RE: Finally, a voice of logic and reason...
posted on
May 05, 2005 01:24PM
I am merely relating the voicing of their business plan and the action of taking over APS as an indicator of them possibly looking to expand into ``other NEW markets``, as they just did in IFE.
There is now an EDIG-WENCOR direct connection via Boyer, the digEplayer and the developing digEsystem product line.
EDIG has not been much cheaper and if one was considering taking a large stake and/or entertaining a take over, it is not unreasonable, imo, to consider it.
As Gil pointed out, they need not pony up a cashiers check to structure a deal.
Considering Thales`s estimation for the growth in IFE over the next year, WENCOR might just be thinking outside the parts box...it`s something they should consider.
Look how quickly WENCOR SHIFTED gears from being the sole distributor to owner of the digEplayer...NOW WHY DID THEY DO THAT WHEN THEY DIDN`T NEED TO OWN IT in order to profit from it?
WENCOR thinking outside the box is not a huge stretch.