GLG News by RFID Semiconductor Experts

1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would...

The acquisition of 50% of Eufiserv’s processor reminds that notwithstanding LBO distractions, First Data remains the most consequential payment processor and leading consolidator in Europe, and a potential threat to MasterCard’s and Visa EU’s processing businesses. First Data’s challenge is to simultaneously...

Discover is soldiering away on its path to merchant acceptance parity with MasterCard and Visa in the US. Closing the acceptance gap will produce greater cardholder spend and richer interchange, thereby enriching Discover’s value proposition for third-party issuers, which in turn will enhance the value...

Many manufacturers, trend predicting entities and investors had convinced each other of another significant truck pre-buy heading into the 2010 diesel emissions changes. Those expectations could not be reconciled with reality - but continue to square with time. More realistic expectations will be more...

We all know both United Parcel Service and FedEx have implemented substantial rate increases for small shipments, driving shippers to look for alternatives. I agree with my colleague Mr. Schultz’ comments on the article, but will flavor it with actual decisions being made today. Will this have an impact...

The current optoelectronics market for GaN dwarfs applications in the high-power electronics category, which will remain the case unless comparable GaN-on-silicon technology is enabled.  Currently, SiC and GaN are designated for high-end defense-related electronic applications, and it will...

Difficulty in turning the potential opportunity into sales     

The profit-loss math is pretty simple. When fuel was $1.20 per gallon where most fuel surcharge kicked in, the cost per mile was $0.20 at 6 miles per gallon. Today at about $4.20 as noted in the article, the cost is $0.70 per mile. The difference is $0.50 per mile. Add that to a $1.25 per mile base...

The Ryder numbers and discussion thereof shows their strengths - and also shows those who focus on equipment financing, maintenance and dedicated trucking are positioned well for today and for the future. My friend Mr. Mc Williams covered the overview well, so I’ll just offer comments on these area...

While sales of new trucks are stuck in a trough, they will return eventually (the razor). Parts and service sales are Big bright spots (the razor blades). After the warranty period, the genuine channel has traditionally retained only a fraction of the parts and service business. The pending population...