Who will win - the device manufacturers, the carriers or the applications providers?
June 16, 2008
T-Mobile invests $6m in deCarta's location based platform | www.thestandard.com
Following Nokia's recent investment in Navteq and Apple's announcements last week about having full GPS on the iPhone, T-Mobile announced an investment in DeCarta, a leading provider of mapping tools and location based services. In the article, DeCarta CEO Kim Fennell states that he believes that Nokia and Apple will introduce their own set of location based services, but that they will be tied to a particular device. Since T-Mobile is device agnostic as a carrier, it will be interesting to see what they have planned to leverage the investment in DeCarta.
Impact of Airline Capacity Cuts on the Hospitality Industry
June 6, 2008
Hotel CEOs Lament Softening Demand, Foresee Some Discounting | www.btnmag.com
All key metrics are still up (occupancy, demand, supply, average daily room rate), but what impact will the economic downturn and reduction in airline supply have on the hospitality industry? Air travel represents less than 12% of all travel in the US today by Americans, yet all tools in the industry are air-traveler centric. Hospitality executives cite reduction in weekend demand and softening of business travel midweek. They do not look at tools (other than online itself) at playing a role in driving traffic to their brands.
International Travel to Canada is down for the same reason International Travel to the US is up YOY.
May 27, 2008
Travel to Canada hits 5th straight record low | www.thestar.com
Paraphrasing President Bill Clinton's campaign strategist, James Carville... It is the Loonie stupid! It is also the economy, price of gas. The reverse phenomenon is occurring in the US...where it is the dollar stupid!
The Coming Winter of Discontent
May 20, 2008
How satisfied are travelers with their services? | www.usatoday.com
Service metrics are at a significant low for US airlines. While other airlines - particularly in emerging markets are powering ahead with superlatives and solid quality at all parts of the Spectrum, the same cannot be said of the US products. The US airlines are sowing the seeds of long term brand value erosion.
Do we have to suffer Airport hassle?
May 5, 2008
Heathrow Terminal 5 users refused insurance | www.telegraph.co.uk
Airports are the gateway to the transportation system, also a retail paradise and a security nightmare. How to reconcile this can be a disaster as LHR T5 has shown. But perhaps we should remember that an airport is really about passenger movement and we should look for better ways to move passengers.
Hurray! Sanity at last – Continental decides there are no suitable dance partners.
April 28, 2008
Continental Rejects Mergers,Scuttling Talks With United | online.wsj.com
Continental decides while it is open to new alliances, it does not want to marry. Rejecting both United and US Airways creates concern for the industry's weakest links. AMR will sit this dance out.
Eos a victim of circumstances and time.
April 28, 2008
Eos Airlines Files for Bankruptcy | online.wsj.com
Eos was a fine airline a pioneer in the service model for premium traffic. The ability of the airline to survive the current financial crisis on both sides of the atlantic became obvious very quickly. Is there a message for other airlines at this point?
Time to speak the unthinkable – Regulation
April 17, 2008
Airline Deal Isn't Done Yet | online.wsj.com
The airline free market has been a mixed blessing at best. With the air transportation system so vital the the economic welfare of the USA, it is time to evalute alternative solutions to the airline pricing mess. Airlines must not be subsidized by their shareholders to act irresponsibly with capital. The responsibility for ensuring pricing rationality has to be with the reguatory body. That means the government must start with a rational policy on taxation!
Fix Heathrow now before its too late.
April 7, 2008
Heathrow’s older terminals still a disgrace, travellers say | travel.timesonline.co.uk
While BA is grappling with its baggage woes at its supposed showpiece Terminal 5 – let’s not think that everything is rosy for everyone else at Heathrow. What to do about London Heathrow (LHR) and its disgraceful Terminals should be of major concern to the UK Government and the airport tenants of LHR, probably for the whole UK Economy. Before there is a knee jerk reaction by the UK parliament seeking to break up BAA’s current monopoly of London’s 3 major airports, lets look at a solid solution to address the chronic ills of Heathrow and BAA.
April 2, 2008
Delta raises fees for over-phone tickets | money.cnn.com
Airlines need more revenue but is placing the onus on baggage the right solution? Are the airlines further eroding the value of their brands by upsetting their customers even further Why can't airlines get price rises to work?
Toyota's California Plant Exit Makes Sense
September 17, 2009
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
California's Impact on the Las Vegas Strip, City Center & the port of LA
September 8, 2009
Toyota Will Feel The Heat Of California Lawmakers In NUMMI Plant Closing
September 1, 2009
US Hotel Industry Recession Enters New Rate Erosion Phase
September 1, 2009