GLG News by Carbon Fiber Experts

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

With Porsche's Takeover of Volkswagen, What Will Be the Expected Changes That We Should See In Our Next Porsche or Volkswagen?

March 4, 2008

Analysis of:Porsche to Get Majority of Volkswagen | www.autonews.com

Porsche's takeover of Volkswagen should result in improvements for both companies. Porsche will have access to a much larger base of research and development capital for future Porsche models, will have access to Volkswagen distribution network and supplier base, and will certainly see financial benefits as a result. Volkswagen should benefit from Porsche's Marketing and Sales strengths for the Audi and Volkswagen brands, Porsche's manufacturing model and quality model, and will be able to spread research and development costs over a broader range of product.

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Perhaps the Author Needs to Research Before Commenting

February 29, 2008

Analysis of:Loss of wind causes Texas power grid emergency | www.reuters.com

The main component of the Texas problem was the inability of conventional generation to deliver when the wind fell off.  Predictions of future windpower are becoming highly reliable, even up to 30 hours.  The Texas drop off was as predicted, but backup plants failed. Further, the entire US grid has reliability problems completely unrelated to windpower.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

FLIR's Infrared Technology is More Than Just a Bright Ligh in the Dark

February 25, 2008

Analysis of:FLIR Q4 Profit Up, sees FY08 Results Above Market View | www.reuters.com

Infrared technology, as developed by FLIR, is a technology that is suited for demands of future military, commercial, and thermography needs. So the expectations of future growth are indeed realistic. The technology supports security, safety, and efficiency, all of which are growing demands for the military, for vehicle applications, and for facility maintenance worldwide. And key partnerships are paving the way for FLIR to meet the volume of product this demand stream will require.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Momentum of Development in the Navigation Device Market is Towards Convergence of Capability in a Common Device

February 13, 2008

Analysis of:World News: Convergence or Confusion in the Navigation Device Market | www.telematicsupdate.com

What is actually happening in the telematics, computing, and telecommunication seems to points towards a convergence of applications in single devices. The future relationship of the portable device industry whether PND, cellular phone, and PDA will also be impacted by and will impact what is happening in infotainment in the automotive OEM's. There is currently a large magnitude of collaboration among electronic device suppliers, semiconductor manufacturers, software providers, and automotive OEM's as the vehicle continues to move towards being another node on the computing and telecommunications network.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Is it too late for GM and Ford to commit to becoming truly global companies?

January 21, 2008

Analysis of:GM See 75% of Sales Oversea, Maybe | www.247wallst.com

GM may be in a better position to become a truly global automotive OEM, where as Ford may be too late. Much of the global potential for both of these companies will be determined by the segment that they target for sales and for volume growth. Finally, key alliances with other automotive OEM's will be necessary. No matter, GM and Ford will both have a very difficult time being profitable global players.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?

January 8, 2008

Analysis of:Tata-Ford, will they kill Jaguar and Rover Brands? | www.247wallst.com

Jaguar and Rover have a very distinct brand identity that could be easily corrupted or destroyed by the wrong direction and decisions regarding manufacturing, technology, and marketing. Also, in order to maintain pace with other premium brands such as BMW, Mercedes, Audi, and Lexus, Tata will have to invest in R&D, technology,and supplier partnerships that have not been part of the operations of Tata.

George DorkhomExecutive ChairmanGREENKOTE PLC

Rockwell will merge

December 27, 2007

Analysis of:South African Society of Metrics and Control - Aquisitions and Mergers | www.instrumentation.co.za

I am a CEO in the automation business and previously in the Aerospace segment. I have followed Rockwell since it was based in Pittsburgh and know all the transformation that it has gone through ..I believe that since the acquisition off Allen Bradley and the divestiture of the Defense business to Boeing, the company has lost its identity and continue to search for the right spot but have not found it.Rockwell is a good name and the name was identifiable with certain Brands and market..no longer , it may as well rename itself Allen Bradley as this is what its business now in Automation and the Name Allan Bradley is more appropriate to this business than Rockwell Automation or Rockwell International..etc. The company is certainly a take over candidate for the obvious reasons in it market place

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Certain Technology, Content, and Market Growth are Gurantees for 2008

December 19, 2007

Analysis of:What Lies Ahead For Auto Industry In The New Year? | online.wsj.com

Predicting which model or brand will be hot is difficult for anyone to do on the micro scale. Predicting which technologies, trends, and markets will see growth and penetration on the macro scale is less difficult to do. Astute investors will look for the strongest players in certain segments.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The future for Suppliers of Semiconductors, ECU, MCU, Sensors, and Software is Better than a Gold Rush as Virtual, Computing, and Electronic Content in Automobiles is a Sure Bet

December 17, 2007

Analysis of:On Semiconductor to Buy Amis for 915 mln in stock | www.reuters.com

    Semiconductor suppliers are on the forefront of an innovation and content wave that will continue to flood the automotive market.      The total content per car will continue to grow, along with the total number of automobiles per capita will grow, especially in emerging markets sure as India and China.     Infotainment, personalization, fuel economy demands, and passive / active safety content will be the drivers of this technological flood.     The On Semiconductor move is a smart play, as access to the markets, access to innovation, and as support of capital investment in research and design become even more important.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

What has happened to Tesla Motor's Eberhard is indicative of the struggle of creating a viable plug-in hybrid and a warning to others to be careful before you commit.

December 11, 2007

Analysis of:Tesla ousts co-founder Eberhard: PRICEY ROADSTER'S DELIVERY DELAYS LEAD TO HIS EXIT | origin.mercurynews.com

Tesla Motors struggles to develop a viable plug-in hybrid in indicative of deeper issues that have yet to be resolved with plug-in hybrid technology, specifically battery technology. The OEM's who are committing to a plug-in hybrid should be very careful in the commitments made to this product technology.

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