GLG News by Specialty Chemical Experts
September 22, 2008
The Complete Failure Of General Motors, Ford, and Chrysler Is Due To A Failure Of Their Current Management To Plan For The Long Term
Analysis of:
From Bank Bailouts to Auto Bailouts? (townhall.com)
The Complete Failure Of General Motors, Ford, and Chrysler Is Due To A Failure Of Their Current Management To Plan For The Long Term
The management of GM, Ford, and Chrysler are individually and collectively the worst set of managers that any American owned and operated heavy industry has ever had.
Until this group of managers is gone there is no hope for GM, Ford, or Chrysler.
There is no value in lending or subsidizing this...
September 19, 2008
The Volt isn't a Prius. It Is A Cobbled Together Overhyped Attempt To Re-Invent General Motors
Analysis of:
The Volt Isn't A Prius. It Might Even Be Better (blog.wired.com)
The Volt isn't a Prius. It Is A Cobbled Together Overhyped Attempt To Re-Invent General Motors
The Chevrolet Volt, if it is brought to market too early, will fail both in its intended use and in its operation.
Analysis of:
U.S. Drug Ban Hits Ranbaxy, Indian Maker of Generics (online.wsj.com)
Ranbaxy can use these citations to create an opportunity if they use this incident to improve their operations and do more.They could use improve their formulation technology to move away from batch to continuous formulations. Would they avail this bump to enhance the manufactuirng technology?
September 17, 2008
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
Analysis of:
Power Plays (online.wsj.com)
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
There are two non-silicon chemistries now being hyped as the bases for thin-film solar cells: 1. Cadmium telluride, and 2. Copper Indium Gallium Selenide Neither is practical at all.
Analysis of:
BASF makes offer to acquire Ciba (www.corporate.basf.com)
Mergers and aquisitions in the global chemicals market continue to increase in size and scope. Will the BASF bid for CIBA take this to a new level of 'Mega' companies that dominate the market?
Steve Burgess from UK based Rowant Consultancy rsies issues that many are thinking about in these turbulent...
September 15, 2008
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of:
G.M. at 100: Is Its Future Electric? (www.nytimes.com)
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
September 15, 2008
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of:
Chevron selling rare earth mining operations (www.bizjournals.com)
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Is a rare earth mining boomlet under way?
Analysis of:
Pulpwatch.org Rates Mills on Social, Environmental Performance (www.greenbiz.com)
The author of the article may be confusing of the new paper and paperboard mills in China that will utilize recycled waste paper with mills making virgin pulp from trees rather than secondary fiber waste paper. It is highly doubtful that China has the forest resources to support supply of 19+ million...
Analysis of:
NEC to join IBM's 32nm development alliances (www.edn.com)
With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less.
NEC is just the last one from a parade of the companies that already joined the alliance.
Looks like we are having only...
Analysis of:
Outsourcing the Drug Industry (www.businessweek.com)
The Business Week article “Outsourcing the Drug Industry” gives
the impression that screening of the potential drugs in India or China would ultimately reduce the
cost of drugs for the patients. This would be an incorrect conclusion. Drug costs
can only be lowered if the patent-centric model (limited
...
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