GLG News by GPS Experts
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...
Analysis of:
Osram Reports 155 lumen and 136 Lumens per watt R &D LED (www.ledsmagazine.com)
1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...
Analysis of:
Hold off on WiMax investments, Gartner cautions (www.networkworld.com)
The equipment, semiconductor market for WiMax. Software, services and applications on WiMax
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...
Analysis of:
Consumer confidence nears all-time low (money.cnn.com)
Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences
June 30, 2008
Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most
Analysis of:
AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION (www.aemag.com)
Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most
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...
Analysis of:
Nortel, Alvarion in wireless pact (biz.yahoo.com)
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...
Analysis of:
Apple may soon be free from AT&T (news.cnet.com)
The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...
Analysis of:
Early teardown: iPhone 3G could cost Apple as little as $100 (apple20.blogs.fortune.cnn.com)
The semiconductor and other component's margin would be lower.
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...
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