GLG News by GPS Experts (North America)

Tal RaesideManaging DirectorInsight Strategic Services

Smartphones, MIDs and Netbooks - Can They All Coexist?

March 13, 2009

Analysis of:Intel Readies Push Into Mobile Intenet Devices | www.businessweek.com

As the mobile Internet age is upon us, the consumer electronics industry is flirting with a category of devices between phone and laptop computers.  This clumsily-defined hybrid category (or categories) may have a hard time thriving.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Chewing Before Swallowing

March 5, 2009

Analysis of:Nokia considering entering laptop industry | www.reuters.com

Chewing before swallowing. It may be an elephant this time. When Nokia can not swallow the current hot smart phone soup and looking over other table's dish for internet content from PC, it could end up with no meal in either table. Late 90, Intel announced so many times wanting to enter communication market. What is Intel's position in the handset market today? Bottom line is that business models are fundamentally different between PC and handset market. PC is driven by performance and handset is driven by delivery. It is impossible for one of them to transform from one to another.  Nokia may spell "P" into profit and "C" into cheap. But the point is that Nokia has no experience in PC business.  Take away: Do not read too much. Giants like Intel or Nokia, talk nonsense sometime. The information released, while reading between the line, showing that Nokia is in denial mode of failing smart phone market and does not know what to do about it.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The End of Chrysler as We Have Known It

February 23, 2009

Analysis of:Chrysler Unlikely to Stand Alone | www.autonews.com

Chrysler has submitted a plan for a stand alone survival that is based upon the market yielding unrealistics sales, market share, and concessions from the supplier base. If Chrysler does have a partner moving forward, it makes more sense that it is Fiat, a Chinese manufacturer seeking a delaership and logistics network in the U.S. market. A GM merger makes the least sense, and most likely would mean further resource drain for GM.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Honda's Announcement Is No Surprise - Now the Task Is To Identify the Best Positioned

February 2, 2009

Analysis of:Honda Lowers Profit Forecast for 4th Time | www.iht.com

Honda and most other OEM's will forecast lower sales and lower profits, if any, for 2009 and most likely 2010. The indicators of future success will be those OEM's remaining steadfast in their investment in fuel efficiency technology, hybrid technology, and globally positioned world car platforms. Not all OEM's will demonstrate this. Most likely, more brands will disappear in the next two years.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Downturn in the Automotive Industry Will End, and the Survivors Can Be Predicted

January 12, 2009

Analysis of:U.S. Drivers Keep Autos Longer, Shun Showrooms on Job-Loss Risk | www.bloomberg.com

This article regarding automotive sales is very accurate. Consumer confidence in their income and wealth growth prospects drive automotive sales. But we can predict the OEM's and Tier Suppliers and technologies that will emerge as survivors and as investment potentials. Also, historically similar downturns are followed by a surge in replacement demand for new vehicles.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Do Any of America's Big Three Automotive Companies Have the Staying Power and Product Pipeline to Make It To Better Times?

November 10, 2008

Analysis of:Running on Fumes: GM could soon run out of cash | www.forbes.com

Detroit's Big Three have several obstacles to overcome; the question is will they have the ability to withstand this perfect storm? Consumer confidence is shaken, financing is impossible or difficult, product mix doesn't meet market demands, alternative energy development and emission compliance is tremendously expensive, and the cutbacks and draw downs affect employee morale and leads to a loss of talent. Who, if any, will survive as a stand alone company?

Tal RaesideManaging DirectorInsight Strategic Services

Microsoft and RIM: Oil and Water

October 22, 2008

Analysis of:Will Microsoft Buy Research in Motion? | www.businessweek.com

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Tal RaesideManaging DirectorInsight Strategic Services

MOT is Still Alive

October 17, 2008

Analysis of:Motorola introduces touchscreen phone | tech.yahoo.com

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

Tal RaesideManaging DirectorInsight Strategic Services

AT&T: LTE Can Wait

October 16, 2008

Analysis of:AT&T: 3G to hold out for 2-3 more years | www.electronista.com

AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.

Tal RaesideManaging DirectorInsight Strategic Services

Apple’s iPhone Raises the Bar

October 14, 2008

Analysis of:NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com

Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices and a better user experience.

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