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英维思真的会被卖掉吗?

ainet.cn   2007年12月07日

英维思最近发生了高层人事变更,Ulf Henricksson任命Paulett Eberhart为英维思过程系统(IPS)的CEO & President,而非Ken Brown。

美国的一些评论家纷纷发表了题为“Invensys leadership changes may signal sale”和“Ulf torpedoes Ken Brown”的相关看法。

英维思的人事变更真的是出售的前兆吗?

不管怎样,具有实力的买家屈指可数,美国的分析认为:

潜在买家最为看重英维思过程系统旗下的Foxboro、Wonderware和Triconex等。可能的买家有:西门子和施耐德(需要扩展过程控制业务);霍尼韦尔(可能性不大);艾默生(可能性不大);GE(可能性不大);横河或者欧姆龙(日本企业,可能性不大)。

相应原文如下:

Whoever buys Invensys will be buying it for Foxboro (installed customer-base and market presence), Wonderware (Archestra), Triconex and other good parts of Process Systems. Any likely buyer will simply sell off Rail Systems, Eurotherm and other non-related business for whatever they can fetch.

For an acquisition of this size, the only possible buyers are large, overlapping competitors: Siemens & Schneider (who need more process control); Honeywell (unlikely, because they're a direct competitor, and Process Systems is itself just a segment); Emerson (possible, though unlikely, because they're a direct competitor and don't need Foxboro); GE (unlikely, because Jeff Immelt is off buying other more juicy businesses); Yokogawa or Omron (unlikely, because the Japanese don't know how to accomplish acquisitions of this size).

(原创)

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