GLG News by GPS Experts (North America)

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet

September 1, 2008

Analysis of:Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com

There are other mechanisms to achieve where GM, Ford, and Chrysler need to be in terms of technology and product. The loans will be little more than a taxpayer funded bailout. GM, Ford, and Chrylser have not learned from the ample lessons they have had in the past, what assurances are there that they will this time.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Autloiv's Investment in Sensors Makes Good Sense

August 18, 2008

Analysis of:Autoliv to Acquire Radar Sensors Business of Tyco Electronics | www.tradingmarkets.com

Certain parts of the automotive passive and active safety original equipment market are moving towards commodity status, with volume being the key to future profitability. Tier One safety equipment suppliers must invest in those technologies that will bring greater value and margins.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

How Much Deeper and How Much More will GM and Ford Have to Cut to Right Size?

July 29, 2008

Analysis of:GM cuts truck shifts to meet lower output target | www.reuters.com

GM, and Ford, are the victims of too much focus on the American market, for far too long, at the expense of the world market. GM, and Ford, must continue to shift away from, and write down production and assets focused on truck and SUV production. How much will GM and Ford have to give up, to survive?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Toyota is Showing a Move Towards What Others are Already Finding Key to Profitable Automotive Production - Flexibility

July 21, 2008

Analysis of:Toyota to make Prius, not SUV, at new US Plant | www.reuters.com

Toyota's announcement that the new Mississippi facility will produce the Prius is a smaret decision to increase capacity for a marketable product, with variant potential for the future. Toyota's temporary suspension of production in Indiana and Texas to reconfigure the plants for greater product flexibility is a model already proven to be a smart capital investment strategy by Nissan and BMW. Toyota is also indicating with this article a philosophy for world cars, as demonstrated by Prius production for other markets.

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

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most

June 30, 2008

Analysis of:AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION | www.aemag.com

With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride out the storm. Johnson Controls is one of those companies positioned well to maintain and to grow in the current, difficult market.

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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Ibiquity Has Significant Potential That Will Be Realized Through HD Radio

June 9, 2008

Analysis of:Pumping Up the Volume: HD Radio Touts Price Cuts | www.investors.com

The new price point for HD receivers will mean signicantly more volume of units in automotive OEM applications, potentially surpassing one million units installed in OEM applications by early 2009. Unlike Sirius and XM, Ibiqiuty's HD radio is finding an audience in Asia and in Europe. Ibiquity is entering into unique partnerships with Apple and Navteq, that will enhance the functionality of HD radio.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Volkswagen Announcement in July Will Be a Bright Spot in an Otherwise Gloomy Automotive Mont

June 9, 2008

Analysis of:Decision on VW plant still on track for July announcement | www.chicagotribune.com

Volkswagen recognizes they have to produce in the US to growth the US market share. The same formula has worked for the other German, Japanese, and Korean transplants. Expect the factory to be flexible enough to produce both Volkswagen and Audi products, since they share platform and powertrain components. Also, expect the factory to be positioned as an export center for VW and Audi products produced with US components with a US dollar basis.

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.

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