Study Group: Communications System Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

energy management and who we think will win...

November 4, 2009

Analysis by:Les Burk, CFO,

Analysis of:Fort Irwin to build a 500 megawat solar farm | solar.coolerplanet.com

We know that GE's CEO has lunch 2X a week with the Brass in Washington... We know that GE has the most to gain or loose should they not get the contract to participate in this two billion dollar project. GE Infrastructure, GE Wind, GE... the list goes on and I am confident that all of the right people are talking to the right people. We think that understanding energy management and creating a system for open architecture prior to building the project is a must.

Gas Cylinders Are Here to Stay

September 20, 2009

Analysis by:George Dorkhom, President and Managing Partner,

Analysis of:Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Higher pressure or not , the gas cylinders market is an important segment in the industrial gas business for smaller users and mobile applications in medical and industry and are here to stay but controls technology must continue to improve on safety and reliability.

Well, the WTO Ruled in Favor of Boeing, But Bloomberg's Take Was Surprising

September 12, 2009

Analysis by:Doug McVitie, Founder & Chief Consultant,

Analysis of:Boeing, U.S. Seen Winning WTO Case on European Aid to Airbus | www.bloomberg.com

So this story is already a week old, but crucially only three weeks into the one-month appeal time. EADS has already made the tactical error of calling this (interim) result "Only Part One", when it simply can't be -- the two cases are separate and so can't be interdependent..So what does EADS do? Appeal and underline its "Part Two" gambit or just totally ignore the reality of the huge anti-European findings and instead focus on the baloney of trying to "talk it out"? Talk, remember, is cheap.

China takes off, it is rapidly taking over as we squander our brand names for ?

September 11, 2009

Analysis by:George Dorkhom, President and Managing Partner,

Analysis of:China’s Geely, Beijing Automotive Target Volvo, Saab | www.bloomberg.com

It is a known fact that the Chinese government has put its weight and tremendous wealth behind targeted industries, Electronics , automotive and aerospace and it is well on its way to target the general industrial market. It is succeeding and have taken over Japan in Electronics manufacturing out put...why ? they have the people, the natural resources, the cash and the market..and we in the West are willing to surrender all ,including established brands as Volvo ,Saab and Hummer.

Temporary lay-offs in Italy maybe OK,but plant closure ..guess what

September 10, 2009

Analysis by:George Dorkhom, President and Managing Partner,

Analysis of:Italian Government Reaches Union Agreement on Fiat’s CNH Plant | www.bloomberg.com

Italian Labor law is so inflexible about layoffs and forget the future of the plant in Imola if it invovles permanent closure. Italy, behind Spain , is one of the most socialistic countries when it come to labor law giving no flexibility whatsoever to industry in manoeuvering during difficult times, that is while Fiat CEO is scanning the globe and is in bed with Chrysler , not only for high cost production , but also for labor inflexibility.

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