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Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Savvy Trucker JB Hunt Heads East, By Train!

November 17, 2009

J.B. Hunt Transport Services, Inc. Announces Eastern Rail Deal | markets.on.nytimes.com

Truckers traveling via train? Yep, the smart ones do so with increasing frequency. Earlier this month, J.B. Hunt Transport Services Inc. announced that its already successful “Secret Formula” for Intermodal success will henceforth include much more of a current ingredient, one known as “NSC” or Norfolk Southern Corporation, which reported Intermodal revenues for this year’s 1st nine months of just slightly less than JBHT’s $1.2 billion of Intermodal biz. for the same three quarters.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Truckers need Grief Counseling more than financing!

November 12, 2009

Used truck values fall 45% in last 10 months! | www.nada.com

The brutal numbers displayed in the NADA Nov. '09 report of ever-declining used truck values! The markets now value a 3-year old truck at 45% less than its market value of just ten months ago! You can read the latest NADA Commercial Truck Market Update via this link: http://www.nada.com/B2B/home/home.asp

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Secret Formula JB Hunt Transport Doesn’t Want You to Know!

November 3, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

Working quietly from deep within the beautiful but rather remote corporate offices of J.B. Hunt Transport Services Inc. in peaceful Lowell, AR, a sharp and select group of savvy truckers & financial wizards have, together, written, tested, and applied a “Secret Formula” that is now consistently generating trucking company revenues, operating margins, and net incomes, the likes of which have never before been accomplished in the otherwise dull and now financially beleaguered North American commercial freight transportation world!

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

LED Industry Continues Progress to Repalce Incandescent Light Bulb

November 2, 2009

Cree Demonstrates Record Breaking LED LIght Bulb | finance.yahoo.com

1. Cree and Philips are among the first LED firms to demonstrate prototypes of an LED replacement for the A19 size standard incandescent light bulb.2. There are numerous firms competing for the government prize for creating a production worthy A19 incandescent replacement.

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