GLG News by Council Members who Follow the GPS Industry

Mark OskowskyPrincipalWireless Tech

NextWave will it survive?

September 26, 2007

Analysis of:Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money on technology development ranging from ICs, though the prototype development platforms for both industrial and consumer markets. In addition,  NextWave is buying frequency spectrum all around the world. In my opinion this is very risky strategy because WiMax will be rolled-out in 2009-2010 if not later in some countries but the interest payments on company loans to have to be satisfied in the meantime. 3. In addition, the growth of the company is tremendous. They need more and more people to cover all the activities they are involved in and there is question in my mind of controlling the growth.

Chris HareChief Executive OfficerThe nTete Group

Google get it...

September 25, 2007

Analysis of:Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Harman Has a Future Beyond Premium Audio

September 24, 2007

Analysis of:Harman Has a Future Beyond Premium Audio | www.financialweek.com

Harman International is not a one dimensional company. As automotive electronic content, especially infotainment and computing related, continues to grow, Harman has the potential to exploit software and video know-how and product.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Diesel Offers a Potential Stop Gap if the Infrastruture Supports it.

September 21, 2007

Analysis of:European Carmakers Bet That the U.S. is Ready for Diesel | www.nytimes.com

Diesel Technology can provide significant increases in fuel economy. Diesel in combination with hybrid technology is a natural part of the progression towards altentive fuels. The OEMs and Tier suppliers will continue to exploit technologies that will allow incremental improvements in fuel economy until truly viable energy alternatives are in place.

Mark OskowskyPrincipalWireless Tech

BOM and Cost of Typical Cell Phone

September 20, 2007

Analysis of:Apple Sets iPhone Price at $399 for this Holiday Season | www.apple.com

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced about a year ago. The BOM and price has already considerably fallen down. The phone is comparable to iPhone by Apple. 1. Samsung stacked memory is $2.00 to $3.00 2. TI OMAP – VOX $6 to $12. 3. Infineon Low Noise Amplifier-$0.15 4. RFMD GaAs Power Amplifier-$1 5. National Semi regulator-$0.35 6. The camera module $3 7. GSM transceiver $2 8. Analog ASIC $3 9. Bluetooth -$2. STM 10. Philips FM radio -$1 11. National Semi LED charge pump $0.5 12. SRAM-$1 Total IC BOM $20 to $26. Additional parts $24.

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