Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth
May 5, 2008
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.
The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return
April 18, 2008
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.
Can the Genral Motors Volt meet the expectations?
April 17, 2008
Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
General Motors has been exploring and developing alternative drivetrains for many years. These designs have not yet reached the stage of commercial viability for a variety of reasons. However recent events such as increased fuel prices, tougher fuel economy regulations, increased public concerns for the environment, concerns with dependence on foreign oil dependence have raised the level of these efforts. The introduction of the Volt concept car with its projected battery powered range, and backup gasoline engine "range extender" has fired up public enthusiasm. This could be a break through vehicle for GM if they can pull it off. It really depends on the viability of the lithium-ion battery pack.
Department of Justice is Accurate in the Ruling of Sirius/XM Merger - No Problem
April 8, 2008
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.
SiRF Results are Aligned with Predictions of the Future of the PND Product and Market
March 31, 2008
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.
What will it take for GM to wake up?
March 27, 2008
GM may boost vehicle prices to offset rising costs | www.autonews.com
I am convinced that this company cannot prosper with the present leadership in place. A complete house cleaning is probably the only hope for this company. How do the top guys continue to not only keep their jobs, but continue to be paid bonuses for the abysmal performance. Some of these players have been in their current positions for several years with track records that would have eliminated their team from the tournament long ago.
March 4, 2008
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.
FLIR's Infrared Technology is More Than Just a Bright Ligh in the Dark
February 25, 2008
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.
February 13, 2008
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.
Is it too late for GM and Ford to commit to becoming truly global companies?
January 21, 2008
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.
Apple brings textbooks to iPad -- Finally
January 20, 2012
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January 10, 2012
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January 4, 2012
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Thoughts on GM Volt's recent "rapid thermal expansion" incident
December 6, 2011