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GLG News by GPS Evaluators (North America)

Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Running on Fumes: GM could soon run out of cash (www.forbes.com)
Detroit's Big Three have several obstacles to overcome; the question is will they have the ability to withstand this perfect storm? Consumer confidence is shaken, financing is impossible or difficult, product mix doesn't meet market demands, alternative energy development and emission compliance is...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Job Cuts at Renault Spark Strike (news.bbc.co.uk)
As a result of soft sales, and soft volume projections, Renault must reach lower labor numbers through voluntary reductions. The pressures at Renault have been more intense than at other European OEM's as Carlos Ghosn applies pressure on vehicle development and launch timelines. The pressures,...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says (www.nytimes.com)
There are other mechanisms to achieve where GM, Ford, and Chrysler need to be in terms of technology and product. The loans will be little more than a taxpayer funded bailout. GM, Ford, and Chrylser have not learned from the ample lessons they have had in the past, what assurances are there that...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Autoliv to Acquire Radar Sensors Business of Tyco Electronics (www.tradingmarkets.com)
Certain parts of the automotive passive and active safety original equipment market are moving towards commodity status, with volume being the key to future profitability. Tier One safety equipment suppliers must invest in those technologies that will bring greater value and margins.
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: GM cuts truck shifts to meet lower output target (www.reuters.com)
GM, and Ford, are the victims of too much focus on the American market, for far too long, at the expense of the world market. GM, and Ford, must continue to shift away from, and write down production and assets focused on truck and SUV production. How much will GM and Ford have to give up, to survi...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Toyota to make Prius, not SUV, at new US Plant (www.reuters.com)
Toyota's announcement that the new Mississippi facility will produce the Prius is a smaret decision to increase capacity for a marketable product, with variant potential for the future. Toyota's temporary suspension of production in Indiana and Texas to reconfigure the plants for greater product flexibility...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION (www.aemag.com)
With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride...
Eric Gakstatter, Principal
Eric Gakstatter, Principal
Discovery Management Group, Llc
Analysis of: Codeless and Semi-Codeless Access to the Global Positioning (edocket.access.gpo.gov)
The DoD's proposal would essentially obsolete legacy high-end GPS receivers after Dec. 31, 2020. The DoD estimates there are approximately 250,000 of these in use today. The replacement cost of each receiver is $10-20,000 each.  This action introduces uncertainty into the high-precision GPS...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Pumping Up the Volume: HD Radio Touts Price Cuts (www.investors.com)
The new price point for HD receivers will mean signicantly more volume of units in automotive OEM applications, potentially surpassing one million units installed in OEM applications by early 2009. Unlike Sirius and XM, Ibiqiuty's HD radio is finding an audience in Asia and in Europe. Ibiquity is entering...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Decision on VW plant still on track for July announcement (www.chicagotribune.com)
Volkswagen recognizes they have to produce in the US to growth the US market share. The same formula has worked for the other German, Japanese, and Korean transplants. Expect the factory to be flexible enough to produce both Volkswagen and Audi products, since they share platform and powertrain components....

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