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GLG News by Council Members Knowledgeable about Steel Castings

Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
August 13, 2007
A battery alone does not make a car.
Analysis of: Will GM Blow It? The Detroit giant may actually have an edge in hybrid technology. But ... (www.slate.com)
Is a perceived lead in lithium ion battery technology enough, by itself, to give GM an edge in the US market over Toyota? The answer to the question is a no-brainer (sorry!), NO, Li-Ion ALONE WILL NOT GIVE ANYONE THE LEAD OVER THE OTHERS ON HYBRID TECHNOLOGY…… However, it will give them the freedom...
George Dorkhom, President and Managing Partner
George Dorkhom, President and Managing Partner
AD&A Worldwide
August 13, 2007
Turnaround management in industrial and automotive
Analysis of: CAN NARDELLI HELP CHRYSLER (Wallstreetjournal.com)
I think it is unfair to Label a CEO as "Six Sigma" management style, as a CEO has many management tools in his tool box, one of which is Six Sigma. A CEO is a leader with a vision for strategic initiatives and can assembele a team that buys-in and deliver results. I do not know Mr. Nardelli, However,...
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
August 10, 2007
Automakers response to declining SUV sales
Analysis of: Muzzling the Guzzlers: High Gas Prices Drive Effort to Remake SUVs (online.wsj.com)
Market sector demand is decreasing. What are automakers doing to reverse the situation?
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
August 9, 2007
What is really going on at and with Chrysler?
Analysis of: Between the speeches, it's all Chrysler, all the time (www.autonews.com)
Banks, Cerberus and the future of ChryslerPossible perspectives of Tom LaSordaWill UAW play ball?Likely Chrysler strategy
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
July 16, 2007
35mpg, hydrogen, hybrid, plug-in - Change has to be managed in stages
Analysis of: Ford: Hydrogen-Powered Cars May Reach Showrooms In 5 Years (online.wsj.com)
Ford Motor Co, as may other OEMs must keep momentum with their own developments and keep track with the changing technology advances of this industry. Especially Ford has to do something to keep their vehicle line-up interesting and appealing for the end customer, to be recognized as an innovator and...
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
July 13, 2007
Russia is growing, but regrettably, this is not the report of a success story… At least not yet!
Analysis of: Nissan Plans Russian Output in 2009 (www.nytimes.com)
Together with Romania, Bulgaria and Hungary, Russia is now, more than ever, luring the automotive industry to develop a well functioning local market.
July 5, 2007
Capacity Expansion Out Grows Demand for '07
By a GLG Expert Contributor
Analysis of: Semico: IC industry in 'downturn' (www.eetimes.com)
1. Large Capex spending in '06, leads to excess capacity in '07, and declining revenue 2.  Lower Capex in 07 looks to be leading to strong growth predictions for '08 for Semi's
July 5, 2007
Semi Capacity Growth - Effect on DRAM Pricing
By a GLG Expert Contributor
Analysis of: How Flash and DRAM are spicing up the industry (wps2a.semi.org)
1. Significant increases of Semi fab capacity coming online in 07-08 will limit price growth for DRAM and Flash, depending on how end user demand materializes. 2.  Significant decline in new fab spending in 07 (3%) vs, 06 (25%) may create supply shortages in 08 if end user demand continues gro...
July 5, 2007
DRAM - Has DRAM Pricing Hit Bottom?
By a GLG Expert Contributor
Analysis of: DRAM contract price likely to see improvement in July (www.digitimes.com)
1. Discusses possible halt to DRAm declines 2. Provides possible reason for improving outlook
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
June 25, 2007
The new strategy?
Analysis of: Ford celebrates the revival of Taurus (www.freep.com)
500 to Taurus, Quality first, make the masses aware of the “new Ford”…. is this the holly grail, the way out?

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