GLG News by GPS Experts (North America)

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy

May 22, 2008

Analysis of:Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com

Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more OEM US manufacturing operations that are supporting world car platforms. US factories could become significant exporters of certain models.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Freescale Is On A Roll In Multiple Automotive Markets and Applications

May 16, 2008

Analysis of:Freescale, Chery Team Up to Develop Automotive Electronics Technology in China | techon.nikkeibp.co.jp

The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well positioned to continue to be the dominant semiconductor supplier to the worldwide automotive market, driven by continued strong demand for chipsets for new applications, resulting in greater numbers of chipsets per vehicle, and strong vehicle unit sales in Asia and in Eastern Europe.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth

May 5, 2008

Analysis of: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.

Tal RaesideManaging DirectorInsight Strategic Services

Mobile Voice and Data Share the Throne

April 30, 2008

Analysis of:CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com

While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience - marrying voice and data.

Tal RaesideManaging DirectorInsight Strategic Services

Net Neutrality Debate Not Going Away

April 23, 2008

Analysis of:Virgin Media May Ignore Network Neutrality | www.eweek.com

Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.

Tal RaesideManaging DirectorInsight Strategic Services

Microsoft and Retail - Tempting but Risky

April 22, 2008

Analysis of:RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com

Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return

April 18, 2008

Analysis of: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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Department of Justice is Accurate in the Ruling of Sirius/XM Merger - No Problem

April 8, 2008

Analysis of: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.

Tal RaesideManaging DirectorInsight Strategic Services

Sprint’s Long Road to Recovery

April 3, 2008

Analysis of:Sprint’s New Customer Retention Employee Incentive Plan | www.wirelessweek.com

Sprint has never hit full stride since its Nextel acquisition in 2005, and its new CEO is making several changes in an attempt to put the company back on track.  The first few steps are on target but the company has a risky bet in WiMax and little margin for error with its operations.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

SiRF Results are Aligned with Predictions of the Future of the PND Product and Market

March 31, 2008

Analysis of: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.

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