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Re: [TenTec] FW: ARLX007 Motorola buys Yaesu

To: Discussion of Ten-Tec Equipment <tentec@contesting.com>
Subject: Re: [TenTec] FW: ARLX007 Motorola buys Yaesu
From: Kevin Purcell <kevinpurcell@pobox.com>
Reply-to: Discussion of Ten-Tec Equipment <tentec@contesting.com>
Date: Tue, 6 Nov 2007 23:43:19 -0800
List-post: <mailto:tentec@contesting.com>
Moto will, however, own 80% of it. And usually 51% is enough depending on the contract they signed :-)

The speculation (and it is speculation) is founded on the "normal" corporate pattern of of focusing on money to the exclusion of everything else (even if "everything else" is making a profit if that profit is less than the profit that they could be making producing other products). A corporate mindset cares only about next years numbers and then you may be in another position.

One thing I didn't realize was that Yaesu was privately held. That gave the owners a lot of freedom to decide what products they wish to make. If "Yaesu-san" decides amateur radio is a good idea then Yaesu makes amateur radios. When suit who has "stockholder fiduciary interest" (note the quotes) gets in that position I wouldn't be too sure.

It made me think what are the corporate structures of Icom and Kenwood? Ten Tec I presume is privately held, along with Elecraft. And I presume there is no venture money in either of the latter companies.

Anyone know what the profit margin is on amateur radio equipment? How does it compare to commercial (or perish the thought) defense/ security products?

Expect to start to see changes in a year or so if they do make changes. No point in controlling something if you can't make changes. It shows who is in charge. But I really don't see it being a portable component of the company -- they might sell the current designs but what about future designs? So I don't buy MFJ buying it.

* My cynical view of corporate behavior is based on having been through a couple of mergers/takeovers. They're often disasters with babies being thrown out with the bathwater.

On Nov 6, 2007, at 1:36 PM, Ron Notarius W3WN wrote:

Well, the know-it-alls over on the QRZ.COM forums would have you believe that Motorola is either going to shut down the Amateur division, sell it to
the Chinese, or sell it to MFJ.

Now, mind you, there are no facts to back any of this up, just wild
speculation. But they already know everything, so you can take it to the
bank.  Just ask them.

Keep in mind, of course, that while Motorola will own a controlling
interest, they won't own it all. So we shall see. And I wouldn't expect
anything to happen right away.

--
73 DE N7WIM / G8UDP
Kevin Purcell
kevinpurcell@pobox.com




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