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GLG News by Digital Media Experts

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Greg SterlingOctober 10, 2007
Jellyfish acquisition not a response to Google CPA
Analysis of: Microsoft Acquires Jellyfish.com | blogs.msdn.com
Author: Greg Sterling, Principal, Sterling Market Intelligence
To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small....
October 10, 2007
THOSE OLD GOOD BANKING TIMES
Analysis of: Housing Woes, Liquidity Test Spain's Banks | online.wsj.com
Author: GLG Expert Contributor
Banks searching for alternative business models Need for internationalization in medium sized banks High PER values
October 9, 2007
THE GOLDEN REFUGE
Analysis of: Gold Gains as Euro Rebounds Versus Dollar; Silver Is Steady | www.bloomberg.com
Author: GLG Expert Contributor
Since last 16th August gold prices have gone through an almost vertical climb from $652.4 to $746.8 an ounce, nearly $100 in 45 days and the highest price in the last 27 years. The Equity Funds category investing in gold constitutes a profitable alternative to the unstable capital markets and to...
Marty ShindlerSeptember 27, 2007
But Will It Add More Subs and More Revenue?
Analysis of: DirecTV Expands HD Channels | www.twice.com
Author: Marty Shindler, Chief Executive Officer , The Shindler Perspective, Inc.
DirecTV has added 21 new HD Channels to their existing tier of 31 toward a goal of 100 by year end. This is great news for their subscribers and for those who understand and appreciate the big difference that viewing in HD can make. However, the question becomes whether this will add a significant number...
William StueberSeptember 26, 2007
Helio is Changing Hands - Not Just Another MVNO Saga
Analysis of: Earthlink Stops Funding Helio | www.infoworld.com
Author: William Stueber, Independent Consultant, Bill Stueber
Earthlink's participation was predictably a significant mistake. SK Telecom has a broader agenda which justifies continued participation and funding. Earthlink acted as an appropriate partner to launch the venture but brings little to the operational phase.
September 26, 2007
Italian Parliament wants to help to Lottomatica, Snai
Analysis of: Italy's Visco not preparing rules on Lottomatica terminal fine threat - sources | www.forbes.com
Author: Paolo Zanetto, Senior Partner, Cattaneo Zanetto & Co
The prosecutors are claiming damages for a total of €98bn from the Italian gaming concessionary companies, including €4.0bn from Lottomatica (LTO.MI) and €4.8bn from Snai (SNA.MI). While the government is still considering what to do, there's increasing pressure from the Parliament...
September 26, 2007
227,000 Subscribers? Ads Are Better
Analysis of: New York Times to stop charging for online access | news.yahoo.com
Author: Jay Krihak, Senior Partner, Group Media Director & Gaming Inno, MEC:Interaction
People get their news & information from lots of places, so the NY Times did the right thing by opening up their best content.
September 26, 2007
A Big Deal for Perception, Not for Gamers
Analysis of: Sony delays PS3 "Home," but no talk of price cuts | news.yahoo.com
Author: Jay Krihak, Senior Partner, Group Media Director & Gaming Inno, MEC:Interaction
Sony is looking to have consumers think of buying a PS3 for Blu Ray and HOME first, and video games second.  But the PS3 is a video game console first to the consumer, making a delay of Home a minor factor.
Robert FriedmanSeptember 21, 2007
national cinemedia leads the field-in live cinema entertainment
Analysis of: National CineMedia and Marcus Theatres(R) Enter into Affiliate Agreement to Present Alternative Events in U.S. Movie Theatres | online.wsj.com
Author: Robert Friedman, President, RLF Entertainment
live cinema entertainment-via national cinemedia-opens new doors to revenue streams of movie theaters-broad and niche oriented events will create audiences that are not necessarily regular movie goers-by issueing subject matter that are  not normally available.
Marty ShindlerSeptember 20, 2007
Will VOD Come In Under The Radar As The Next Gen Technology?
Analysis of: Time Warner Cable to Top 1B VOD Streams in 2007 | www.homemediamagazine.com
Author: Marty Shindler, Chief Executive Officer , The Shindler Perspective, Inc.
While the format wars in the next generation DVD systems continue to confuse customers clearly indicating that there is not going to be an obvious winner for some time, if at all, VOD may be sneaking under the radar. This is still a very nascent business. The studios in making their content available...

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