GLG News by RFID Semiconductor Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

We Need To Regulate (Throttle Down) The Regulators

June 21, 2011

The Information Age has led to tremendous productivity gains in every aspect of our lives - and in the logistics world. We have just seen the tip of the iceberg of what will come. In our and other's view, it seems to have also accelerated the Federal / State Government regulator's notion that - if it's interesting data, let's figure out how to put a rule, regulation and fee around it.

Gerry ChristensenFounder and CEOWireless Waypoint

Linkedin Successful IPO – What it Means

June 2, 2011

Analysis of:LinkedIn IPO likely a success, but risks real | www.reuters.com

The Linkedin IPO was successful in so much as it provided capital for expansion.As expected, the initial pop in share price occurred and then came back down to a more reasonable level.The long-term success of Linkedin will be measured by how well they can monetize their core offerings while attracting advertisers.

Jay ThompsonPresident and General ManagerTransportation Business Associates

US Truck Manufacturer "Orders Versus Deliveries" Numbers

May 30, 2011

North American (NA) Class 8 truck "orders" continue to show almost record numbers, which some don't think reconciles well with the real deliveries to come, the true freight market and today's choppy economic marketplace. History and surveys of dealers and financiers give some insight into the disconnect - meaning orders versus trucks being delivered to truckers. Truck sales people are looking for financing everywhere, which leads to some upstarts making promises - but that's another story...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Can Government Really Help With Shipper-Receiver Dock Delays?

May 20, 2011

Analysis of:OOIDA, ATA face off over dock delays | fleetowner.com

The American Trucking Associations (ATA) and Owner Operator Independent Driver Association (OOIDA) are both right in their opposing views regarding dock delays. The real issue in our mind comes from whether lawmakers can really address it - and get it fair and right. History says...

David ColeDirectorChelgate Systems Ltd

EMV Smart Cards and the US Market

May 19, 2011

Is EMV coming to the US with all this means. Spend on terminals, ATM, payments software, processing facilities, fraud services, security systems and retail banking systems to name a few. Impacting companies such as, all of the banks, VeriFone, Hypercom, Ingenico, NCR, TSA, First Data etc:

Jay ThompsonPresident and General ManagerTransportation Business Associates

Wabash National Trailer Sales Benefitting From A Variety Of Factors

May 8, 2011

Analysis of:Wabash Reports Increased Income On Major Trailer Shipment Increase | www.truckinginfo.com

Wabash National Corporation is seeing a significant growth in sales, due to a variety reasons - including increased numbers going to their well-financed fleet customer base. We expect to see continued good sales - so the next major job for them is to turn that into better profits..

Gerry ChristensenFounder and CEOWireless Waypoint

News Revenue Depends on More than Advertising: Targeted Content

May 4, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

While it is true that most people equate Internet and online with "free" and will thus not pay for (normal) newspaper material online, they will pay for highly targeted content.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trucker Hour-Of Service / EOBR Decisions Are Highly Political - Duh!

April 23, 2011

Analysis of:Former FMCSA Chief Speaks out on HOS, EOBRs | www.truckinginfo.com

The ongoing Hours-Of-Service (HOS) and Electronic On-Board Recorder (EOBR) issues are political and emotional. Deborah Lockridge in Heavy Duty Trucking well represents comments from former Federal Motor Carrier Safety Administration (FMCSA) head John Hill at the recent National Private Truck Council meeting. His hindsight vision is clear. The real benefactors are the IT players selling upgrades to their big clients and units / software to smaller carriers - e.g. Qualcomm, PeopleNet, Xata...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Louisville Truck Show & More Recent Financing Discussions

April 17, 2011

The truck and trailer financing folks we work with (and talk to) are scratching their heads. The projected truck orders don't seem to match well with the numbers of those who are approved credits. The trailer market is different for other reasons, but is where there are some reasons to see continued strength. In the following, we offer an update.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mid-America Truck Show Update - Optimism and Caution!

April 8, 2011

Analysis of:Fuel Economy Key Theme at Mid-America Show | www.truckinginfo.com

The accompanied article by Debra Lockridge of Heavy Duty Trucking magazine gives a good overview of the big industry suppliers' theme last week at the biggest truck show in the world - the Louisville Truck Show (Mid-American Truck Show / MATS). While that theme was fuel mileage on new products, there were other as (or more) important discussions on-the-floor that had different priorities - including new Information Technology issues and current engine performance...

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