GLG News by Online Travel Agency and Industry Experts (North America)
Analysis of:
Former 787 chief says Boeing rethinking its global manufacturing approach (seattletimes.nwsource.com)
Boeing admits that the 787 Program is going to be challnged for some time as it grapples with the logistics of a Global Supply Chain System. The 787 production problems are deeper than just a slight delay. Key supplier partners are not performing Boeing's management of the logistics is flawed and based...
Analysis of:
WiMax is 3G (www.wirelessweek.com)
This is a significant milestone in the business sense. So far, Wimax had been viewed as a threat to the incumbents from the left field. With this approval by ITU, it begins to legitimize WiMax among the cellular incumbents.
October 12, 2007
Is the travel pie still growing? Where are the GDS companies in non-air travel planning?
Analysis of:
LeisureLogix Takes Back the Road with Its Personalized Road Trip Planning and Booking Tool (www.forbes.com)
Is the travel pie still growing? Where are the GDS companies in non-air travel planning?
The GDS industry, which earns its money primarily from the travel agency community (both online and offline) booking airline tickets, has been said to be totally commoditized and destined for decline. In 2005 (the last year that all reported their earlings publicly), globally the GDSs processed...
Analysis of:
Boeing Delays Initial Delivery Of Dreamliner Until Late 2008 (online.wsj.com)
Boeing finally admits defeat and announces delay of 787 deliveries until end of 2008 Supply chain and integration problems will persist until 2010 Lessons for Airbus
Analysis of:
Singapore, UK conclude landmark Open Skies Agreement (www.channelnewsasia.com)
Singapore and the UK have concluded after more than 20 years a complete Open Skies Agreement for traffic to, from, and through their respective markets. Significance for Europe is that this was not concluded under EC tutelage Significance for USA is that it allows SQ onto the lucrative North Atlantic...
Analysis of:
Chipset vendors jostle for position in WiMAX handsets (www.wimaxtrends.com)
The strongest supporter of WiMax Intel has announced that it will embed its WiMax technology in the processor dubbed Montevina in May of 2008. Intel intends to establish their own Intel-based handsets as well. The biggest US WiMax operator Sprint Nextel also announced that they will deploy WiMax to...
Analysis of:
Motorola Back On Track (www.forbes.com)
Over the long-term (five years and out), the low-cost Asian phone manufacturers are becoming more competitive with features and low cost, making it diffult for the large vendors to sustain their R&D in the US or Europe. In the short run, the Asian manufactures are still more focused on the...
Analysis of:
AMR to Reduce Debt (online.wsj.com)
Many Airlines have large debt loads.
Looking at assets to leverage for a cleaner balance sheet prior to equipment buys is urgent as well as returning some shareholder value
ACE Holdings (Air Canada’s parent) solution may be the answer
For AMR AAdvantage may be worth up to $4Bn
Analysis of:
EDS and Sabre Holdings Extend IT Services Contract in Support of Sabre's Continued Business Transformation (money.cnn.com)
Sabre needs a new airline hosting system
Approximately $630 Million in New Revenue to EDS quoted for new contract
Why this is important to Airlines
Amadeus has captured most of the major airlines around the world
Analysis of:
Nokia to buy Navteq for $8.1b, Take on TomTom (www.bloomberg.com)
In July of this year TomTom acquired TeleAtlas for $29.39 per share or $2.7b USD (28x EBITDA). Today, Nokia paid $78 USD per share or $8.1b for Navteq (35.7x EBITDA). What value can they both now extract? With mapping services like GoogleMaps, Mapquest, Yahoo!Maps and even AAA's TripTik...
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