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GLG News by GPS Hardware Trends Experts: Retailers and Technologists

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David WorkmanOctober 13, 2008
Loss of Credit Rating Adds to a Very Risky Situation for Suppliers
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: David Workman, Executive Director, PRO Buying Group
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly 
August 11, 2008
"All of the Above" Policy for Oil Exploration and Development, Dr. S.B. Alterman
Analysis of: What's so bad about foreign oil? | www.latimes.com
Author: GLG Expert Contributor
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,...
July 22, 2008
WiMax Remains a Challenge for Global Adoption
Analysis of: Hold off on WiMax investments, Gartner cautions | www.networkworld.com
Author: GLG Expert Contributor
The equipment, semiconductor market for WiMax. Software, services and applications on WiMax
David WorkmanJune 30, 2008
Consumer Confidence Index
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: David Workman, Executive Director, PRO Buying Group
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 18, 2008
Apple iPhone cost is not possible for $100
Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 | apple20.blogs.fortune.cnn.com
Author: GLG Expert Contributor
The semiconductor and other component's margin would be lower.
Eric GakstatterJune 11, 2008
High-end GPS equipment (approx. 250,000 receivers) will become obsolete.
Analysis of: Codeless and Semi-Codeless Access to the Global Positioning | edocket.access.gpo.gov
Author: Eric Gakstatter, Principal, Discovery Management Group, Llc
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...
David WorkmanJune 3, 2008
There is no room in the middle
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: David Workman, Executive Director, PRO Buying Group
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...
Tim JacksonApril 7, 2008
Navigating Into Strong Competition
Analysis of: SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs | www.reuters.com
Author: Tim Jackson, President, Wuh-sup? LLC
With the introduction of Prima, SiRF is going toe-to-toe with some of the biggest names in the semiconductor industry. Will they be able to achieve the costs necessary to compete.
February 6, 2008
Fugly?? Is that it?
Analysis of: Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com
Author: GLG Expert Contributor
Nokia communicators reviewed in the US is important, we've missed the point for a while here, so coverage is cool. Seeding the enterprise driven smartphone market with a real device that bridges submini notebooks and high end phones is an important door opener/wedge to get business ready to support...
February 6, 2008
When Battleships Collide (Microsoft & Yahoo)
Analysis of: A Giant Bid That Shows How Tired the Giant Is | www.nytimes.com
Author: GLG Expert Contributor
Rather than increasing competitive pressure on Google, the Yahoo / Microsoft deal may actually prove to be the best thing that has ever happened to Google. Microsoft is crashing into Yahoo at ramming speed, and the collision will sink or cripple both of them - leaving Google the only battleship afloat....

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