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GLG News by Commercial Printing Market Experts

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September 19, 2007
Overall Ad Spending Is Down In 2007
Analysis of: Cable Takes a Ratings Hit | www.businessweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Viewer-ship is down at the broadcast TV networks.   The new Nielsen ratings system may have an equalizing effect on the flight of ad dollars from broadcast to cable TV.
September 17, 2007
FiOS Beats the Competition Again
Analysis of: AT&T U-Verse: 100,000 and Counting | gigaom.com
Author: James Meyers, Chief Executive Officer , Alpha Media
FiOS concentration on customer satisfaction is translating into very low churn.     FiOS TV is top in customer satisfaction with DirecTV second, Dish Network third, Comcast tied with AT&T U-verse in fourth place, followed by Cox, Cablevision, Time Warner, and Charter.
Rick SheaSeptember 14, 2007
Where's Kraft Foods Volume Growth ?
Analysis of: Kraft Boosts Outlook | biz.yahoo.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Kraft Foods has reported some progress in their recent quarterly earnings but the jury is still out on whether they can show sustainable sales and growth.Kraft has underperformed its food company peers over the last few years primarily because they have gotten away from what made them successful: new products...
September 13, 2007
How to sweeten the pill.
Analysis of: Ethanol Giants Struggle To Crack Brazil Market | online.wsj.com
Author: David Adams, President and Owner, Paper Quest llc
There is no doubt of the immense activity and interest for the major energy companies, not already in Brazil through their co-operations with Petrobras and as distributors of gasoline and alcohol for cars, to invest into the sugar cane industry in Brazil. The Brazilians smile and wonder why they are...
September 11, 2007
Toni Sacconaghi of Bernstein Research may know something about Lexmark
Analysis of: Bernstein Grants Lexmark Its Sole "Buy" Rating | seekingalpha.com
Author: James Howes, President, Data Doctors Computer Services
Lexmark's stock has been hammered since their dismal 2nd quarter earnings report. Toni Sacconaghi of Bernstein Research is now rating it a buy. does he know something that the rest of the market is missing?
Cathy StaufferSeptember 7, 2007
The iPhone – is it fair to be the first?
Analysis of: Apple stock falls after iPhone price cut | news.yahoo.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Is the privilege of being one of the first to get a highly anticipated, highly coveted item worth paying a premium?  Going into it, many (most) would say yes. After the fact people get agitated. So Apple did something - offered an in-store credit – most would prefer cash - and even went so far...
September 7, 2007
Apple Plans VOD Platform to Placate Studios
Analysis of: NBC, Apple play game of brinkmanship | news.com.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. iTunes is cannibalizing NBC home video sales.    2. Apple’s solution: open an iTunes rental / Video-on-Demand platform.
Cathy StaufferSeptember 7, 2007
Portable GPS sales explode and returns start to come down – a wonderful combination.
Analysis of: Garmin, Magellan Gain Share in Q2 | www.twice.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
In Q2 the global GPS market more than doubled, and in the U.S. the mobile GPS market grew by almost 300%. As prices come down and portable GPS systems become less of a considered purchase and more of an impulse purchase, sales will continue to grow at an outstanding rate. On the flipside of this explosive...
Chuen-Yi WangAugust 31, 2007
3D Display Market Grows From 4.98M Units in 2007 to 8.12M Units in 2010
Analysis of: 3-D printing for the masses | money.cnn.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. 3D Imaging & display technology international conference 2007 2. 3D interaction & display alliance congress, 3DIDA 3. 3D industry, Present and future
Dave HillmanAugust 30, 2007
China Will Get New Pulp From Uruguay
Analysis of: Metsa-Botnia Builds New Mill in Uruguay | paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Market Pulp is a global commodity  produced in 19 countries totalling 58 million mt this year.  Will a new 1.1 million mt/mill upset the supply/demand balance and cause a downturn in pricing?   Eucalyptus (referred to as BEKP) has a new price of US$755/admt as of Sept.1st. which...

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