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GLG News by Direct Mail Marketing Experts (EU)

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November 12, 2008
Factory orders changes at Apple, Asustek have divergent causes
Analysis of: Apple and Asustek reduce notebook outsourcing by 20-30% in 4Q08, says paper | www.digitimes.com
Author: GLG Expert Contributor
Expected reductions in orders to OEM partners from Apple and Asustek are based in two very different circumstances. Apple is preparing for new product mix/categories while Asustek is preparing for new competition in key categories. The Asus brand is going on defense just as Apple prepares its newest...
November 10, 2008
Apple goes for a Fast Forward
Analysis of: Apple's Furiously Fast Future | www.technewsworld.com
Author: GLG Expert Contributor
Apple has indicated a willingness to accept lower margins. The indications are that it will start to control more of the "secret sauce" as it begins to develop specialised processing platforms for increased operational time and computational performance in its mobility products: the iPod, iPhone, and...
Patrick KellyOctober 14, 2008
WOOLIES....YOUR TIME IS UP!
Analysis of: Woolworths comfortable with finance and cash position | uk.reuters.com
Author: Patrick Kelly, Managing Director, Retail 1st
Woolworths is outgunned in every product category by faster, keener and way more effective competitors. Too many stores and too much space plus a story that no one wants to listen to... irrelevance and extinction beckon. Years of under investment and poor management focus have resulted in Woolworths...
Patrick KellyOctober 9, 2008
Land of Leather no longer in the land of opportunity!
Analysis of: Land of Leather directors defer pay as profits dive 88% | business.timesonline.co.uk
Author: Patrick Kelly, Managing Director, Retail 1st
Land of leather's woes herald more than a downturn in the housing market and consumer big ticket jitters. The age of the "disposable" value driven leather sofa has come to an end. Customers were already growing tired of the edge of town shed format occupied by Land of Leather and fellow struggler...
September 15, 2008
The road to an automotive winter of discontent.....
Analysis of: Renault workers strike as job cuts announced. | news.bbc.co.uk
Author: GLG Expert Contributor
The automotive sector in the 'generally acknowledged' established markets are in for a rough time.  Over the last decade as consumers have surrounded themselves in debt - much of it either on 'plastic' or 'attached to property' the motor industry has enjoyed great success, but what happens when...
September 9, 2008
Dell proves it is not immune
Analysis of: Dell Plans to Sell Factories | online.wsj.com
Author: GLG Expert Contributor
Dell's decision to attempt to outsource its manufacturing is little more than the sign of the times when it comes large international business.  Dell has ploughed a lone furrow for years but when it comes down to it mass consumers, and businesses alike buy a brand, they demand value, and within...
Patrick KellyApril 29, 2008
The Emerging Markets Are Now A Must For All Major Retailers
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: Patrick Kelly, Managing Director, Retail 1st
The new Emerging Markets are here to stay and will totally change the Retail map of the world. US and European Retailers who wish to grow over the coming years MUST step up their International Expansion plans. There is a real need for "Isolationist" Retailers to wake up to these major opportunities...
Patrick KellyApril 29, 2008
The new Emerging Markets are here to stay and will totally change the Retail map of the world.
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: Patrick Kelly, Managing Director, Retail 1st
US and European Retailers who wish to grow over the coming years MUST step up their International Expansion plans. There is a real need for "Isolationist" Retailers to wake up to these major opportunities before it is too late and a "New World Order" has taken shape without them! 

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