GLG News by GPS Experts

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.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Focus Wireless's Business Model

March 18, 2008

Analysis of:Focus Media's Subsidiary Accused Of Sending Chinese Spam Wireless Messages | www.chinatechnews.com

Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc...  Focus Wireless then tries to target the mobile subscribers with targeted advertisements via spam SMSs.  The SMSs are sent out by its subsidiary companies or its partners. The problem of Focus Wireless is the scale to which they have employed this kind of questionable business practice.  They claim that they can reach 200 million subscribers.  The CCTV's investigation has created a discussions and debates on the Internet on where the boundaries lie for SMS-based targeted advertisement. 

Christopher BoonePresident & Chief Executive OfficerCimbal Holdings, LLC

iPhone Business Adoption Highly Unlikely

March 14, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

Security issues + poor keyboard form factor + lack of Exchange 2003 compatibility + high cost all equate to lack of adoption by businesses as RIM replacement.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

With Porsche's Takeover of Volkswagen, What Will Be the Expected Changes That We Should See In Our Next Porsche or Volkswagen?

March 4, 2008

Analysis of:Porsche to Get Majority of Volkswagen | www.autonews.com

Porsche's takeover of Volkswagen should result in improvements for both companies. Porsche will have access to a much larger base of research and development capital for future Porsche models, will have access to Volkswagen distribution network and supplier base, and will certainly see financial benefits as a result. Volkswagen should benefit from Porsche's Marketing and Sales strengths for the Audi and Volkswagen brands, Porsche's manufacturing model and quality model, and will be able to spread research and development costs over a broader range of product.

Tal RaesideManaging DirectorInsight Strategic Services

Displacing the DVR - Not So Fast

February 26, 2008

Analysis of:Locking in Viewers to Watch the Commercials | www.nytimes.com

Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

FLIR's Infrared Technology is More Than Just a Bright Ligh in the Dark

February 25, 2008

Analysis of:FLIR Q4 Profit Up, sees FY08 Results Above Market View | www.reuters.com

Infrared technology, as developed by FLIR, is a technology that is suited for demands of future military, commercial, and thermography needs. So the expectations of future growth are indeed realistic. The technology supports security, safety, and efficiency, all of which are growing demands for the military, for vehicle applications, and for facility maintenance worldwide. And key partnerships are paving the way for FLIR to meet the volume of product this demand stream will require.

Tal RaesideManaging DirectorInsight Strategic Services

RIM - Beware of Pre-Paid

February 21, 2008

Analysis of:Alcatel-Lucent Plans Prepaid Option for BlackBerry | www.redorbit.com

Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution.  Pricing is key to this initiative, which if not priced correctly, will backfire.

Tal RaesideManaging DirectorInsight Strategic Services

Flat Rate Pricing in Mobile - a Tricky Bet

February 21, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.

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