Wednesday, October 30, 2013

T&M Industry in India : FY14 continues to hold promise!


NEW  ERA post realignment of lead player and Rupee Stabilisation
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The announcement in September regarding Agilents spinning off the T&M part is raising different expectations in the market.Usually these sort of announcements involve the acquisition of channel
on the ground,or renaming of business through the Manufacturer directly. Ths time around both the
organisation and the layered channels on the ground will need to be reoriented.The manufacturer cannot claim to "inherit" the channel automatically.The headquarters team has travelled to various regions but not
much in the public domain is shared. Only generalities like Growth and Leading Position in T&M is mentioned.

Today is the last day of Agilent fiscal is  there.They will like to go to the Security Analyst with better figures,as eventually the company in the new avatar will be listed on the Street.It is even more important from the new companys point of view as the T&M had been a zigzag business over the last decades,yet they have always maintained better operating margins.Accused of growing other businesses by the profit of T&M side
this had been usual story since long.So a company only involved with Spectrum Analysers and Oscilloscopes might turn out to be better.

Trust the FY14  will bring in better things to the industry and stability returns in India and Global scene.
Happy Diwali in the meantime.

Sunday, October 6, 2013

T&M Industry in India : FY14 sees much upheavals as forecasted!



T&M  Industry upheavals as we are almost half way mark this decade. Much of this was forecasted
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in the begining of the 2010
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The industry Globally has had another development in that the "leading brand'  is going another split.
Agilent will be spinning off the EMG business in to another new company dedicated to the original
T&M group business minus the Communications/ATE type  business. This portion is slightly shy of
3 Billion USD  and it needs to be seen how it is going to be organised in various subsidiaries like that
in India /Asia Pac  region.Many  challenges on  Customer Sat,Competition,Channel and Cost Envelope
collaterals will occur as the things transition to un-named new outfit.

The T&M business from original HP fold till today has had many transitions and transformations. Many distributors,channel partners and customer facing organisations have come and gone. Yet the long term
channel partners have either been part of the Blue Star  field people in one form,offshoot or the other.The
organisation has been able to operate as well oiled machinery through the decades inspite of several titular changes.This has been possible due to great emphasis on Field training,Customer Satisfaction and Customer Education Elements in face to face Selling and Support Activities. I trust this will continue to guide the T&M
sales force now- whatever the title of the new Company.

While we will  track the activities of these organisation changes in subsequent blogs -through the rest of the decade- the Global T&M directions on the technology and dynamics of AsiaPac will influence very remarkably the India business planning. The Exchange rate parity to the USD, current  Account Deficit, US positioning in India Defense Business, Political Alignments in North East Asia and Asiapac will determine the
course ahead. Right now we can hope the Industry Leader will show enough maturity,forebearance and Strategic Architecture so that its positioning gets better here, in the decades ahead.We remain very Optimistic to the incoming new Leadership.All the very best to T&M Industry in India now!