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GLG News by Commercial Printing Market Experts

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Dave HillmanMay 9, 2008
Methane from cellulose in sewage
Analysis of: The Biofuels Backlash | online.wsj.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
There is a huge amount of cellulose in municipal sewage and represents enormous potential for producing an energy source from a current discarded material.  What would it take to make this commercially feasible? If a process could be proven effective, every municipality in the US could incorporate...
May 6, 2008
Kiss and Punch is the new game for advertisers and agencies
Analysis of: Kiss and Punch | www.forbes.com
Author: GLG Expert Contributor
The days of trust between the ad agency and the technology advertiser will be a thing of the past.  Gone will be those days when technology companies could give robust product roadmaps to their ad agencies trusting that they will not turn the table and use that information to negoatiate a better...
Rick SheaApril 28, 2008
Organic and Natural Food Growth Stalls with Increased Commodity Costs
Analysis of: Naturally,Super Valu Customers Want More Options | www.forbes.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Increasing commodity costs are having a negative impact to the growth of organic and natural foods.As commodities increase consumers are being more selective and price sensitive in their grocery shopping.This trend does not bode well for retailers like Whole Foods (WFMI) and the manufacturers that...
Rick SheaApril 24, 2008
Apple's Superior Brand Strategy Leads to Strong Results
Analysis of: Apple's 2Q Results Beat Wall Street Views | biz.yahoo.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Apple once again delivered very strong results in the face of hesitant consumers under recessionary pressures.Total revenue growth for the latest quarter was +36% led by the Mac brand in personal computers at +51%.The MP3 segment led by the I Pod brand delivered growth of +1% while the I-Phone...
April 22, 2008
Amazon The Monopoly
Analysis of: Amazon Tightens Grip on Printing | online.wsj.com
Author: GLG Expert Contributor
Amazon is using its market power in aggressive ways that will under-cut the business models of some of their most ardent supporters Small publishers will be forced to decide to do business with Amazon or not:  Based on the new print on demand policy it will be too expensive for these publishers...
April 21, 2008
Betting against the house...at Google no less.
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
This is a good reminder that buying advertising from Google is like betting against the house and that barriers to entry for competitors like Microsoft and Yahoo! continue to rise.  Google has great supply - but how much demand is in the market is the question.
April 21, 2008
Commercial Printers, "What's your value"? Without talking about Price, Quality or Service...
Analysis of: Commercial Print...Setting the Stage to Grow Revenue and Margin | www.firstresearch.com
Author: GLG Expert Contributor
1. If you can't say it in your Clients' terms then it means nothing. 2. Buyers get paid to do just what you don't want--lower your pricing. 3. Everyone is saying the same thing, so what REALLY makes you different?
April 17, 2008
Two Studios Join Disney to Sell New Releases on Apple’s iTunes
Analysis of: Downloads king as iTunes tops U.S. music retailer | www.reuters.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Fox and Paramount “experiment” with new release sales on iTunes      2. Studios have hesitated to offer new releases for sale on iTunes due to pricing fears and the fear of Apple becoming al too powerful.
Brad FranchiApril 16, 2008
Meadwestvaco continues on Forest Exit Strategy
Analysis of: MeadWestvaco Sells Kraft Paper Mill | www.wciv.com
Author: Brad Franchi, President, Forest Strategies, LLC.
The sale of the MWV mill at North Charleston. SC, will have ramifications for both parties.  MWV will shed the pulp and paper mill, but also a lumber mill, and 4 chip mills, which were part of the integrated procurement strategy for this mill.  Up until the merger with Mead, this facility...
Dave HillmanApril 11, 2008
China + India = A Tight Global Pulp Market
Analysis of: Pulp Imports To China Surged In 2007 | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
China's growing middle class has developed a strong appetite for both Uncoated FreeSheet (A4 Copybond, Offset Printing paper, envelope, tablet, thermal imaging papers etc) that has exceeded the PRC's expectations.  How much more will it grow?  The Government has already said by 2010 their...

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