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November 26, 2008
Apple buying Dell: A complete waste of money
Analysis of: Why Apple Should Buy Dell | lowendmac.com
Author: GLG Expert Contributor
The difference between a Mac and a Dell is strictly the OS.  Why would Apple want to sell the same hardware for lower margins?
November 26, 2008
An interesting development, especially with Google & Intel in the mix
Analysis of: Clearwire Shareholders Approve Deal With Sprint | www.nytimes.com
Author: GLG Expert Contributor
With the spector of Google Android remaking the smartphone space in 2009 and Intel's Q2 release of Mobilion (new Intel owned mobile Linux OS) this could position Sprint to dominate the next generation of wireless data. Clearwire is the only current viable contendor in the N. American WiMax space. If...
Jay ThompsonNovember 25, 2008
ABF Makes Statement By Announcing They Will Only Buy SCR Technology In 2010 (i.e. No Navistar Trucks)
Analysis of: ABF to Buy SCR Trucks for 2010, Exec Says | www.ttnews.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
ABF Freight said in a recent press conference that they will only buy Selective Catalyst Reduction (SCR) technology for 2010. All US manufacturers will be going with SCR with the exception of Navistar. They are utilizing advanced Exhaust Gas Recirculation (EGR) along with emissions trading. In the world...
Jay ThompsonNovember 21, 2008
Leading Indicator - Truck Registration Numbers “Falling” In Line With Recent “Lower” Predictions
Analysis of: Polk: Truck Registrations for September Lowest Since February 2003 | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck registrations are important to contrast against freight predictions for planning purposes by shippers, transport companies, industry suppliers, investors and other interested parties. These numbers tell how the trucking companies are planning for the near future. Last month, we authored an article...
Jay ThompsonNovember 19, 2008
Trucking Index Allows Insight Into Companies Doing OK In Spite of Slowdown - But We Need To Look Deeper
Analysis of: New Global Trucking and Logistics Company Index | seekingalpha.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The Dow Jones Industrial Average and the S&P 500 are down about 40% from a year ago. The Dow Transports are down 25%. In spite of this, there are some transport companies doing OK as noted in the source article - and deserve some comments as to why - and cautions….
November 19, 2008
Survival For Saks Is Daunting
Analysis of: What’s Not Selling at Saks | blogs.wsj.com
Author: David Lamer, Co-Founder and Managing Partner, Bbd Business Consultants
Consumers have all but stopped shopping. The only hope a retailer like Saks has at this point to survive is to turn all it's inventory into cash, get as much support from its vendors as possible, cut all its costs in half, and hope consumer confidence begins to stabilize. Saks and other retailers have...
November 18, 2008
Price Deflation On Luxury Brands Like LVMH, Burberry And Gucci Will Likely Pressure Aspirational Brands Like Coach (COH).
Analysis of: In Rare Move, Luxury-Goods Makers Trim Their Prices in U.S. | online.wsj.com
Author: David Lamer, Co-Founder and Managing Partner, Bbd Business Consultants
Many luxury brands are reducing prices going forward as the dollar strengthens to the Euro and demand constricts. The combined effect of Strong Euro/High Demand skyrocketed luxury goods prices during the past few years. But retail prices coming out of Italy and France from luxury brands could...
Jay ThompsonNovember 18, 2008
Mexico Cross-Border Operations Save Costs & Are Safe - But Don’t Let Facts Get Into The Way
Analysis of: Independent Panel Finds Border Project Safe But Statistically Inadequate | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The Mexican cross-border pilot program is slipping into nowhere land - and it will continue to cost us money. Nobody says much about the program with our number one trading partner - Canada. They certainly do about our number two partner - Mexico. But it is not about business - it’s politics!
November 18, 2008
Voluntary Packages: Always a mistake
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: GLG Expert Contributor
Clearly Sprint needs to reduce costs as they keep hemorrhaging market share.  Voluntary work force reduction is not the way to go.
November 13, 2008
Economy's impact on healthcare facilities
Analysis of: Hospitals See Drop in Paying Patients | www.nytimes.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Significant decline scheduled procedures. Greater activity in Emergency Room combined with increase in uninsured and underinsured patients. A difficult outlook for Acute care facilities.

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