@JI3Umza-dzq you bring up the managers devious dilemma don't you
The last play in 2015 was 2/3 below average stock and you were gone
In 2016 since they played the 2/3 they had to go to L4/L5 or IR and you were gone, doesn't leave much left for the next round.
So do managers do focal fairly or try and peanut butter their L4/L5 stock and compensate with money.. Take a good person that got an O/E and L1/L2 one year and because you think they will be "safe" give them a L4 this year and give an equally underserving L2/L1 to a below average to protect them. What a mess BK and Murthy put into the focal for 2017, LOL.
Thus either BK and the managers step up and do bean counting and say TMG is competitive compared to TSMC/Samsung/Micron and they need to lose 20K and do similar waterfalled down to the VPs / GMs with too many people. Since they were too weak to do it the last two times I doubt they will do it this time as stock is setting pretty, demand seems up and all is peachy on the surface, LOL.
No they will like look to continue to purge based on performance. It would be hard to argue they use the VSP criteria over the 2017 focal which will force managers to identify their IR, L4/L5 people, people they feel just aren't an IR but deserve less stock as future prospects is slow or low and show them all the door. BK said it himself that "we always have done performance management" now that is just going to conclude with a visit by HR and shown the door with 6 weeks of pay and 6 months of Cobra health.
Lots of people better get their resume ready, and networking going as the days of golden parachutes are over as he and the many emails from the VSP have indicated. And in the words of BK " why do I have to pay people to leave! "