GLG News by GPS Controller Experts (North America)

David WorkmanExecutive DirectorPRO Group

Consumer Confidence Index

June 30, 2008

Analysis of:Consumer confidence nears all-time low | money.cnn.com

Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences

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.

David WorkmanExecutive DirectorPRO Group

There is no room in the middle

June 3, 2008

Analysis of:Sears Loses Out To Costco And Big Lots | www.forbes.com

Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere between a specialist and a discounter. Sears still has tremendous brand equity through its name and its private label goods which is being squandered through a lack of strategic vision for change.

Chris HareChief Executive OfficerThe nTete Group

Fugly?? Is that it?

February 6, 2008

Analysis of:Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com

Nokia communicators reviewed in the US is important, we've missed the point for a while here, so coverage is cool. Seeding the enterprise driven smartphone market with a real device that bridges submini notebooks and high end phones is an important door opener/wedge to get business ready to support phones in a better way. ID isnt everything.  Its not a consumer device - clearly, but you dont use this to look good.

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.

Cathy StaufferOwnerCathyStaufferConsulting

Radio Shack to Game Shack – Why Not?

September 21, 2007

Analysis of:Radio Shack may dive into video games | www.dallasnews.com

I can think of more reasons why than why not.  I’m not saying Radio Shack should copy GameStop but they could clearly build on what they’ve done, and invent something even more interesting. Nintendo didn’t just take market share from Playstation and Xbox with the Wii, they expanded the market, making video games appealing to a whole new segment.  If they were really imaginative, Radio Shack could do the same with their stores.

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.

Cathy StaufferOwnerCathyStaufferConsulting

The iPhone – is it fair to be the first?

September 7, 2007

Analysis of: Apple stock falls after iPhone price cut | news.yahoo.com

Is the privilege of being one of the first to get a highly anticipated, highly coveted item worth paying a premium?  Going into it, many (most) would say yes. After the fact people get agitated. So Apple did something - offered an in-store credit – most would prefer cash - and even went so far as to apologize to customers. Didn’t have to do this but they did and it was the right and fitting thing for the situation.

Cathy StaufferOwnerCathyStaufferConsulting

Portable GPS sales explode and returns start to come down – a wonderful combination.

September 7, 2007

Analysis of:Garmin, Magellan Gain Share in Q2 | www.twice.com

In Q2 the global GPS market more than doubled, and in the U.S. the mobile GPS market grew by almost 300%. As prices come down and portable GPS systems become less of a considered purchase and more of an impulse purchase, sales will continue to grow at an outstanding rate. On the flipside of this explosive growth has been returns as high as 20-30%.

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