GLG News by Commercial Printing Market Experts

According to Nielsen-NetRatings MySpace statistically dwarfs Facebook

The most measurable medium, the Internet, is causing the most controversy over how it should be measured.

Merger of Graphic Packaging and Altivity will result in the new GPK having 40% market share in recycled multi-ply paperboard. The top three North American recycled paperboard producers will have combined share of about 80%. This should improve prospects for balanced supply and demand and rational p...

While the growth of Saudi Arabia's tissue industry (facial, bath, AfH) is impressive for a country with so little fresh water, it is joining a previous growth in the disposables industry. The implication being that a growing middle class is becoming accustomed to enjoying the luxury of disposable products. ...

1. Could Charter, Cox and Cable Vision be targets in the next round of consolidation?  2. Will AT&T look to acquire DIRECTV or Echostar to create a quick fix?

The addition of a new Metso tissue machine at Saudi Paper Manufacturing Company will make Saudi Arabia the largest producer of tissue in the Middle East. This new machine is an incremental step to meet growing demand, rather than a spur to provide a significant jump in tissue consumption. Saudi...

1. MySpace may be closing the gap (in some respects) with Google/YouTube     2. News Corp. understands that advertisers are looking for more than just web traffic.

Ilim's four mills were built in the early-mid 60s on a shoestring by the Soviet Gov't.  They are badly in need of updating and renovation.  This could conceivably increase production by 50%.  What market areas will profit most from this new NBSK and dissolving pulp? The Russian gov't...

The new PCC coating pigment should be especially attractive to papermakers in view of the discontinuance of European coating clay manufacture and the recent increases in latex prices. The new product could significantly increase utilization of the MTX merchant PCC plant at Walsum, Germany - providing...

While I agree with Mr. Howe's assessment regarding the near term impact (the ruling effectively maintains the status quo), the long term impacts are potentially significant.  Particularly if the Judge upholds the Jury's ruling that Lexmark has "market power".  If this is upheld, the ramifications...