GLG News by Council Members who Follow the GPS Industry

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Honda's Announcement Is No Surprise - Now the Task Is To Identify the Best Positioned

February 2, 2009

Analysis of:Honda Lowers Profit Forecast for 4th Time | www.iht.com

Honda and most other OEM's will forecast lower sales and lower profits, if any, for 2009 and most likely 2010. The indicators of future success will be those OEM's remaining steadfast in their investment in fuel efficiency technology, hybrid technology, and globally positioned world car platforms. Not all OEM's will demonstrate this. Most likely, more brands will disappear in the next two years.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Downturn in the Automotive Industry Will End, and the Survivors Can Be Predicted

January 12, 2009

Analysis of:U.S. Drivers Keep Autos Longer, Shun Showrooms on Job-Loss Risk | www.bloomberg.com

This article regarding automotive sales is very accurate. Consumer confidence in their income and wealth growth prospects drive automotive sales. But we can predict the OEM's and Tier Suppliers and technologies that will emerge as survivors and as investment potentials. Also, historically similar downturns are followed by a surge in replacement demand for new vehicles.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Do Any of America's Big Three Automotive Companies Have the Staying Power and Product Pipeline to Make It To Better Times?

November 10, 2008

Analysis of:Running on Fumes: GM could soon run out of cash | www.forbes.com

Detroit's Big Three have several obstacles to overcome; the question is will they have the ability to withstand this perfect storm? Consumer confidence is shaken, financing is impossible or difficult, product mix doesn't meet market demands, alternative energy development and emission compliance is tremendously expensive, and the cutbacks and draw downs affect employee morale and leads to a loss of talent. Who, if any, will survive as a stand alone company?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Renault's Move Is Right; Right Size the Company For Striking and Non-Striking Employees

September 16, 2008

Analysis of:Job Cuts at Renault Spark Strike | news.bbc.co.uk

As a result of soft sales, and soft volume projections, Renault must reach lower labor numbers through voluntary reductions. The pressures at Renault have been more intense than at other European OEM's as Carlos Ghosn applies pressure on vehicle development and launch timelines. The pressures, along with the labor reduction news, have reached a boiling point for the Renault employees.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet

September 1, 2008

Analysis of:Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com

There are other mechanisms to achieve where GM, Ford, and Chrysler need to be in terms of technology and product. The loans will be little more than a taxpayer funded bailout. GM, Ford, and Chrylser have not learned from the ample lessons they have had in the past, what assurances are there that they will this time.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Autloiv's Investment in Sensors Makes Good Sense

August 18, 2008

Analysis of:Autoliv to Acquire Radar Sensors Business of Tyco Electronics | www.tradingmarkets.com

Certain parts of the automotive passive and active safety original equipment market are moving towards commodity status, with volume being the key to future profitability. Tier One safety equipment suppliers must invest in those technologies that will bring greater value and margins.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

How Much Deeper and How Much More will GM and Ford Have to Cut to Right Size?

July 29, 2008

Analysis of:GM cuts truck shifts to meet lower output target | www.reuters.com

GM, and Ford, are the victims of too much focus on the American market, for far too long, at the expense of the world market. GM, and Ford, must continue to shift away from, and write down production and assets focused on truck and SUV production. How much will GM and Ford have to give up, to survive?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Toyota is Showing a Move Towards What Others are Already Finding Key to Profitable Automotive Production - Flexibility

July 21, 2008

Analysis of:Toyota to make Prius, not SUV, at new US Plant | www.reuters.com

Toyota's announcement that the new Mississippi facility will produce the Prius is a smaret decision to increase capacity for a marketable product, with variant potential for the future. Toyota's temporary suspension of production in Indiana and Texas to reconfigure the plants for greater product flexibility is a model already proven to be a smart capital investment strategy by Nissan and BMW. Toyota is also indicating with this article a philosophy for world cars, as demonstrated by Prius production for other markets.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most

June 30, 2008

Analysis of:AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION | www.aemag.com

With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride out the storm. Johnson Controls is one of those companies positioned well to maintain and to grow in the current, difficult market.

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

High-end GPS equipment (approx. 250,000 receivers) will become obsolete.

June 11, 2008

Analysis of:Codeless and Semi-Codeless Access to the Global Positioning | edocket.access.gpo.gov

The DoD's proposal would essentially obsolete legacy high-end GPS receivers after Dec. 31, 2020. The DoD estimates there are approximately 250,000 of these in use today. The replacement cost of each receiver is $10-20,000 each.  This action introduces uncertainty into the high-precision GPS marketplace. Some manufacturers are still selling legacy products.

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