May 30, 2000
JimPinto.com - Connections for Growth & Success
Here is the third in the series of email newsletters to which you
have subscribed. I hope you will enjoy it, and give me some
feedback to help make it better.
- Feedback - will Rockwell & A-B be acquired?
- Employee-owned United buys US Air
- Ethernet in Control - Gary Mintchell of Control Eng
- Most people oppose Microsoft breakup
- Hot Book : Morley's Manufacturing in the Year 2020
- ARC's new Web Content Advisory Service
- Pinto's Pointers : Show me the eMoney
Feedback - will Rockwell be Acquired?
After reading my comments on the Rockwell & Omron alliance
(eNews May 10, '00) Joe Jansen of Gehls Guernsey Farms,
Germantown, WI. wrote :
"Can Rockwell avoid being acquired? What would it take? I worked
for A-B for a year (I live in a Milwaukee suburb) and felt that the
Rockwell management structure was top-heavy. Would paring down
help them any? If acquired, what would be gained by the purchaser?"
Here is my response to Joe :
I have NO "inside" information. Just my own data points.
At $ 7b sales ($ 7.7b market-cap, down from $11b), Rockwell has
shown no growth, and their stock is stuck at $ 38.00-42.00 with no
signs of going anywhere. (I bought ROK at $38.00).
My guess regarding who will merge/buy Rockwell : The only ones big
enough are Danaher, Emerson, Invensys, Siemens, ABB. But hey, who
knows? There may be some enlightened Ted Turner or Warren Buffet
out there who is lusting for leadership in industrial automation.....
Joe continues :
"Obviously the PLC's are a huge part, but what about the other
components with the AB logo?"
My response :
Rockwell Automation (Allen-Bradley, Reliance) is the most valuable
company ($ 4.5b sales) in the group, with a significant market-position. The current top management (Don Davis et al) is from A-B and is trying to grow with the industrial automation focus.
Rockwell got OUT of other non-related businesses, but still has Rockwell Collins - $ 2.4b sales (previously Collins Radio) which makes commercial avionics and military electronics systems. What happens to these other businesses depends on the acquirer or merger partner.
They may simply divest.
Employee-owned United will buy USAir
Remember when United Airlines was undergoing hard times and
it became employee-owned? Well, look what employee-ownership
has done for UAL (the parent). Now, the proposed $11.6 billion
merger between United Airlines and US Airways will create the
first truly global airline.
Ethernet in Control
Into the ongoing ‘fieldbus wars’ enters an unlikely contestant. Ethernet, already wired into most manufacturing plants for information networking, is now used to connect controllers with remote I/O modules as a fieldbus.
Majority of Americans oppose Microsoft breakup
The Justice Department remains steadfast in its belief that Microsoft
should be broken up, rejecting lesser penalties as being “neither serious nor sensible” ways to remedy a pattern of illegal, anticompetitive behavior. What will Microsoft and the Justice Department do now that proceedings have ended?
Manufacturing in the Year 2020
Have you read it yet? Dick Morley's book - The Techanology Machine Dick Morley is the inventor of the Programmable logic controller (PLC), now housed in the Smithsonian Institute. Dick is founder or co-founder of more than 10 companies including Modicon and
Andover Controls. Moody (the co-author) & Morley supply simple
guidelines for future growth and detail their vision for future systems, leaders and workers. Lots of predictions & progonostications, with Morley mind-stretch.
Click, to take a look at Morley's book and my HOTLIST
ARC'S new web content & marketing service
This new service from Automation Research is designed to help suppliers
evolve their "brochure-ware" sites into powerful permission-marketing tools that encourage prospects to register. It also helps suppliers face the challenge of adding value to their Websites by providing quality content and information that encourages customers to make return visits. The service includes analysis and advice on existing websites, content provision, daily news, columns by leading analysts, and Web casts with top ARC analysts.
Show me the eMoney!
You get a lot of mail these days. So, do you need more? How much of it is junk mail? And how much of it is valuable? The same rules apply to email - do you need more email? And, how much of it is "spam" (the word coined for unsolicited and unwanted email broadcasts) ?
The key is Value. I, personally, have indeed found some excellent buys and new restaurants and new holiday locations on the few occasions when I have shuffled through my junk snail-mail. On the other hand, when I'm busy, it simply gets junked. But, I always keep an eye open for the items that have yielded Value in the past. Email is just like that! If it doesn't provide value, then you shouldn't bother with it - deleting with a click is a lot easier than carrying out the garbage.....
Look for the Value of this regular eNews : tips, suggestions, ideas, news, referrals, names, relationships. Scan the headings quickly - read the items that help. Cut-and-paste the hotlinks into your browser and bookmark the good ones, clip the emails into your address book, or telephone numbers into your PDA. These are tips and tools that I work hard to make meaningful for YOU. And this regular email is my investment in a relationship with you.
Hey! I won't guarantee that every email is gold! But, I do try hard to
provide the Value that YOU need! And, comments and feedback are always
eSpeak to me !
The JimPinto.com website is almost completely hooked up. Take a look,
browse around - I'll appreciate your feedback.
If you have comments or suggestions for Growth & Success News, please
contact me at
jim@JimPinto.com. I'd like to e-hear from you.
And please send your tips and alerts - or air your news, views and stews.
Someone suggested that, to protect my position as "Poet Laureate
of Industrial Automation" I should include a regular poem with eNews.
What do YOU think? eSpeak to me!
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