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More Messy Masimo Madness

July 10, 2024 by Ted 4 Comments

All Employees Threaten to Quit (Or Did They?); Politan Calls Out Voting Irregularities; JV Partner Proposes Price for Sound United

Every day brings us closer to the Masimo 2024 Annual Meeting of Stockholders scheduled for July 25th…and virtually every day also brings us more Masimo madness. The proxy war for two seats on the Board of Directors being fought between the company management and activist investor Politan Capital Management continues to heat up. Consequently, we learn new things every week, some of which can be disturbing. This week is no exception as we discover: 1) the company publishes letters from employees that suggest they may all quit; 2) the Joint Venture Partner interested in buying a majority stake in Sound United has offered terms that specify a price range it is willing to pay; and 3) Politan has filed paperwork with the SEC that includes a letter to the Masimo Board of Directors claiming it has detected voting irregularities known as “empty voting.”

See this latest installment of the battle for Masimo…

[Read more…] about More Messy Masimo Madness

Filed Under: Management, Manufacturers, Strategy Tagged With: Joe Kiani, Masimo, Politan Capital Management, proxy, Quentin Koffey, Sound United

Happy Independence Day 2024 from Strata-gee

July 3, 2024 by Ted 1 Comment

As we prepare to celebrate Independence Day and kick off our summer activities in earnest, I want to wish everyone a safe and fun 4th of July holiday! Thank you for reading Strata-gee!

Filed Under: General Topics, Strata-gee

Cambridge Audio Intros P100, Its First Over-Ear Wireless Headphones in Melomania Series

July 3, 2024 by Ted 2 Comments

Cambridge Audio P100

Cambridge Audio, the U.K.-based audio specialty maker and merchant of affordable premium-grade audio gear, introduced today its first-ever over-ear headphones in its award-winning Melomania wireless headphone series. The new Melomania P100 balances elegant design with spectacular sound quality…blending in mind-blowing battery life and a healthy dose of best-in-class technology.

Learn all about the Cambridge Audio P100 wireless over-ear headphones

[Read more…] about Cambridge Audio Intros P100, Its First Over-Ear Wireless Headphones in Melomania Series

Filed Under: News, Products, Technology Tagged With: Cambridge Audio, headphones, wireless

Another Analog Comeback: Meet the New Pentax 17 Analog Film Camera

July 2, 2024 by Ted 4 Comments

The new Pentax 17

Interesting news out of Japan as we learn that Ricoh, a large Japanese imaging company that owns the Pentax camera brand, is launching its first film camera under the Pentax brand in over 20 years. This new model, the Pentax 17, will launch first in overseas markets in June, and then in the domestic (Japan) market in July.

See more on the re-emergence of analog film cameras by Pentax

[Read more…] about Another Analog Comeback: Meet the New Pentax 17 Analog Film Camera

Filed Under: News, Products, Technology Tagged With: camera, film, Pentax, Ricoh

In a Rare Move in Asia, Workers’ Union Calls for a Strike at Samsung

July 2, 2024 by Ted Leave a Comment

The NSEU union orders a strike at Samsung

The National Samsung Electronics Union (NSEU) announced on Monday that it will launch a general strike against Samsung that will continue until the company meets its demands for better pay and more time off, according to a report by Reuters. The union went on to warn “of [a] more damaging action” against the company than a one-day walkout last month.

See more about a nasty labor situation building at Samsung

[Read more…] about In a Rare Move in Asia, Workers’ Union Calls for a Strike at Samsung

Filed Under: Management, Manufacturers, News, Strategy, Technology Tagged With: Samsung Electronics, Strike, Unions

Masimo COO Sends Conditional Letter of Resignation to the Board

July 1, 2024 by Ted Leave a Comment

Masimo COO Bilal Muhsin

Bilal Muhsin Has ‘No Intention of Remaining’…’If Quentin Koffey…Take[s] Control’

In a new filing with the Securities and Exchange Commission (SEC), Masimo Corporation (Nasdaq: MASI) reveals that Bilal Muhsin, its Chief Operating Officer (COO) has sent a conditional letter of resignation to the Board of Directors. The move is yet another escalation in the proxy war for control of the company between Masimo management and activist investment group Politan Capital Management – one of the company’s largest shareholders that already holds two seats on its Board.

See more on this resignation of the Masimo COO

[Read more…] about Masimo COO Sends Conditional Letter of Resignation to the Board

Filed Under: Management, Manufacturers, News, People, Strategy Tagged With: Bilal Muhsin, Joe Kiani, Masimo, Politan Capital Management, Quentin Koffey

It May Be Hot in NJ, But the Country is Hit by a Blizzard of Masimo Filings

June 28, 2024 by Ted 3 Comments

Masimo from proxy website

Politan: Sound United Must Go

The annual Masimo (Nasdaq: MASI) shareholder meeting is now just four weeks away, and on Wednesday we saw a blizzard of proxy filings by both Masimo management and activist investor Politan Capital Management. The gloves are off and the pugilists are swinging. But how is this fight shaping up? Who has the upper hand?

See more on the Masimo vs. Politan proxy battle

[Read more…] about It May Be Hot in NJ, But the Country is Hit by a Blizzard of Masimo Filings

Filed Under: Financial, Management, Manufacturers, News, Strategy Tagged With: Joe Kiani, Masimo, Politan Capital Management, Quentin Koffey, Sound United

As LCD TV Biz Slides, Sharp Sells Its Largest Panel Factory to AI Companies

June 26, 2024 by Ted Leave a Comment

Sharp Sakai factory

Are Onkyo & Integra Connected to This Story?

In yet another sign of mega changes in the electronics industry, news comes to us out of Japan via the Nikkei that Sharp Corp. – a division of Apple supplier Foxconn – is in negotiation to sell off a majority of the property and factory associated with its largest LCD panel manufacturing facility in Japan. That news alone surprised many in Japan, as Sharp has been a world leader in developing LCD TVs, but also surprising is that it would choose to sell this facility, a flagship for them in Sakai, a coastal city in Osaka.

Also surprising, a bidding war has broken out as multiple big players seek to turn the factory into a data center for use in generative AI, a technology in which Japan feels it lags.

See more on Sharp selling most of its top LCD panel factory for AI

[Read more…] about As LCD TV Biz Slides, Sharp Sells Its Largest Panel Factory to AI Companies

Filed Under: Financial, Management, Manufacturers, Strategy, Technology Tagged With: AI, KDDI, Masayoshi Son, restructuring, Sharp Corp., SoftBank

Jeff Murray, CEO of AVPro Global, Named ‘Person of the Year’ at InfoComm

June 25, 2024 by Ted 1 Comment

AVPro Global booth at InfoComm 2024

Jeff Murray, CEO of AVPro Global Holdings (parent of AudioControl), was named “Person of the Year” at InfoComm 2024 by Commercial Integrator (CI) magazine. Part of its CI Best awards program, Murray was selected as its first-ever Person of the Year, a new category for the award program.

See more on Jeff Murray of AVPro Global named Person of the Year

[Read more…] about Jeff Murray, CEO of AVPro Global, Named ‘Person of the Year’ at InfoComm

Filed Under: News, People Tagged With: AudioControl, AVPro Global, Awards, Commercial Integrator, Dan Ferrisi, Jeff Murray

Krell Owner Rondi D’Agostino Dies; Iconic Audio Brand Loses Guiding Light

June 24, 2024 by Ted 3 Comments

Rondi D'Agostino with her dog

Tributes on social media began flowing over the weekend as news emerged late last week that Rondi D’Agostino, co-founder of premium audio brand Krell, had died. While details on the passing remain sparse, the high-end community is mourning the loss of the leader of an iconic audio brand.

See more on the passing of Rondi D’Agostino

[Read more…] about Krell Owner Rondi D’Agostino Dies; Iconic Audio Brand Loses Guiding Light

Filed Under: News, People Tagged With: Krell, obituary, Rondi D'Agostino

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Ted Green Bio

A former dealer, manufacturer, distributor & more. Focusing on business strategy, my goal is to help you make better decisions for greater success.

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