A Strategist - who is cutting the future in a Supply Chain Management paradigm !!
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"He bandied about the idea of chipping foreigners on national television Tuesday" reported RINF
This is worst then the mintory reports. Even you are a guest worker, immigrant and/or traveling through, I don't think that it will work. Too much infrastucture deployment. Where will the funds come for "chipping" approx 14Million foreign workers ?
I will be turning the Knob slowly. My intention is to move the knob into the RFID chamber. Not sure, if this the right time, or not. This is will encompass passive and active tag efforts within a spectrum of noise. I hope that by year end, the first Proof of Concept will be established.
There will only be one major event left in the calendar year, and this is the Royal Mail or TNT scearnrios. Either way, I got them covered. Rest of the year will be basically revenue growth focus for the Players. This I hope leaves me with adequate time to begin the journey of an RFID Warrior.
So there, so stay tuned it will either be RoR or PHP
We all know that China is a strategic trade partner globally. But how about Expannsion the chinese style ??
Forbes brings me this little infonugget about a little know company called as Prologis (nyse: PLD - news - people ), a major international real estate player in warehousing and distribution centers (DCs), is erecting 3 million square feet of new distribution parks at these sites. (It already has 4.1 million square feet in China).
More and more companies are deciding to lease rather than build their own facilities, since it allows them to avoid contending with the diversity of Chinese building requirements and the costs of constructing and maintaining their own buildings.
UPS recently described itself as a technology company that has trucks. Similarly, Prologis could be described as a supply chain company that has real estate (in the form of distribution centers). Both are part of a new world within the logistics industry that calls for new measures and new strategies.
I have been tracking this story for quite some time. Now that I broke the chatter on the Watkins Deal with FEDEX, I think that this makes a little bit more sense for me.
"TWO of the world’s biggest postal groups, Fedex Corporation and UPS, are in advanced negotiations to set up a groundbreaking European strategic alliance with Royal Mail.
Allan Leighton, chairman of Royal Mail, is still deciding which of the two potential American-owned partners to pick but it is thought he is close to creating a new company that could transform the financial prospects of the British mail group. "
GLS has subsidiary operations in 17 European countries, employs 14,500, has 52 depots, 4,580 vehicles and promises delivery across Europe within a 24 to 96-hour period. Now we must remember that UPS has approx $250 Milllion to toss around too. Yes, there is rumor that UPS may invest in TNT, but thats hearsay only -so far !!
I am betting that UPS will take on Royal Mail . this gives them the EU market peneration for next day services as a perimum service for this demograophic segment. This permits them to do the long haul overseas freight service and then just sort and ship liner down the supply chain service using the GLS folio directly. Zero efforts for alignmnet, just fuse the service offering to GLS and take it from there. This will give them some toe position into the EU sector and certainly give DHL somethign to think about, while they are concentrating on the East Block EU
While FEDEX is horning its folio in NA, they will be lossing the EU markets totally !!
THE DHS And CBP are setting the tone ..good for them !!
ACE is operational at the Southern Border
The following is excerpted from a news release issued on 24 May 2006 by US Customs and Border Protection.
"From Brownsville, Texas, to Otay Mesa, California, ACE now stretches more than 1,900 miles along the U.S. Mexican border," said Cargo Systems Program Office Executive Director Louis Samenfink. "With the completion of installations on the southern border, ACE is in place to significantly enhance border security and expedite trade, especially as we transition to electronic manifests, a powerful, time saving tool for CBP and the trade community."
U.S. Customs and Border Protection (CBP) completed installations of the Automated Commercial Environment (ACE) in California and Arizona this week, including the ports at Otay Mesa, Calexico, Andrade, and Tecate in California, and San Luis, Arizona. ACE is the commercial trade processing system being developed by CBP to enhance border security and expedite legitimate trade. Eventually ACE will be the lead system at all ports when, in the coming years, capabilities are rolled out for air, rail, and sea cargo processing.
The electronic manifest (e-Manifest) capability is currently available at all ACE ports. Truck carriers are encouraged to establish ACE truck carrier accounts now to ensure efficient border operations when e-Manifests are eventually mandated at all land ports. More than 3,000 e-Manifests have been filed to date. The faster carriers adopt e-Manifests, the faster the border crossing process speeds up for everyone….
With the completion of California, ACE has now been rolled out in every state on the southern border of the United States. Soon installations will begin in the northeast. There are currently 43 ACE ports in the states of Arizona, California, Michigan, Minnesota, New Mexico, North Dakota, Texas, and Washington. CBP is working diligently to finish deployment at all land-border ports.
"Our detailed analysis suggests that, without any synergies, an all debt funded deal at 40 euros per share would be 6 percent earnings accretive to UPS' (2007 estimated) earnings. Further calculations suggest that UPS could pay up to 54 euros per share, and such a deal would still be earnings neutral," the bank says in a note to clients.
[Note this works to approx $250 Million for this investment by UPS
Now remember, that Credit Suisse is a major investment banking institue that dabbles in mulit billion dollers Deals. And Yes, they do do hold a folio within the vertical segment of Transportation and therefore their predication and analysis needs to be carefully zone in. I admit , this just wil just bring FEDEX down to its knees in Europe.
In addtional, DHL is also tossing the same amount around , yes they said today, thay they will invest more than $250 million within the next four years in strategic initiatives for Russia. The Plantation, Fla.-based package delivery company will focus its investments on infrastructure and facilities, a wider product portfolio, introducing new technologies and personnel training, according to a news release.
Ok so what does this give me, a battle for Europe is in the making.
What I did not notice when I cut the Fedex Strategy was the initative on the EU's , or are they just cash strapped with the major investment in the US only ?
I have been tracking the case with RFID passports for quite some time. They have been in the pipeline now for over 24 months. It was deployed recently for commercial application. I noted the chatter here
The US Defense Logistics Agency (DLA) announced that Odin Technologies, which handles RFID testing, software development, and deployment, has been awarded the contract to deploy passive RFID equipment throughout 26 facilities globally by the end of 2007.
The RFID space is heating up. With the DOD pushing the envelope, other parties should sit up and take note