GLG News by GPS Experts
Analysis of:
The U.S. Closes the Mobile Innovation Gap (www.businessweek.com)
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
Analysis of:
Smart-Phone Sales Growth Slows As Consumer Demand Declines (online.wsj.com)
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.
Analysis of:
Red Hat buys virtualization company for $107M (triangle.bizjournals.com)
Talk about "hair on fire."
September 1, 2008
Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet
Analysis of:
Carmakers Deserve Loan Guarantees, G.M. Official Says (www.nytimes.com)
Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet
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...
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.
Analysis of:
What's so bad about foreign oil? (www.latimes.com)
Let's consider some interesting information on drilling for oil and allowing oil shale leases. In my opinion, we need an “all of the above” strategy to energy with the goal to make US independent of foreign energy sources as soon as possible. This includes, conservation, CAFÉ standards,...
Analysis of:
Cloud Computing: Anything as a Service (www.cioinsight.com)
Cloud computing will increase productivity, reduce technology burdens, and improve cash flows as monthly subscriptions/utility services. While we are at the forefront of a new technology generation, SaaS/cloud computing will evolve and as it does, client installed software, locally stored data...
Analysis of:
Cree Announces Small Footprint XPC and XPE LED's (www.ledsmagazine.com)
!. The introduction of these new LED's from Cree will alllow Cree to be able to compete both in applications where a smaller form factor is needed, and in applications such as linear strip lighting where a wider viewing angle LED is required. 2. This smaller form factor package is probably less costly...
Analysis of:
Texas Size Savings, United Supermarkets USes GE Illumination LED Refrigerator Display LIghting to slash costs (www.ledjournal.com)
1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...
Analysis of:
Avago Technology Names New CFO (news.moneycentral.msn.com)
1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...
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