GLG News by Satellite Radio Trend Experts (North America)
Analysis of:
DISH Loses Subscribers as Competition Stiffens (www.reuters.com)
DISH has not stopped believing that its long term future lies in a merger with DirecTV, and the SATS spinoff was made with this in mind. The WSJ analysis (http://online.wsj.com/article/SB121784781012209687.html) indicates that a merged company would market "a potential broadband offering" in urban areas,...
Analysis of:
CBS To Sell 50 Radio Stations (www.radioink.com)
CBS Corp., the second largest radio operator in the U. S., announced it will divest 50 radio stations located in mostly medium size markets in order to reduce expenses and focus on large market clusters. The question is who will buy these stations?
Analysis of:
GM cuts truck shifts to meet lower output target (www.reuters.com)
GM, and Ford, are the victims of too much focus on the American market, for far too long, at the expense of the world market. GM, and Ford, must continue to shift away from, and write down production and assets focused on truck and SUV production. How much will GM and Ford have to give up, to survi...
Analysis of:
Toyota to make Prius, not SUV, at new US Plant (www.reuters.com)
Toyota's announcement that the new Mississippi facility will produce the Prius is a smaret decision to increase capacity for a marketable product, with variant potential for the future. Toyota's temporary suspension of production in Indiana and Texas to reconfigure the plants for greater product flexibility...
Analysis of:
Picture set to turn bleak for broadcasters (www.business-standard.com)
Article discusses the woes facing TV broadcasters in India, including both terrestrial companies and pay-TV companies.
Analysis of:
Hispanic Ad Spend Up 3% in '07 (www.adweek.com)
AdWeek article details advertising spending across Spanish Language media for 2007; the data shows most categories having positive gain.
Analysis of:
Weather Channel Is Sold to NBC and Equity Firms (www.nytimes.com)
NBC Universal, the only bidder left in the hunt for the Weather Channel, will acquire the service along with two private equity firms. NBCU claims the Weather Channel will function separately from NBC Weather Plus. Don't bet on this happening too long.
Analysis of:
AT&T in Big D (www.lightreading.com)
Article offers some one-sided view of the AT&T move to Dallas. There are many more reasons for this move than what is expressed in this article.
Analysis of:
Consumer confidence nears all-time low (money.cnn.com)
Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences
June 30, 2008
Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most
Analysis of:
AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION (www.aemag.com)
Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most
With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride...
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