Bose buys McIntosh


End of an era?

telemarcer

I don’t own any McIntosh or SF gear, though I wish I did, but I’m hoping it’s like when Porsche started producing the Cayenne. Porschephiles were freaking out that they succumbed to the SUV market. But really, it allowed the company to prosper and ultimately build better sports cars than they otherwise would have been able to. Leverage the scale of Bose to continue producing excellent equipment. Again, a large dose of hopium over here.

Definitely manager count , Marketing and Logistic cost will be reduced. May be price reduction can be expected(low possibility). But if Bose want to fiddle with R&D of Macintosh that's will be the different story, Only time will tell.

Far too early to know how this will play out and after all, Mr. serblin was Sonus Faber and he’s been out for many years. we don’t know anything about this deal, whether it is dilutive or accretive, or what redundancies can be eliminated without having any impact on the engineering of the product. in any acquisition, The purchaser will always look to take out cost. As far as we know, this was a reasonably strong brand financially and distress sales usually end up with the biggest cuts to the core of the business because they are losing money.

I doubt there will be much change at least at the reference end of the SF line. The market for those products is too thin, and the buyers are generally pretty knowledgeable. Any significant reduction in quality would not go unnoticed and would kill their market at the top end. I would expect more bleed over between Bose and SF at the lower end of their offerings. Im not a fan of Bose-owned two Bose products, neither good   But in all honesty, these are things that will probably play out for a couple of years. Too early to know whether it will be really good or really bad or, what is most likely, somewhere in between

 

The Porsche 911 is the most profitable car on the market and the cayenne is a VW Touareg with a different logo. Anyway. What’s done is done.