GLG News by Council Members who Follow the GPS Industry

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Ibiquity Has Significant Potential That Will Be Realized Through HD Radio

June 9, 2008

Analysis of:Pumping Up the Volume: HD Radio Touts Price Cuts | www.investors.com

The new price point for HD receivers will mean signicantly more volume of units in automotive OEM applications, potentially surpassing one million units installed in OEM applications by early 2009. Unlike Sirius and XM, Ibiqiuty's HD radio is finding an audience in Asia and in Europe. Ibiquity is entering into unique partnerships with Apple and Navteq, that will enhance the functionality of HD radio.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Volkswagen Announcement in July Will Be a Bright Spot in an Otherwise Gloomy Automotive Mont

June 9, 2008

Analysis of:Decision on VW plant still on track for July announcement | www.chicagotribune.com

Volkswagen recognizes they have to produce in the US to growth the US market share. The same formula has worked for the other German, Japanese, and Korean transplants. Expect the factory to be flexible enough to produce both Volkswagen and Audi products, since they share platform and powertrain components. Also, expect the factory to be positioned as an export center for VW and Audi products produced with US components with a US dollar basis.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy

May 22, 2008

Analysis of:Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com

Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more OEM US manufacturing operations that are supporting world car platforms. US factories could become significant exporters of certain models.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Freescale Is On A Roll In Multiple Automotive Markets and Applications

May 16, 2008

Analysis of:Freescale, Chery Team Up to Develop Automotive Electronics Technology in China | techon.nikkeibp.co.jp

The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well positioned to continue to be the dominant semiconductor supplier to the worldwide automotive market, driven by continued strong demand for chipsets for new applications, resulting in greater numbers of chipsets per vehicle, and strong vehicle unit sales in Asia and in Eastern Europe.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth

May 5, 2008

Analysis of:Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com

The significance or the emerging markets in Russia, India, China, and Brazil should not be underestimated by any automotive OEM who wants to experience significant growth in the future. In addition, the implication that raw material sourcing and pricing as well as manufacturing and logisitcs cost control will be the focus of tremendous OEM attention is accurate. Finally, the prediction that U.S. sales will remain flat and will shift in types of vehicles sold should prove true.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return

April 18, 2008

Analysis of:Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com

The GM Volt will contain a battery pack technology that is largely unproven and  largely untested to withstand automotive environmental and reliability requirements. In addition, the manufacturing of Lithium Ion battery packs on the scale that will be needed for Volt production is an environmentally unfriendly process that will offset much of the benefit of the Volt's "Green Friendly" marketability if Green saavvy consumers investigate the manufacturing process for this technology. The true cost of the Lithium Ion battery pack design, development, and piece price will have to be subsidized by GM, resulting in less "green" to the bottom line than any automotive company would like to see. GM's true hope is that "Green Hype" will lead to green dollars in the showroom.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Department of Justice is Accurate in the Ruling of Sirius/XM Merger - No Problem

April 8, 2008

Analysis of:DOJ Approves XM, Sirius Merger | www.pcmag.com

The merger of Sirius and XM satellite radio providers will not be a competitive threat to terrestrial radio or HD radio. Other competitive alternatives for the listeners ear will mean more entertainment choices in the future for those seeking audio entertainment. Sirius and XM need to fully market and develop satellite video as an alternative in mobile broadband development of video receiving capabilities.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

SiRF Results are Aligned with Predictions of the Future of the PND Product and Market

March 31, 2008

Analysis of:SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs | www.reuters.com

SiRF sites significantly lower sales of chips for PND devices manufactured by TomTom and Garmin. This Tier One supplier to the PND OEM's is a accurate sign of the future market for these devices. The PND product will be hit by a double whammy in the next few years. Those market factors are a reduction in consumer spending on PND's and a higher value content in automotive OEM navigation and infotainment equipment.

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.

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.

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