GLG News by RFID Semiconductor Experts

The auto hauling segment has been on a rough road. It will continue, especially on the new vehicle side. Used (cheaper) car sales are not hit as badly. The excess hauling capacity will be slow in recovering for a number of reasons. My colleague Mr. Schultz offers a good prognosis of Performance Transportation...

Why EMC? (1) EMC’s RSA Division is the best known encryption firm in the world; and data encryption is the next frontier in preventing data theft. (2) EMC makes data storage and encrypted data requires substantially more storage as encrypted data cannot be compressed.

Revolution Money vies to win share away from the card payment network and money transfer establishment. It intends to compete as an open network, with lower base merchant acceptance fees, merchant-sponsored pos cardholder incentives, better fraud prophylactics and a money transfer feature. Reasonable...

Other OEMs are developing business strategy on VMWare's innovations? As a consequence the expanding competition landscape is threat to VMWare's market share?

Profitless prosperity is the meager reward for the IC industry, as tool costs escalate while chip prices fall.  It is increasingly a consumer's market for electronics and equipment providers and employees of IC companies continue to pay the price.  The solar cell industry is an ever- promising...

There will be winners and losers the Los Angeles / Long Beach ports emission rules. A couple potential winning segments that do seem clear are forward-thinking financiers of compliant trucks or fleets offering lease-financing programs with the same. Also, watch how others look for ways to keep fixed...

There’s little not to like in MasterCard’s evolving top and bottom line growth story, a story they could well – indeed should, beat, if! they can contain regulatory threats

MasterCard’s  revamped top and bottom line growth forecasts are eminently achievable, assuming it can contain or better yet roll back regulatory restrictions.

The card payment networks have been gradually stepping up their game as commercial enterprises and the markets have come to recognize the global payment networks’ immense intrinsic operating leverage, pricing power, growth prospects, and defensibility, and therefore value.  However neither MasterCard...

Trucking company failures have accelerated to a point where year-over-year bankruptcy numbers have doubled. We then must add in those who have shut down or just parked their equipment. The primary issues are freight rates plus fuel surcharge versus real fuel costs. That problem continues with both the...