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.
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