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" <
richard@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.wallin@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:
Working Cs standards (outside the lab) would
obsoleted by what HP called "smart clocks" running
off of GPS.
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 cjaysharp@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.*
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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) lists@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" <
richard@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.wallin@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:
Working Cs standards (outside the lab) would
obsoleted by what HP called "smart clocks" running
off of GPS.
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 cjaysharp@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/
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