GLG News by GPS Controller Experts (North America)

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Cathy StaufferOwnerCathyStaufferConsulting

For the big growth, Best Buy needs to look far beyond their stores

March 24, 2011

Analysis of:Best Buy CEO Dunn Reboots to Win Back Customers From Wal-Mart, Amazon.com | www.bloomberg.com

Best Buy’s greatest point of leverage is not in a new store design, or revamped store assistance, but in getting CE and PC suppliers to bring products to market with use-model and lifestyle changes to help fuel a whole new revenue-pumping cycle of healthy demand, for both Best Buy and the entire industry.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Matt StandishPrincipalInteractive Mobile Media

The US Wireless MNOs must consolidate

March 21, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

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