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GLG News by Digital Cinema Technology Experts

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January 29, 2007
Hardware Margins Overlook the Real Profit Opportunity of iPhone
Analysis of: Apple to rake in 50% margin on iPhone | www.telecoms.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Apple and AT&T will earn more after the sale than on it2. The cost of making the phone is not the cost of goods to providers
January 29, 2007
More Choices = More Costs for Consumers
Analysis of: Will 'unlocked' cellphones free consumers? | www.usatoday.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Without carrier subsidies, consumers will pay more for phones2. Too many choices will confuse consumers3. Quality of service experience may suffer4. Carriers will find ways to recoup the lost revenue
January 18, 2007
Latino Culture Penetration and Influence into Mainstream
Analysis of: Globes Feel Pretty with TV Nods | www.hollywoodreporter.com
Author: GLG Expert Contributor
Latino Buying PowerLatino Selling PowerLatino Influential Power
Jon PeddieDecember 19, 2006
Its Not About Games
Analysis of: The Unlikely Game Player | www.businessweek.com
Author: Jon Peddie, President, Jon Peddie Research
It seems almost everyone has misread the reasons behind the acquisition, and what Voodoo is really all about.
November 17, 2006
Metro WiFi Challenges
Analysis of: MetroFi Teams With AT&T for Muni WiFi | gigaom.com
Author: GLG Expert Contributor
Metro WiFi has significant challenges ahead including:1. Deployment2. Technical feasibility3. Alternative solutions
Jon PeddieNovember 10, 2006
Need an application processor? Call Nvidia in about a year
Analysis of: Nvidia to acquire PortalPlayer for $357 million | www.marketwatch.com
Author: Jon Peddie, President, Jon Peddie Research
Nvidia will now accelerate their entry into the applications processor market for handhelds - may help with potential Apple deal.
Jon PeddieNovember 1, 2006
Sony will be the long term winner
Analysis of: Opinion: Why Sony Won't Lose the Next-Gen War | biz.gamedaily.com
Author: Jon Peddie, President, Jon Peddie Research
Microsoft will rule 2006, Sony will bring them to a draw in 2007 and in 2008 Sony will ship more than Microsoft and Nintendo combined. The architecture is killer. That’s the good news and the bad news. The PS3 has longer legs than any of the other consoles and that is mostly what will make Sony win....
November 1, 2006
Studios Caught Between Retailers and a Hard Place
Analysis of: Target, Big DVD Selller | www.wsj.com
Author: Steven Ramirez, Consultant, Sharp Angle
Although DVD software growth has finally slowed, this packaged media business accounts for billions at retail and is a major factor in movie studio profitability.Despite huge media attention, digital downloads of films account for a single digit share of the home media market.Brick and mortar retailers...

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