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GLG News by Commercial Printing Market Experts

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Robert SethreJune 4, 2007
Memjet: an enticing development, but where will it fit?
Analysis of: Printing firm eyes HP turf | seattletimes.nwsource.com
Author: Robert Sethre, Chief Executive Officer, Woodford Group, LLC
In a rare reversal of roles for the market leader and established players, an upstart company's new technology confirms the new HP introduction and exposes the weaknesses of other manufacturers, especially in the inkjet space.  But the full impact of the Memjet product is unclear, until...
Dave HillmanMay 30, 2007
Why Is Softwood Market Pulp In Such Short Supply?
Analysis of: Highlights of the International Market Pulp Conference | internationalpulpweek.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Global demand is expected to grow by at least 3.5% in the next 12 months with very little new tonnage coming on stream to meet this demand. China's total fiber demand is expected to grow to 81-90 million mt by 2010.  This year they expect to import 7.5mmt of virgin pulp. Tissue machines are being...
May 29, 2007
China Mobile, QQ, AT&T (Cingular) and Verizon: a Case Study for Mobile Content:
Analysis of: Fox: Mobile content needs balance of payment models | telephonyonline.com
Author: James Meyers, Chief Executive Officer , Alpha Media
SMS can be a damaging form of advertising for mobile contentSubscription revenue schemes have worked well and increased ARPU in ChinaContent aggregators may ultimately be squeezed by the mobile carriers
May 29, 2007
Protectionism Does Not Protect
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: David Adams, President and Owner, Paper Quest llc
Any discussion on the restriction of Free Trade is important in this Global economy. The more the USA imposes tariffs restrictions the more the rest of the world will simply retaliate. Through sensible and considered negotiations. most trade problems can be resolved to the benefit of both counties....
May 29, 2007
Beating up on Wal-Mart is popular, but they do serve a market; and meet a need
Analysis of: Wal-Mart, ShareBuilder Set Deal to Offer Investing Services | online.wsj.com
Author: GLG Expert Contributor
Meeting the needs of the under banked in the US ia a large market opportunity. There is a material segment of the US population which is under served by banks and financial services companies. The method this segment uses to handle bill payment, sending finds home, and the like is very expensive for...
May 28, 2007
3-D is Motivating the Replacement of Film in Theaters with Digital
Analysis of: U2 performs 'Streets' on Croisette | www.hollywoodreporter.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.3-D is compelling the exhibitors such as Regal Entertainment Group, AMC Entertainment Inc. and Cinemark to replace their film projectors with the higher priced digital projectors2.Due to Digital Cinema Initiatives, LLC (DCI) initial domestic focus, U2 3D may have one big liability Internationally--Not...
Edward CrowleyMay 18, 2007
Absolutely Not! HP still has growth - and lots of it!
Analysis of: H-P CEO: Continues To Gain Market Share In 'Key' Areas | online.wsj.com
Author: Edward Crowley, Senior Consultant, Woodford Group, LLC
Based on the recent stock price it appears that the street believes HP has peaked.  I disagree for several reasons including: Strength in HP's core profit machine - IPG - is not only gaining ground in HP's traditional markets, but also making significant gains in new incremental markets. Mark Hurd...
Dave HillmanMay 18, 2007
Will the new eucalyptus mills burst the bubble?
Analysis of: Highlights of the International Market Pulp Conference | internationalpulpweek.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
For the second year in a row pulp prices have increased across the board with NBSK now at US$810/admt and going up again in June/July. Bleached Eucalyptus is the highest priced hardwood at US$715. China will is expected to purchase 7.5 million mt this year and their appetite continues to grow as new...
Edward CrowleyMay 17, 2007
Imaging Market Achieves Record Profits
Analysis of: Printing and Imaging Industry On a Roll | www.ondemandjournal.com
Author: Edward Crowley, Senior Consultant, Woodford Group, LLC
It is easy to view the imaging market very negatively due to poor financial results from Lexmark, Xerox, and others.  However, the industry is actually very healthy as indicated by this article.  A few key points: The top hardware providers produced over $4B in profits from their imaging business...
May 11, 2007
AT&T / U-Verse Stumbles, Verizon / FiOS excels
Analysis of: AT&T raises spending plan for U-verse | biz.yahoo.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.AT&T U-Verse has encountered legal technical and outsourcing problems, resulting in AT&T putting the service in fewer markets than originally expected. 2. Verizon FiOS is making inroads to Cable Vision Systems and Comcast Communications coverage areas 2. Verizon FiOS is making inroads to Cable...

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