[time-nuts] Microsemi up for sale?

Bob kb8tq kb8tq at n1k.org
Sat Mar 3 13:37:03 EST 2018


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 at 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 at 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 at karlquist.com> Date: 3/3/18  9:30 AM  (GMT-05:00) To: Discussion
>> of precise time and frequency measurement <time-nuts at febo.com>, Anders
>> Wallin <anders.e.e.wallin at 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 <cjaysharp at 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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