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GLG News by RFID Semiconductor Experts

James Leonard, Chief Information Officer
The Regional Medical Center at Memphis
Analysis of: Most Doctors Aren’t Using Electronic Health Records (www.nytimes.com)
Slow EHR adoption by small to medium sized Physician practices, those with fewer than 100 providers, clearly shows a market niche for a cost effective, Web-based delivery of these systems. This will remove the primary pain point in adoption by smaller practices and groups.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Volvo CEO holds to Europe, N.America outlooks (uk.reuters.com)
In rounding out thoughts regarding the previously noted Caterpillar-Navistar deal, Volvo and their Mack subsidiary are the easiest to summarize. They are not greatly affected in the US, but may be in overseas markets after the joint venture gets going. Also separately, the Volvo chief is confirming...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Nokia unveils new business phones (news.yahoo.com)
With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Number-crunching the Cat deal (fleetowner.com)
Paccar’s US brands of Peterbilt and Kenworth are losing their long-time Caterpillar big bore premium image-partner in 2010. Their engine strategy has been one that has included outsourced engines for Class 7-8 from Cummins and Caterpillar, along with a Paccar-branded Cummins 7 & 8 Liter engines...
Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 (apple20.blogs.fortune.cnn.com)
The semiconductor and other component's margin would be lower.
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Sarin Legacy Isn't All Aces (online.wsj.com)
When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters.  With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone....
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Daimler Expands Engine Offerings (www.todaystrucking.com)
Daimler Truck North America (DTNA)’s US brands of Freightliner, Sterling and Western Star are losing the long-time Caterpillar big bore option and replacing it with Cummins. While those numbers are small, it seems to have firmed up Daimler’s US engine strategy with Detroit Diesel, Mercedes and Cummins...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Caterpillar And Navistar Team Up On Trucks (www.forbes.com)
The Caterpillar / Navistar rumors were finally put to rest last week. There will be few short-term implications and surprises, but the longer-term stage for truck and engine makers is much clearer now. Cat will not totally exit the on-highway market as some thought, but will only be offered in a different...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants (www.washingtonpost.com)
Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals.  One of which is BREW; the others are Location, Advertising, Payments, Video.  These services are aimed at helping to create Federations for particular services.  Having created...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Trucking Insurance Industry Journal The Roemer Report: Big Trucks Slow Down in Response to High Fuel Prices (www.insurancenewsnet.com)
Many in business and fellow consumers around the world look to their governments to help ease the impact of the record high fuel prices. Many try to pinpoint and then demonize the culprit in the system or process, but like many things it’s a combination of issues. Others are doing something about it...

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