[Daishiman]

IBM was in this position way back too. Revenue is a lagging indicator.

[majormajor]

IBM was a big driver in viewing teams and employees as fungible and assembly-line pieces and shifting to offshore work.

I think the fact that Google isn't yet worried about cost more than productivity is a good sign that they're still a ways away from that.

[andromeduck]

What makes you think they aren't? Everything they've done the last few years has been cost driven.