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GLG News by Direct Mail Marketing Experts (North America)

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Kenneth EisnerFebruary 13, 2008
Will Yahoo! be the Next AOL? A Look at the Suitors – News Corp, Microsoft, and Google
Analysis of: After Rejection by Yahoo, Microsoft Hints at a Fight | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo is in a good and a bad position.  The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price.  The bad news is that they've already seen AOL go down the road of a failed merger with Time...
February 13, 2008
Ingenico Is Making A Play For Hypercom for $332 Million
Analysis of: INGENICO Sends Letter to Hypercom Board of Directors | biz.yahoo.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
Ingenico wants to acquire Hypercom for $332 million but Hypercom's impending acquisition of Thales e-Transactions business unit could be a "deal breaker." Hypercom's shares shot up 30% on 2.11.08 on news of  Ingenico's offer to acquire Hypercom. Ingencio is offering a 59% premium on Hypercom's...
February 13, 2008
Treasury Secretary Paulson & Mortgage Lenders Offer Borrowers A "Lifeline" With "Project Lifeline"
Analysis of: Plan Aimed at Forestalling Foreclosures | news.yahoo.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
Bank of America, Chase, Citigroup, Countrywide Financial, WAMU and Wells Fargo are the mortgage lenders who have teamed up with Treasury Secretary Paulson and HUD to provide borrowers facing foreclosure with a reprieve through "Project Lifeline," as mortgage delinquencies climb to over $200 billion....
February 12, 2008
Credit Crunch Blamed For Diebold's 800 Job Cuts
Analysis of: Diebold to cut 800 jobs due to deteriorating credit markets | www.atmmarketplace.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
2006-2007 has been a transition period for Diebold as it completes an investigation by the SEC and DOJ based on its "bill and hold" method of reporting revenue, which meant a sale was recorded and ownership was given to a customer, however, delivery didn't occur until a later period. After the Office...
Kenneth EisnerFebruary 12, 2008
AT&T is unlocked Apple iPhone 'scandal' loser; Apple will emerge comfortably
Analysis of: Millions of iPhones Go AWOL | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit.  Plus, they get distribution to untapped markets and can still claim that they tried to prevent it.  Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...
Kenneth EisnerFebruary 12, 2008
Google's domain tasting policy, though well meaning, is small potatoes
Analysis of: Google declares war on domain tasting? | www.imediaconnection.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern.  Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft.  In the vein of openness (OpenSocial, Android,...
Kenneth EisnerFebruary 12, 2008
GPS is worthwhile, but Garmin's Nuviphone won't impinge on Apple iPhone's Space
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? | blog.wired.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone.  However, Garmin has neither the brand power nor the expertise to pull off an iPhone.  We won't be able to predict success until we have much...
February 12, 2008
FDIC Suggests Banks Should Be Regulated Over High ATM Surcharge Fees
Analysis of: ATM Fees Need Harder Look: FDIC's Bair | www.reuters.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
From 1969-1996 ATMs were owned exclusively by banks and in 1996, the major networks Plus and Cirrus lifted their ban on surcharging and since that time three trends have emerged: 1. banks began "double dipping," charging a surcharge fee for non-customers and charging their own customers' a "foreign...
February 11, 2008
Reinsurers Are Allowing For Their Business Models Also To Become More Flexible And Adaptive
Analysis of: New ‘Bermuda Triangle’ Emerging, | www.propertyandcasualtyinsurancenews.com
Author: GLG Expert Contributor
The Business Models Of Entire Insurance Markets Are Evolving As The Industry Itself Changes With This Current Soft Market.
Martin BrillJanuary 31, 2008
Sailing In Rough Waters, Old Navy Charts a New Merchandising Course
Analysis of: Makeover at Old Navy: Faster Fashion a Key to Monthly Collections | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
In moving  from a key item merchandizing strategy to monthly "wardrobe building collections," will Old Navy  alienate of many of its core customers? Does Old Navy have the sourcing and logistics structure in place to execute a fast fashion delivery initiative without severe...

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