GLG News by RFID Semiconductor Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Arrow Asset Auctions - The Stuff Is Now Gone, So Now It’s About Courts & Numbers

June 17, 2010

Analysis of:Second day of Arrow Trucking auction brings higher bids | www.tulsaworld.com

The Arrow Trucking shutdown and ultimate bankruptcy has been written about before and offers many lessons. The auctions of this past week pretty much closes out the hard asset issues and is a reminder of what balance sheets turn into in liquidation. If nothing else, some people thought they got some deals.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Economic, Freight & Truck Sales Uncertainties

June 14, 2010

Analysis of:Economic Indicators Mixed On Continued Uncertainty | www.truckinginfo.com

We all know consumer spending drives freight demand, which affects new truck sales. Auto sales and home building accelerate the swings in the logistics world. Financing affects each of these issues, but all have something in common still today and as we look into the future - uncertainty!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Transport Outlook: Flat Growth Due To Slowing Freight Levels & More Regulations

June 3, 2010

Analysis of:Top Transport Concerns: Sluggish Economy, Unwise Legislation | www.worldtrademag.com

There have been numerous rosy pictures being painted about the US economy and the trucking rebounding robustly. We are realists - and also somewhat contrarians as compared to others. While things are definitely off the bottom, we fail to see from our ground level vantage point what will power the freight sector growth ahead. The referenced article gets it right when truckers’ planners assess the freight market and the regulatory environment.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Walmart Asking Their Suppliers For Shipping & Backhaul Opportunity - It's Smart!

May 23, 2010

Analysis of:Wal-Mart Asks Suppliers to Cede Control of Deliveries | www.bloomberg.com

The buzz in the logistics circles around Walmart is what the decision to take on inbound freight with their own trucks means. While there are thousands of analyses about every aspect of Walmart business by almost everyone from academia to consultants plus those doing the work, we offer the following from ground level regarding just a couple of the aspects of it.

Jay ThompsonPresident and General ManagerTransportation Business Associates

IdleAire - Is 3rd Time Charm Or 3-Strikes You're Out? Idle Options….

May 18, 2010

Analysis of:IdleAire to Reopen at 23 Locations | www.ttnews.com

The changing issues within trucking plus on-the-road experience with idle reduction systems are leading many users to look at newer, simpler and more integrated offerings. With the increasing number of idle restrictions being implemented, the on-board solutions are coming on fast. We offer the following update from our perspective.

Jay ThompsonPresident and General ManagerTransportation Business Associates

JB Hunt Big Navistar Prostar Order Not A Big Surprise

May 14, 2010

Analysis of:Navistar to Supply 5,000 ProStar+ to J.B. Hunt | www.truckinginfo.com

JB Hunt Transport Services announced their 5-year commitment to buy 5,000 Navistar Prostar+ trucks with the 13-Liter MaxxForce engine. This is great news for Navistar and a vote of confidence for Navistar’s Exhaust Gas Recirculation engine approach, but not unexpected when one thinks through each of their histories.Truck buyers look at a mix of brand / dealer relationships, how products performed, at fairness in the deal and then the deal ($$)! It’s similar to most car buyers process....

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer Sales To Be Fed By Major Fleets Planning For CA “SmartWay-type” Mandate

May 7, 2010

Analysis of:Wabash Widens Net Loss in First Quarter | www.truckinginfo.com

Operational and equipment-related regulations have historically had separate implementation processes. Operational ones like with compliance (hours-of-service, CSA 2010, recorders, etc.) or even State / local rules (idling, parking, etc.) take place on set dates for everyone. Equipment regulations are generally implemented more through normal “wear-out” of the equipment. When we mandate equipment issues, it causes all kinds of behavior out of the norm. We expect to see such with trailers now.

Hany SalamaVice President, Worldwide OperationsNEOSTRATA COMPANY, INC.

CROs - Beyond Cost Savings

May 6, 2010

The concept of utilizing Contract Research Organizations (CROs) is not foreign to many large and small pharma and biotech organizations. However, in today's competitive markets, pharma and biotech organizations are looking beyond the costs savings and focusing on how they will be leveraging CROs to advance drug discovery and development. Organizations are now viewing CROs as a strategic asset and a key contributor to the drug development process.

Jay ThompsonPresident and General ManagerTransportation Business Associates

TransAm Trucking Replacing Almost All Trucks - Powered by 2010 Paccar MX Engines

April 26, 2010

Analysis of:TransAm Trucking Orders New Kenworths With MX Engines | www.truckinginfo.com

For us who see the marketplace as moving slowly from 15 to 13 Liter engines, some folks prove us wrong. There is always “the rest of the story” adding fuel to the fire, which here has to do with service.

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