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November 24, 2008Bailout the automakers ..no way
Analysis of: ‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
The problem with Detroit is arrogance and know it all..for years now the leadership at Detroit three auto makers insisted on not briniging new and fresh blood from the outside..you do not the autombile industry , you are no good. Yet there are tremendous talents out there that can can help...
November 19, 2008
missing segment.
Analysis of: NanoGram, TEL Enter Thin-Film Photovoltaics Agreement | techon.nikkeibp.co.jp
Author: GLG Expert Contributor
Analysis of: NanoGram, TEL Enter Thin-Film Photovoltaics Agreement | techon.nikkeibp.co.jp
Author: GLG Expert Contributor
see comments
October 15, 2008
Just the beginning of lower electronics revenues, especially NAND and DRAM
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
1. NAND and DRAM already have higher supply than Demand can absorb
2. Housing crisis and oil already hurts consumers
3. Financial crisis double whammy on consumers
4. Evidence of upcoming job losses and sales declines
October 15, 2008
Continued declining outlook for Electronics over next 12 nmonths - Procurement perspective
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
1. Financial Crisis drives consumer weakness
2. Micron is just one fo the first - more to come
3. Buyers are cutting back on orders expecting a consumer slowdown.
October 15, 2008
AT&T decision good due to consumer confidence declines expected
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: GLG Expert Contributor
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: GLG Expert Contributor
1. Financial crisis negatively affects consumer confidence
2. Transitiong to a new std in this financial and consumer confidence crisis
3. Positive move for AT&T based on current market conditions
October 8, 2008Not so fast either...outsourcing continues
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
The writer of the article is seemingly unware of the trends that are taking place in outsourcing to low cost producing countries, including China and India and has not been following the apparent trends that are shifting the landscape not only for large manufacturing companies but even the mid sized...
July 14, 2008Sanctions simply do not work
Analysis of: Despite conflict, U.S. does business with Iran | www.msnbc.msn.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
Sanctioning Iran or Zimbabwe or any such nations is a bad approach to politics as well as economics. It is true as the writer says that the US efforts on sanctions are not coordinated, worse , these measures are never properly enforced and loopholes benefit a select few. More importantly, ecnomic sanctions,...
May 15, 2008
Wind and alternative energy development.
Analysis of: Use of wind energy expected to grow dramatically | www.townhall.com
Author: GLG Expert Contributor
Analysis of: Use of wind energy expected to grow dramatically | www.townhall.com
Author: GLG Expert Contributor
Wind is a key alternative energy where it is available and will not cause a disruption for migratory birds. We need to keep their needs in mind as well. However, there are many windy areas where these systems can and do work and these sites should be expanded. In addition to this, thin film...
May 1, 2008Emerging markets will continue to fuel the growth of global economy
Analysis of: Global steel prices - brace for a correction? | www.reuters.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
The article rightfully points out to the increase in demand for steel products and metals in general and that countries as India, China and the Middle are one big construction site with high demand for raw metals thus increasing prices of the benchmark products such as hot-rolled carbon steel...
April 7, 2008A Disgrace ..is an understatement
Analysis of: Heathrow’s older terminals still a disgrace, travellers say | travel.timesonline.co.uk
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
London Heathrow is a problematic airport, outed over congested and overely expanded facility. But beyond all this it is mismanaged and customer care does not exist in the employees mind. Most business travelers are avoiding Heathrow and traveling out of London City airport , a smaller...
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