Hi There’s a big chunk of sales under the “not semiconductor” side of Microsemi. It may not be big compared to an $8 billion sell price, but it’s not a trivial part of the company. Exactly what happens to things like the 5071 … we’ll see …..
How the sales policies of one or the other company impact the new combine after a deal is always a bit unclear. It may be a few years before that all gets worked out. Not all mergers get sorted on the first day. Their statement about $300 Million savings in the third year might suggest a slow-er approach to consolidation. Bob > On Mar 3, 2018, at 12:45 PM, Forrest Christian (List Account) > <li...@packetflux.com> wrote: > > There is an announcement of the impending purchase on the Microchip website. > > From my perspective this is a good thing as I've been eyeing some of the > microsemi semiconductor products for some time for use in various designs > of mine and this is likely to make those products easier to incorporate due > to the microchip sales policies. > > Not sure how this will work for the finished products they sell as > historically microchip has only been a semiconductor maker. It wouldn't be > surprising to see microchip divest themselves of the assembled product > line. I know microchip has divested themselves of small portions of > acquired businesses in the past when they didn't fit their roadmap. > > > > On Mar 3, 2018 8:48 AM, "ewkehren via time-nuts" <time-nuts@febo.com> wrote: > >> The manager many not know but the market does and there have been >> announcements and the stock is up and for the day the fifth most active of >> all US markets. At 2 pm #2 Bert Kehren >> >> >> Sent from my Galaxy Tab® A >> -------- Original message --------From: "Richard (Rick) Karlquist" < >> rich...@karlquist.com> Date: 3/3/18 9:30 AM (GMT-05:00) To: Discussion >> of precise time and frequency measurement <time-nuts@febo.com>, Anders >> Wallin <anders.e.e.wal...@gmail.com> Subject: Re: [time-nuts] Microsemi >> up for sale? >> I asked the CBT manager at Microsemi about this >> rumor and he disavowed any knowledge of this. >> He told me they were making 8 a week (not clear >> if this is just 5071A's, or includes replacement >> CBT's). I don't remember the production ever >> being anywhere near this level. The reason >> for the relatively brisk sales is that the risk >> of GPS spoofing means that various military and >> 3 letter agencies need to own dedicated 5071's. >> With a large installed base of 5071's, there will >> be a guaranteed market for replacement tubes. >> The US government considers the 5071A to be of >> great strategic importance and would be certain >> to "encourage" its continued production in case >> of any business reorganization. >> >> When we designed the 5071A twenty five years ago, >> it seemed that there were two safe bets: >> >> 1. Working Cs standards (outside the lab) would >> obsoleted by what HP called "smart clocks" running >> off of GPS. >> >> 2. Magnetic state selection, as used in the 5071A, >> would be replaced by optical pumping. Len Cutler >> was heartbroken that HP/Agilent management wouldn't >> fund this effort. >> >> It turns out that, even now in 2018, optical pumping >> is not ready for prime time in a working standard >> because the lasers drift over time. The 5071A's >> claim to fame is that you turn it on and it just >> works ... until it runs out of cesium. That is >> another reason the 5071A isn't going away any time soon. >> >> Rick Karlquist N6RK >> Member: 5071A design team >> >> On 3/3/2018 1:22 AM, Anders Wallin wrote: >>> Just a change to the last part of the name then ;) >>> https://www.ft.com/content/10192a2a-1d99-11e8-956a-43db76e69936 >>> "semi" -> "chip" >>> >>> >>> On Sat, Jan 27, 2018 at 1:27 AM, Clint Jay <cjaysh...@gmail.com> wrote: >>> >>>> Perhaps of interest to the list >>>> >>>> https://www.theregister.co.uk/2018/01/25/microsemi/ >>>> >>>> -- >>>> Clint. >>>> >>>> *No trees were harmed in the sending of this mail. However, a large >> number >>>> of electrons were greatly inconvenienced.* >>>> _______________________________________________ >>>> time-nuts mailing list -- time-nuts@febo.com >>>> To unsubscribe, go to https://www.febo.com/cgi-bin/ >>>> mailman/listinfo/time-nuts >>>> and follow the instructions there. >>>> >>> _______________________________________________ >>> time-nuts mailing list -- time-nuts@febo.com >>> To unsubscribe, go to https://www.febo.com/cgi-bin/ >> mailman/listinfo/time-nuts >>> and follow the instructions there. >>> >>> >> _______________________________________________ >> time-nuts mailing list -- time-nuts@febo.com >> To unsubscribe, go to https://www.febo.com/cgi-bin/ >> mailman/listinfo/time-nuts >> and follow the instructions there. >> _______________________________________________ >> time-nuts mailing list -- time-nuts@febo.com >> To unsubscribe, go to https://www.febo.com/cgi-bin/ >> mailman/listinfo/time-nuts >> and follow the instructions there. >> > _______________________________________________ > time-nuts mailing list -- time-nuts@febo.com > To unsubscribe, go to https://www.febo.com/cgi-bin/mailman/listinfo/time-nuts > and follow the instructions there. _______________________________________________ time-nuts mailing list -- time-nuts@febo.com To unsubscribe, go to https://www.febo.com/cgi-bin/mailman/listinfo/time-nuts and follow the instructions there.