronic machinery
(e.g. power generation and transmission equipment, Poughkeepsie-made
mainframes), precious stones and metals, optical and medical instruments,
and aviation-related products, among others.

There are a lot of jobs getting created in those industries, I would
imagine.

- - - - -
Timothy Sipples
IBM Consulting Enterprise Software Architect
Specializing in Software Architectures Related to System z
Based in Tokyo, Serving IBM Japan and IBM Asia-Pacific
E-Mail: [EMAIL PROTECTED]
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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-17 Thread Howard Brazee
On 16 Dec 2007 05:28:27 -0800, [EMAIL PROTECTED] (R.S.)
wrote:

>So why should we pay our attention to India ?
>What's wrong with India ?

Nothing wrong with India - but selfishly, I want jobs where I am, even
though I have it better off than those who need jobs there.

Of course, in a global economy, you have a lot better chance to sell
your wares in countries that you spend money in.

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Re: About 1 in 5 IBM employees now in India - so what ?

2007-12-16 Thread R.S.

Number of IBM employees in Poland have been tripled lately (last few years).
CICS, REXX are developed in UK, VSE i Germany. Tape drives are 
manufactured in Mexico, disk drives were manufactured in Hungary, Sharks 
were assembled in Germany, partially using Polish parts. Mainframes are 
assembled in France and Ireland, and Japan. AFAIK, JES2 development was 
moved to India quite few years ago. ISPF is developed in Australia, DB2 
in Canada.


So why should we pay our attention to India ?
What's wrong with India ?

--
Radoslaw Skorupka
Lodz, Poland


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