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GLG News by Direct Mail Marketing Experts (North America)

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Kenneth EisnerJuly 22, 2008
Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Kenneth Eisner, CEO & Founder, Cosmebar
In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel.  But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival.  These guys need a suitor, fast.
Kenneth EisnerJuly 22, 2008
10 Requirements to Reach Mobile Commerce Critical Mass because of Apple iPhone (and why the Nielsen report is dangerous)
Analysis of: Report: Mobile Internet use has reached "critical mass" | arstechnica.com
Author: Kenneth Eisner, CEO & Founder, Cosmebar
In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet.  But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous...
Kenneth EisnerJuly 22, 2008
We Need Nokia: Innovation Central to Smartphone Growth and Apple iPhone Competition
Analysis of: Nokia Tries Apple's Tune | www.businessweek.com
Author: Kenneth Eisner, CEO & Founder, Cosmebar
Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google.  Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world.  Music may be a tough entry...
Kenneth EisnerJuly 22, 2008
Sprint Acquisition by SK Telekom or Deutsche Telekom Spells Disaster, Unless They Ask the Experts
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Kenneth Eisner, CEO & Founder, Cosmebar
Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand.  Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing.  You want due diligence, come to the true experts for answers.
Tom DaileyJuly 11, 2008
The Pig is Still in the Python...
Analysis of: Credit Card Delinquency and Write-off Rates Still Below Historic Highs | www.nasdaq.com
Author: Tom Dailey, Board Member, Merchant Esolutions, Inc.
Credit Card delinquency and chargeoff rates are still tracking below historic highs.  There are signs that 2007 account vintages, especially those at or near subprime scores, may be among the worst performing vintages ever.  Card issuer guidance on delinquencies, writeoffs and loan loss provisions...
June 26, 2008
View from the front lines of automotive retailing- It's very lonely out here in domestics
Analysis of: GM May Need A Loan, And Soon | www.forbes.com
Author: GLG Expert Contributor
The joke is that the only place lonlier than a GM dealers showroom is the Chrysler /Dodge Dealer across the street. What does that mean? It means that retailers sporting a domestic brand will need to retrench and regroup ...start stocking up on used imports which are still selling well, and pray for...
Mark MariottiJune 19, 2008
Hardware & Software Duality
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
Tom DaileyJune 17, 2008
Plastic Cards as an account access device will continue to diminish
Analysis of: Mobile phones to replace credit cards | www.bankingtimes.co.uk
Author: Tom Dailey, Board Member, Merchant Esolutions, Inc.
- Plastic Cards as access devices to various types of payment accounts will continue to be important but will increasingly give way to alternative access methods - These alternative access methods will include devices such as smart-card enabled devices such as cell phones, watches or other devices and...
Mark MariottiJune 17, 2008
Las Vegas Housing Parabola
Analysis of: HOME INVENTORY INCREASES IN MAY | www.lvrj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
Mark MariottiMay 27, 2008
CHANGE for the better
Analysis of: MGAs Need To Prepare For Hard Market Now | www.propertyandcasualtyinsurancenews.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
MGA's can seek out better lines and Company deals. MGA's can seek out training to meet the changing demands. One very specific area an MGA can capitalize on is TECHNOLOGY.

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