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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

A Change in Strategy for IAC

November 12, 2007

Analysis of:Hoping to Grow, Diller Prunes Empire | online.wsj.com

IAC's strategy to spin off Ticketmaster, HSN, Lending Tree and Interval signify a major shift in strategy for IAC. In the past year Ticketmaster, HSN and Lending Tree have seen declines from past performance. Will these firms thrive independent of IAC? Are current market conditions going to continue? Will these firms may see struggles in the years ahead?

Live Nation Breaks New Ground

October 11, 2007

Analysis of: Madonna Heads for Virgin Territory | online.wsj.com

Live Nation's pending deal with Madonna sets another signal for the live entertainment industry. The future for Live Nation is a bit unclear. Will they successfully manage ticketing after their Ticketmaster deal ends? Now they are signing major artists in what can be considered an attempt to extend a vertical integration strategy all the way to the content provider.

Microsoft's consumer MHR offering: Another addition to the fragmented consumer healthcare space.

October 9, 2007

Analysis of:Microsoft launches Web site to hold medical records | uk.reuters.com

Microsoft is the latest Internet firm to jump on the consumer healthcare train. Offering a medical health record (MHR) to consumers is not unique. Also standards for electronic health records (EHR) are still evolving with many current and potential players.

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