GLG News by GPS Experts

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity

April 22, 2009

Analysis of:China Influence Grows With Car Sales | www.nytimes.com

As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.

Tal RaesideManaging DirectorInsight Strategic Services

Wireless Spending Under Scrutiny but Mobile is Here to Stay

March 24, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.

Stanley AltermanPresidentAlterman Associates

EADS in the USA DOD and HS Market

March 23, 2009

Analysis of:EADS still eyeing smaller U.S. buys | www.reuters.com

It is evident that EADS needs to acquire USA DOD industrial strength in the USA independent of the result of their AF tanker program proposed aircraft competition with Boeing. BAE has gained a strong role in the USA as one of the top DOD electroincs and system suppliers as has Italy's  Finmecanica made a major penetration with the DRS Technologies acquisition. I believe UAV systems and avionics represent a growing market for them to consider an acquistion like Axsys, FLIR or other UAV avionic players.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Support for Automotive Suppliers Means More Than Just Incidental Support for GM, Chrysler, and Ford

March 23, 2009

Analysis of:Auto Suppliers TARPed, But Questions Remain | www.forbes.com

Although it may not be transparent to many Americans, automotive Tier suppliers are usually linked to multiple OEM's. The failure of some of these Tier suppliers could interrupt component supply not only to GM and Chrysler, but to Toyota, Volkswagen, Nissan, Hyundai, and others. So, it is crucial that these suppliers are supported and find appropriate financing during these very tough economic times.

Tal RaesideManaging DirectorInsight Strategic Services

Mobile Video - Not a Slam Dunk

March 16, 2009

Analysis of:A Tough Sell: Movies on Small Screens | www.nytimes.com

Mobile video is appealing but has obstacles to mass adoption.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia: Beware of the Laptop Market

March 16, 2009

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

In the quest for future growth, Nokia is considering entering the laptop market.  While the idea has some appeal, Nokia should avoid this strategy.

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.

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