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GLG News by Hand-held and Vehicle GPS Device Experts

Eric Gakstatter, Principal

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

June 11, 2008

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.

Tim Jackson, President

Tim JacksonPresidentWuh-sup? LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Navigating Into Strong Competition

April 7, 2008

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.

Tim Jackson, President

Tim JacksonPresidentWuh-sup? LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Where is GPS going in the handset market?

January 10, 2008

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.

David Montgomery, VP Sales - US Retail

David MontgomeryVP Sales - US RetailBlackline GPS What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Price CE Products Correctly The First Time

September 21, 2007

Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com

You can't un-ring the bell! Customers who buy any new consumer electronics product know that the price will erode over some reasonable period of time. This extraordinarily fast price drop hurts all manufacturers of comsumer electronics products. Now Apple is in a quandary, they can't ever do this again or consumers will assume that it's a pattern and they will quickly take a "wait and see" attitude for any new products. Many CE manufacturers always want to reap high margins for what they think are hot new products, knowing that they will be compelled to drop prices later to maintain demand and fend of competitors. But this strategy can have the opposite effect of causing the consumer to hesitate, wait, and perhaps buy later or worse case not buy at all. What's the answer? Price the product correctly right out of the gate and avoid the necessity to "apologize" to the public and explain the quickly deterioting price.

Tim Jackson, President

Tim JacksonPresidentWuh-sup? LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Evolution of the PND Market

September 12, 2007

Navigation makers vie to stand out in a crowd | today.reuters.com

With volumes increasing, competition is likely to increase How will the PND market evolve and compete against other portable devices

Tim Jackson, President

Tim JacksonPresidentWuh-sup? LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Is Nokia a Threat in the PND Market?

August 31, 2007

Nokia 500 Auto Navigation: Just Don't Call it a Phone | blog.wired.com

* Is Nokia's brand strength enough to make it competitive in the PND space? * Beside brand, what value will they bring?

Elias Luna BarriosPartner and Chief Executive OfficerLuna & Goodman Advisors What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Brazil’s Supplier Management Dilemma.

August 21, 2007

BRAZIL’S RECORD-BREAKING AUTOMOBILE DEMAND: CAN SUPPLY KEEP PACE? | tendencias.infoamericas.com

After some 10 years of painfully slow growth and inflation, Brazil is seeing an unexpected revival. Is this growth sustainable? What about the complete supply chain? Will Tier2s and 3s be able to cope with this increased demand?

Elias Luna BarriosPartner and Chief Executive OfficerLuna & Goodman Advisors What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Going small in China.

August 21, 2007

China Is Chrysler Growth Test Track | online.wsj.com

Is Chrysler’s Chery strategy the right one? Will investment pay-off?

Elias Luna BarriosPartner and Chief Executive OfficerLuna & Goodman Advisors What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ford Hydrogen Fusion 999 hits 200 mph at the Bonneville Salt Flats track.

August 21, 2007

Ford Fuel Cell Car Goes 200 M.P.H. at the Bonneville Salt Flats | wheels.blogs.nytimes.com

Impressive indeed….. If it wasn’t for the fact that this powertrain technology is some 12 years old (counting from the last known engineering publication).

Elias Luna BarriosPartner and Chief Executive OfficerLuna & Goodman Advisors What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A battery alone does not make a car.

August 13, 2007

Will GM Blow It? The Detroit giant may actually have an edge in hybrid technology. But ... | www.slate.com

Is a perceived lead in lithium ion battery technology enough, by itself, to give GM an edge in the US market over Toyota? The answer to the question is a no-brainer (sorry!), NO, Li-Ion ALONE WILL NOT GIVE ANYONE THE LEAD OVER THE OTHERS ON HYBRID TECHNOLOGY…… However, it will give them the freedom to have solved one of the crucial parts of the puzzle: where to get a reliable source of energy and secure supply over the others OEMs!!!

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