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Message: Re: holocolm,

Feb 24, 2007 07:08AM

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Feb 24, 2007 10:31AM

Re: holocolm,

posted on Feb 24, 2007 10:44AM
tcr-On the surface the multi-domain biz seems more sexy to me. This has the huge market potential I had guessed might somehow have a connection to Sony as the hardware supplier into the defense market. The secured pathway system business is an interesting "bulletproof" way of cableing and connecting a complex system securely throughout a facility. Too soon to tell what to make of this business. Does this venture get into the physical installation of such a railway system or are these mainly off-the-shelf items that are assembled/installed on site by contractors? Is this the kind of business we have bought into? Not sure. Not expecting an answer from anyone. Just thinking out loud. I have gotta believe that much of what these deals are all about is the established relationships and maybe exisiting contracts that are in place at the Defense Department, Pentagon, etc. through prior Holocom activity. Defense and military spending/purchasing is incredibly complex and bureaucratic and a supplier can take many years to break through the red tape into this market. This JV would buy our way into this market. Still not sure of the grand plan here.

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