GLG News by RFID Semiconductor Experts

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking Program - Update From The Border (EOBR Included)

March 16, 2011

Analysis of:Ferro Explains FMCSA Approach to Mexican EOBR Decision | www.truckinginfo.com

The Mexico Cross-Border trucking problem resolution is seen by most involved in it as positive, but it's adoption will be slow for many reasons. FMCSA's discussion of such at the Truckload Carrier Association meeting this week highlighted the Electronic On-Board Recorder (EOBR) issue - meaning why we are buying EOBR's for Mexican Carriers. There are other more important considerations.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer & Truck Underride Issues Are Not Simple - But Expensive & An Opportunity

March 5, 2011

Analysis of:Insurance Institute Wants Underride Guard Improvements | www.truckinginfo.com

Cars underriding BIG trucks and trailers rear-end and sides have been going on for decades. I offer as a historian that there have been many improvements in minimizing the effects of such, but we keep changing other things that increases the risk. Could higher Gross Weight Combination help here? We offer that it would...

Jay ThompsonPresident and General ManagerTransportation Business Associates

YRCW Numbers Follow LTL Market - Yet Dependent On Economic Recovery & Oil Price

March 2, 2011

Analysis of:YRC Reaches Tentative Agreement on Debt Restructuring | www.truckinginfo.com

YRC Worldwide announced they were offering another debt for stock deal to keep things going. Some folks calculate we still have excess capacity in the Less-Than-Truckload (LTL) sector, so what does this mean for YRC's profit potential? Then there is the oil price impact on the consumer, trucking rates and flowing fuel costs.

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Diesel Engine Trends - Integrated Approaches Showing In Market Share

February 21, 2011

Truck-builders are moving toward putting their own engines in their own trucks / buses (internal / vertical integration) addressing a variety of issues including cost, profits, complexity, etc. Cummins Inc. and (now non-player) Caterpillar, Inc. share has been displaced by integrated approaches of Volvo, Paccar, Inc and Navistar Corporation. That trend is showing up in the Wards Communications numbers, which we our share "derived share-info" in the following.

Gerry ChristensenFounder and CEOWireless Waypoint

Sprint should consider both LTE and Differentiation

February 15, 2011

Analysis of:Sprint: Decision on LTE likely in four to six months | www.fiercewireless.com

In some ways, Sprint should be the same: they should go with LTE In other ways, Sprint should differentiate: they need to upgrade their PTT offering to one that is reliable yet offers compelling feature/functionality.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Aftermarket Parts and Service Sector Really Growing - Can OEM's Take Share?

February 12, 2011

Sales of "part's" for vehicles / equipment in-service are the most profitable part of a durable goods business. Trucking is no different, but offers bigger growth potential today - and in the future. Those well-positioned in the after-warranty space will see more opportunity. With new truck pricing, tougher financing, etc. - older trucks are being put back into service and kept longer. Therein lies more opportunity.

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