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July 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store.      2.  Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...
July 25, 2008
High-Definition Is Changing the Multiplatform Marketplace
Analysis of: Verizon FiOS TV set to light up New York City | www.telecommagazine.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. DIRECTV is the key factor in stimulating the HD market.    2.  For the MSOs and Telcos, Time Warner leads in terms of High-Definition feeds with 56 HD channels in the New York
Tom DaileyJuly 23, 2008
Is Discover’s Acquisition of the Diners Club Network a Good Thing?
Analysis of: Discover Completes Diners Club Acquisition | dealbook.blogs.nytimes.com
Author: Tom Dailey, Founder, Tom Dailey Consulting
Discover's acquisition of the Diners Club global network could greatly improve Discover's merchant acceptance.  However, there are major technical and operational hurdles involved in integrating the two networks.
July 22, 2008
Dell, HP and the PC Wars
Analysis of: PC shipments grew faster than expected in 2Q | biz.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
HP maintains worldwide leadership, but Dell is staging a comeback.  HP may be able to leverage their wide array of products for an advantage.  The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP.  Apple is a dark horse...
July 21, 2008
Will ING open next Central Eastern Europe home market?
Analysis of: ING get approval for Ukrainian life insurance | www.bankingtimes.co.uk
Author: GLG Expert Contributor
After some hesitation in the past ING is ready to step up the next Central Eastern European market place. After successful entrance of their perceived third European home market Poland (after the Netherlands and Belgium), ING is now ready for the next phase.
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.       Driven by political expenditure, Hispanic Ad spending continues to show strong growth.     2.       Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 14, 2008
The Vultures Are Gathering Around Sun
Analysis of: Shrinking Sun under the gun | www.theregister.co.uk
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attr...
July 14, 2008
The elephant wants to ride a scooter
Analysis of: Citigroup to Raise $400 Million for Indian Roads | www.bloomberg.com
Author: Harnath Sithamraju, Consultant, Harnath Sithamraju
1. Citi's investment constitutes a drop in the ocean. 2. India's infrastructure requires huge investments and a potential boom for construction companies. 
Tom DaileyJuly 11, 2008
The Pig is Still in the Python...
Analysis of: Credit Card Delinquency and Write-off Rates Still Below Historic Highs | www.nasdaq.com
Author: Tom Dailey, Founder, Tom Dailey Consulting
Credit Card delinquency and chargeoff rates are still tracking below historic highs.  There are signs that 2007 account vintages, especially those at or near subprime scores, may be among the worst performing vintages ever.  Card issuer guidance on delinquencies, writeoffs and loan loss provisions...
July 10, 2008
How Deep Are VMWare’s Troubles?
Analysis of: Microsoft vs. VMware: Rumble in the virtual world | www.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.

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