GLG News by GPS Hardware Trends Experts: Retailers and Technologists

Stanley AltermanPresidentAlterman Associates

EADS in the USA DOD and HS Market

March 23, 2009

Analysis of:EADS still eyeing smaller U.S. buys | www.reuters.com

It is evident that EADS needs to acquire USA DOD industrial strength in the USA independent of the result of their AF tanker program proposed aircraft competition with Boeing. BAE has gained a strong role in the USA as one of the top DOD electroincs and system suppliers as has Italy's  Finmecanica made a major penetration with the DRS Technologies acquisition. I believe UAV systems and avionics represent a growing market for them to consider an acquistion like Axsys, FLIR or other UAV avionic players.

David WorkmanExecutive DirectorPRO Buying Group

Loss of Credit Rating Adds to a Very Risky Situation for Suppliers

October 13, 2008

Analysis of:CREDIT Circuit City Loses Recommendation | www.washingtonpost.com

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 

Stanley AltermanPresidentAlterman Associates

"All of the Above" Policy for Oil Exploration and Development, Dr. S.B. Alterman

August 11, 2008

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, solar, wind, research into new technologies, drilling (including off-shore), oil shale, and clean coil conversion.  We need the equivalent of JFK’s 10 year goal for a man on the moon, with a 10 year goal for energy independence.  It seems like many of our politicians are beholden to environmental ideologues who misuse information to achieve their own narrow objectives and ignore the strategic implications and hidden costs of our energy dependence on unstable sources of supply. Visualize the USA, in 10 years time, being independent of ALL foreign energy sources. We will focus be able to focus on the problems of anti-terrorism, health care, democratization, food supplies and clean environments.      

David WorkmanExecutive DirectorPRO Buying Group

Consumer Confidence Index

June 30, 2008

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

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

High-end GPS equipment (approx. 250,000 receivers) will become obsolete.

June 11, 2008

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 marketplace. Some manufacturers are still selling legacy products.

David WorkmanExecutive DirectorPRO Buying Group

There is no room in the middle

June 3, 2008

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 between a specialist and a discounter. Sears still has tremendous brand equity through its name and its private label goods which is being squandered through a lack of strategic vision for change.

Tim JacksonPresidentWuh-sup? LLC

Navigating Into Strong Competition

April 7, 2008

Analysis of:SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs | www.reuters.com

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.

Chris HareGM - Head of Industry CollaborationSONY ERICSSON MOBILE COMMUNICATIONS (USA) INC.

Fugly?? Is that it?

February 6, 2008

Analysis of:Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com

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 phones in a better way. ID isnt everything.  Its not a consumer device - clearly, but you dont use this to look good.

Tim JacksonPresidentWuh-sup? LLC

Where is GPS going in the handset market?

January 10, 2008

Analysis of:GPS maps out an migration path | www.eetimes.com

GPS integration into mobile handsets will significantly increase the unit shipments for GPS. However, the form that GPS takes will determine the effective ASP of the GPS technology. Both the unit shipments and the effective ASP are key elements in determining the future of GPS technology suppliers.

Mark OskowskyPrincipalWireless Tech

NextWave will it survive?

September 26, 2007

Analysis of:Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money on technology development ranging from ICs, though the prototype development platforms for both industrial and consumer markets. In addition,  NextWave is buying frequency spectrum all around the world. In my opinion this is very risky strategy because WiMax will be rolled-out in 2009-2010 if not later in some countries but the interest payments on company loans to have to be satisfied in the meantime. 3. In addition, the growth of the company is tremendous. They need more and more people to cover all the activities they are involved in and there is question in my mind of controlling the growth.

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