GLG News by RFID Semiconductor Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

American Trucking Association Freight Tonnage Index Signals A Slowdown?

July 27, 2010

Analysis of:ATA Truck Tonnage Index Fell 1.4 Percent in June | www.prnewswire.com

The American Trucking Association (ATA) seasonally adjusted truck freight tonnage index shows a negative trend for the last two consecutive months (May and June). It’s not viewed as a positive for freight planners - and the rest of us.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening US economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing freight demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of:Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Analysis of:Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Expect Truckers Profit’s To Look Good For 2010 - JB Hunt Offers Insight Why

July 19, 2010

Analysis of:J. B. Hunt's Earnings Jump on Increased Demand | www.truckinginfo.com

JB Hunt Transport Services profit jump for the second quarter 2010 is great news after the now several year trough we have been running in. As written here before, I am a fan of JB Hunt for a variety of reasons, but a quick look at their numbers shows us what is going on in the different segments. History tells us to put it all in perspective - and always be cautious with what we are seeing - AND utilization is where the real $$$ is!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Flying J & Pilot Truck Stops Cleaning Up Loose Ends - Creates Mega-Player

July 12, 2010

Analysis of:Pilot, Flying J complete merger | www.ccjdigital.com

The lining up of business models of Pilot Corporation and Flying J is nearing completion, so we can take a snapshot of the new model moving ahead. It’s smart for Pilot to keep Flying J as a brand for the huge “renegade” smaller fleet / owner-operator market, then try to win them over. There are numerous other positives, but truckers are still wondering about fuel pricing.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Problems Continue With YRCW Profit Model - Especially Compared To Competition

July 7, 2010

Analysis of:Saving Teamster Pensions | www.tdu.org

Excess capacity in Less-Than-Truckload (LTL) sector continues to be troublesome - more so than with truckload (TL). The basic profit a model within LTL also presents problems for some, as does utilization and the sales-revenue picture. Our colleague John Schultz has well-outlined the Teamster cost issues at YRC Worldwide, so we’ll summarize those with other issues to keep in mind.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Stevens Transport Orders New Paccar KW Model - Plus A Pick-Up For Cummins SCR

June 25, 2010

Analysis of:Stevens Transport orders 500 Kenworth T700s | www.ccjdigital.com

Paccar, Inc. gets a significant commitment for their new Kenworth T-700 aerodynamic from Stevens Transport of Dallas. Stevens ordered 500 trucks, and stuck to their 15-Liter engine approach replacing Caterpillar, Inc. C-15 with Cummins, Inc. ISX at 400 horsepower. While it’s not a huge order per some peoples’ metrics, it’s a big one in the premium truck and refrigerated sectors - and one to follow.

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