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GLG News by GPS Experts

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....
David Workman, Executive Director
David Workman, Executive Director
PRO Buying Group
Analysis of: Sears Loses Out To Costco And Big Lots (www.forbes.com)
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Car Makers' Boom Years Now Look Like a Bubble (online.wsj.com)
Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Freescale, Chery Team Up to Develop Automotive Electronics Technology in China (techon.nikkeibp.co.jp)
The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well...
Mark Fendley, Continuous Improvement Manager
BMW Manufacturing Co., LLC
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn (goldsea.com)
The significance or the emerging markets in Russia, India, China, and Brazil should not be underestimated by any automotive OEM who wants to experience significant growth in the future. In addition, the implication that raw material sourcing and pricing as well as manufacturing and logisitcs cost control...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience...
Hanni Eid, Business Development Manager
Kingston Technology Company Inc
Analysis of: STEC Reportedly Wins MacBook Air Solid-State Drive Biz (blogs.barrons.com)
1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Virgin Media May Ignore Network Neutrality (www.eweek.com)
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: RUMOR: Microsoft to open Apple-like retail shops (macdailynews.com)
Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.

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