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Analysis of: Will Cisco Take on Google and Microsoft? (www.businessweek.com)
Cisco need not take on either of these companies.  In fact the more web apps appear the more Cisco infrastructure need be bought.  Cisco has thrived by connecting the world and over the last few years by providing endpoints.  The cultures of Google or Microsoft are totally orthogonal...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Cummins to Add SCR to 2010 Engines (www.truckinginfo.com)
Cummins Inc. announced they are switching to SCR in their Heavy-duty ISX model for 2010. It was previously to utilize Exhaust Gas Recirculation (EGR) at a higher rate than today, along with higher injection pressures and other enhancements - plus emissions credit trading. While this changes the “few...
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: California at the Front of Education Trends (www.usnews.com)
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says (www.msnbc.msn.com)
The GM Volt will be a winner IF it is price competitive and has reasonable performance and economy.  Despite the so called "quality" issue that saddles GM previous well thought out and executed GM vehicles have sold well.
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load (www.ft.com)
Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing.  Investors will buy into companies loosing money if they show growth.  Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of...
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: China's Little Dragons (www.forbes.com)
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel (www.wisbusiness.com)
Truckload leader Schneider National has freight - and has been successfully growing their Independent Contractor segment for over a decade, while their competitors have not seen the same success. The primary reasons are they have freight (miles), continue to adjust their program, made it more transparent...
Analysis of: Alcatel-Lucent`s Russo, Tchuruk to quit; loss widens (www.business-standard.com)
There were many impediments to a successful merger, these included: 1.     Diverse cultures 2.     Diverse geographies limit economy of scale 3.     Diversion of the merger caused both companies to take their eye off the ball in terms of their real problems...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Mack's McKenna Talks SCR Via The Web (www.truckinginfo.com)
Volvo Mack Division has started a smart project to educate users, dealers and other interested parties on the positives and negatives of Selective Catalyst Reduction (SCR) using Urea versus Exhaust Gas Recirculation (EGR). In March of this year, Daimler Detroit Diesel Division started to educate the...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Rush Enterprises Reports Second Quarter Results (www.truckinginfo.com)
Some analysts had predicted a second half upswing in US truck sales, but it will not be. Major manufacturer Paccar and their largest Peterbilt dealer (and largest of any dealer organization) - Rush Enterprises - each say that the US market will remain flat through this year. Volvo recently stated the...

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