GLG News by GPS Hardware Trends Experts: Retailers and Technologists

Chris HareChief Executive OfficerThe nTete Group

Google get it...

September 25, 2007

Analysis of:Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

Mark OskowskyPrincipalWireless Tech

BOM and Cost of Typical Cell Phone

September 20, 2007

Analysis of:Apple Sets iPhone Price at $399 for this Holiday Season | www.apple.com

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced about a year ago. The BOM and price has already considerably fallen down. The phone is comparable to iPhone by Apple. 1. Samsung stacked memory is $2.00 to $3.00 2. TI OMAP – VOX $6 to $12. 3. Infineon Low Noise Amplifier-$0.15 4. RFMD GaAs Power Amplifier-$1 5. National Semi regulator-$0.35 6. The camera module $3 7. GSM transceiver $2 8. Analog ASIC $3 9. Bluetooth -$2. STM 10. Philips FM radio -$1 11. National Semi LED charge pump $0.5 12. SRAM-$1 Total IC BOM $20 to $26. Additional parts $24.

Michael DobsonPresidentTeleMapics, LLC

TomTom and TeleAtlas - What Are the Strategic Implications?

July 25, 2007

Analysis of:TomTom Announces Intent to Acquire TeleAtlas | www.teleatlas.com

TomTom's potential acquisition of TeleAtlas has the capability of sending the Personal Navigation Market, the in-car navigation market and the online local search market into a frenzy of strategic activity. TomTom should be able to reduce its cost of goods and put considerable pricing pressure on other players in the PND Market.  In addition, it seems reasonable to assume that TomTom has the appetite to enter into other other verticals in the overall navigation market. Finally, the acquisition may put TomTom on a collision course with the giants of search (Yahoo, Google, MSN) for the Mobile Location Based Services Market.

Stanley AltermanPresidentAlterman Associates

Nanotechnology has enabled wave based optics to replace photonics, with amazing results

July 2, 2007

Analysis of:Optical Waves Wash Photons Aside | stanleyalterman.blogspot.com

100 years after the birth of the "photon" some bright ex-Disney scientists at Creative Technologyare intent on demonstrating that Einstein’s instincts regarding the wave properties of light will lead to fundamental technology insights and a host of revolutionary optical products. C-Tech is currently designing lensless, filterless cameras capable of accurate and ultra-sensitive spectral imaging on a pixel level via lightwave phased arrays and light engines generating true color for filterless displays and hyper-accurate, extremely rapid spectrometry. Their technology can reduce the size, weight and power consumption of a whole generation of optical and UV devices needed by the military, homeland security and the health industry for a whole range of functions.

Stanley AltermanPresidentAlterman Associates

Social Media and WEB 2.0. While you became mesmerized by MySpace, YouTube and Google, KICKAPPS appeared!

June 27, 2007

Analysis of:Social Media and Web 2.0 | stanleyalterman.blogspot.com

The government, especially every branch of the military, large corporations with a message and image, educational institutions, religious organizations, organizations of all sorts, and a host of other community Website needs to offer effective alternatives to websites like MySpace where students, customers, employees, parishioners, club members, servicemen, their families and government employees can participate in social networking where there can be levels of moderation and reporting that more properly balance the virtues of security, privacy and openness.

Michael DobsonPresidentTeleMapics, LLC

Google will Continue to Dominate Yahoo, Sending Earnings Lower

April 27, 2007

Analysis of:Earning Report Sends Yahoo To 10-Week Low | www.tradingmarkets.com

In the short article that follows we briefly examine the crucial nature of search as it is a powerful driver of advertising revenue on the Web. We believe that Yahoo's revenue challenge is long term and related to the company’s seeming inability to compete with Google in search. We, also examine the hidden strategy behind Google’s potential acquisition of DoubleClick and conclude that the expansion of advertising formats and payout alternatives provided to advertisers may put Yahoo even further behind in the battle for revenues.

Arlen SwensonGeneral ManagerBOBCAT ENTERPRISES, INC.

Positive Outlook Increases Meeting Attendance

January 24, 2007

Analysis of:2007 AED Annual Meeting & CONDEX | www.aednet.org

At the conclusion of the AED’s 88th Annual Meeting & CONDEX, held in Las Vegas on January 16-18, the enthusiasm and optimism for the year ahead was mentioned by many attendees.  This year’s show was one of the highest attended on record in fact.

Total registrations climbed 17 percent from last year’s convention, bringing the number of attendees up to 3,000.  Distributors, manufacturers and service firm attendees from the United States, Canada, and abroad met to discuss the issues and opportunities facing the equipment industry.

Mr. Les Bebchick, President & CEO, Equipment & Systems for Industry, Inc. of Hopkinton, Mass., was inaugurated as the 2007 AED Chairman. Mr. Bebchick delivered an appreciative message on the strengths of the AED organization and how its network is an important bridge to the success of dealers -- big or small -- across North America.

Outgoing 2006 Chairman, Mr. Dale Leppo, President, Leppo Rents/Bobcat of Akron, of Tallmadge, Ohio, was noted for his successful leadership of AED during 2006 and was recognized for his contribution to a successful annual meeting and CONDEX.

The annual meeting concluded on Thursday with a review of the Outlook for the Construction Equipment Industry and a series Executive Seminars on processes for improving dealership business success.

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