Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Mr. Jay Krihak

Senior Partner, Group Media Director & Gaming Inno, MEC:Interaction

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GLG News by Mr. Jay Krihak, Senior Partner, Group Media Director & Gaming Inno

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

Now They Tell Me...

January 14, 2008

With Wii and DS, Nintendo Has 2 Hit Game Devices | www.nytimes.com

I find it interesting that as gaming sector pundits look at console units sold, the handheld market is rarely mentioned.  As a result, it hasn't received it's due until now because of the DS shortage.  That signifies that there's plenty more growth & development to come in this space in 2008.

The Xbox 360 Gets Another Add-On

January 14, 2008

Microsoft's Xbox Could Consider Blu-Ray Support | news.yahoo.com

Xbox 360 has no loyalties other than to itself, so it makes sense that it would support Blu Ray in an add-on device, much in the same way it supports HD DVD.  But with a video marketplace on Xbox LIVE, it might not matter much in the end.

Maybe That's What He Wants Us To Think.... Maybe...

December 10, 2007

Expect fewer industry mergers, says Riccitiello | www.gamesindustry.biz

If John Riccitiello thinks that there will be less consolidation, then I have to think either he doesn't see any viable merger/purchase options - which is crazy - or he wants us to think that so he can buy another company and reclaim the #1 publisher status.

Me & Mario Until 2am

November 26, 2007

Video Games Plumber’s Progress | www.nytimes.com

I consider myself to be a pretty hardcore gamer who loves First Person Shooters.  But nothing will ever stop me from playing a Mario or Zelda game, and there are no other icons of gaming like them.

Nintendo's Strength Will Continue into '08

November 16, 2007

Nintendo Number One in Game Sales | www.pcworld.com

With a strong lineup, third party publisher support and a strong next-gen installed base, Sony has a ways to catch up and few, strong exclusive titles for this holiday season.

Many Ways to Get Around Pagerank

November 5, 2007

Google Scares The Search Crowd | www.forbes.com

All of these "parking" sites use paid search & direct navigation to circumvent low organic search result rankings.  But social media doesn't necessarily hinge on search - it's more about friends & application sharing.

Good Luck - Ask Ebay Before Attempting

November 2, 2007

Microsoft Threatens to Terminate Xbox Live Cheaters | www.pcworld.com

This reminds me of fraudulent sellers on ebay who cheat people and then are supposedly banned from ever selling again.  And if anyone knows that software is always at risk for being hacked, it's Microsoft.

Full or Partial Credit, Google Remains Dominant

October 23, 2007

Google Gets Undue Credit for Ad Conversions | www.pcworld.com

Atlas DMT has the ability to weight conversions based on a person's online ad exposure & actions.  And if it ends with a Google search, click & sale/action, then Google still commands the majority of the attribution.

PS3 for Me? Not this Christmas...

October 15, 2007

Xbox 360 Sales to See Minimal Impact from Cheaper PS3, says Analyst | biz.gamedaily.com

The Xbox 360 has a bunch of people playing games only available on their platform.  So until PS3 has a game or two that I really have to have, I wouldn't buy one even to have as a "cheap" Blu Ray player.

Ad-Supported Services? Not so far fetched...

October 15, 2007

Web 2.0 wave starts to take hold | news.bbc.co.uk

If search & email can be ad supported business models, then why can't other services or software as it moves from desktop to the Internet?

Local Search Exists?

October 15, 2007

Olympics, Online Video and Local Search To Drive Global Ad Spending | publications.mediapost.com

This is really interesting.  The need for local search is great, but the offerings are limited.  How that element can drive growth in '08 & '09 is beyond me - unless it's mobile.

227,000 Subscribers? Ads Are Better

September 26, 2007

New York Times to stop charging for online access | news.yahoo.com

People get their news & information from lots of places, so the NY Times did the right thing by opening up their best content.

A Big Deal for Perception, Not for Gamers

September 26, 2007

Sony delays PS3 "Home," but no talk of price cuts | news.yahoo.com

Sony is looking to have consumers think of buying a PS3 for Blu Ray and HOME first, and video games second.  But the PS3 is a video game console first to the consumer, making a delay of Home a minor factor.

Video Gaming First, Everything Else Later

September 11, 2007

Sony needs consistent PS3 strategy: videogame publisher | www.reuters.com

Playstation, the brand, stands for video games.  After it's in the living room, then Sony - through the Playstation Network & HOME - can tackle the other uses for the PS3.

Collaborate or Die

September 11, 2007

Popular social networks struggle to generate revenue | www.computerworld.com

In an age of collaboration & sharing, social sites should take a cue from the users by focusing on rev sharing agreements than on forcing ads on a generation of users accustomed to not having ads there in the first place.

Video is One Part of Revenue

August 23, 2007

Analyzing YouTube's Revenue Potential | www.alleyinsider.com

Aside from video, there are the banner ads, sponsorships and even ad sense that will make up the whole of ad-based revenue from YouTube. And that doesn't include anything from mobile devices.

It's As Easy As Search & Video (and Lower Costs of Online)

August 20, 2007

Online Ad Spending to Overtake Print by 2011 -- Study | internet.seekingalpha.com

Internet ad spending will overtake print because: - There's no search feature in Print - Printed editions are folding with online editions sometimes maintained - Targeting, scale, pricing and video are additional drivers - Content update immediacy vs printed editions - It costs less to produce things for Internet advertising today

Without Cookies, We Have No Data

August 20, 2007

It’s an Ad, Ad, Ad, Ad World | www.nytimes.com

The title says it all - if cookie deletion becomes a true problem, the entire data-driven world of online advertising will either have to evolve quicker than ever or will be in for a tremendous set-back.  In the interim, we have AJAX to deal with.

Cut or Add Components? Either Way, Xbox Needs More Value for the $$

August 20, 2007

Xbox 360 gets price cut | www.cnn.com

Xbox could have taken a different route versus a straight up price cut.  Regardless, the Xbox isn't selling like hotcakes any longer and something is needed to drive sales in bulk beyond Halo 3.  Playstation is a stronger device and before long, Xbox 360 will be an old-gen system.

Why Sell (or Buy) When You Can Partner?

August 7, 2007

Stop Guessing About a Facebook Acquisition | bits.blogs.nytimes.com

Facebook won't sell because: - They can be more effective through partnerships - Won't tell someone they can't be a partner - Is more than happy to be independent - Could cash in more as an IPO than LBO

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