The twists and turns in M/A-Com's corporate story reflect an industry moving in many directions at once.
I just saw the news about microwave-component vendor M/A-Com and Mimix Broadband, "M/A-Com buys Mimix Broadband". I wouldn’t have given it much thought, since these things happen all the time in our dynamic industry; it's part of the ebb and flow of business, and the swinging of the conglomeration/divestiture pendulum.
But coincidentally, I saw a well-researched, very detailed article the other day in the April issue of Microwave Journal, "M/A-COM is Reborn on Its 60th Birthday" (and don't be put off by the "puff-piece" headline), which is a fascinating, up, down, and sideways story. What it really tells me is that our ability to predict what will make business and technical sense even a few years ahead is pretty limited, so maybe some humility and caution is appropriate when doing big deals and making grand predictions.
But since I am not good at taking my own advice, here's my prediction for the upcoming MTT-S event in Anaheim, California (formally called the IEEE MTT 2010 International Microwave Symposium; the two very-different names cause all sorts of confusion!). We'll likely see lots of RF/microwave-related products and news, as a result.
I also suspect we will see more of the overarching trend I saw last year, "IC sensibilities come to RF/Microwaves" The high-volume, highly disciplined design, manufacturing, and test techniques and mindset that analog IC companies bring to the market—with data sheets specifying min/max in addition to just typical values—and the desire to avoid custom design and custom test, will continue. Let me know what you see there. ♦