Baba, it is not a theory it was explained to us in that way. It is certainly not a stretch. Recall when Suresh talked about having test and distribution combined in Singapore, Canada or the US. Well that of course evolved to what we now have as multiple locations.
If you follow my posts you will see me talk about their desire to setup a US hub for both access to a supply chain and access to customers. It would be dificult I think to come up with a diferent reason don't you think.