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GLG News by Direct Mail Marketing Experts (North America)

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November 10, 2008
How about NJ Retail?
Analysis of: No Crisis Thus Far for NYC Retail | www.commercialpropertynews.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
East coast retail grocer, Wegmans Food Markets is dropping prices in response to the current downturn.  What is troubling is the impact on their supply chain and downstream suppliers?   
Mark MariottiNovember 6, 2008
Global Transparancy Needed
Analysis of: RBS unveils capital plan as writedown hits £6.1bn | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Seems that still today (11/5/2008) that various US financial stock market reporting data indicates symbol RBS (Royal Bk Scotland Group Plc) has a per share price value of USD $1.08 and dividend yield of such an unbelievable nature as well as n/a (as of 12:19 PM EST on 11/05/2008 in USD - NYSE). Investors...
Mark MariottiNovember 5, 2008
Another AT&T Cycle
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Personally during the previous 30-years I have utilized the business and services of AT&T land line and wireless services. I have experienced the previous court break-up of AT&T - the dividend destruction of AT&T common stock, and never sure which company the current AT&T...
Cathy StaufferNovember 4, 2008
Store Closings Will Not Save Circuit City
Analysis of: UPDATED: Breaking: Circuit City Closing 155 Stores | consumerist.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Momentum is pulling down CC fast.  Closing these stores is certainly not going to stop that, and will likely accelerate it.
November 3, 2008
Consider Consumer Savings as a Business Indicator
Analysis of: Are We Ready to Rally? | maxkapital.blogspot.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
As a business leader, I see the change in consumer savings as a leading indicator for the retail industry.   
Mark MariottiNovember 3, 2008
What EXACTLY is in this thing? The “mark-to-market” effect.
Analysis of: Deutsche Bank profit plummets 94% | www.bankingtimes.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Deutsche Bank posted a profit in the third quarter of 2008, but only after adopting EU accounting rules (avoiding a loss by making so-called “mark-to-market” valuations of its investments) that allowed it to apply a new method of valuing its assets. Deutsche Bank senior executives will not be paid...
November 3, 2008
Retail Cut Backs is a Lagging Indicator
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Consumer Savings vs. Consumer Spending is a leading indicator for the electronics industry rebound. 
November 3, 2008
Partial Managment Solution Won't Work in Today's Workplace
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Continuous improvement (CI) in this industry is here to stay, yet when management is concerned about basic functions such as payroll; very few strategic programs are on the radar.       
Kenneth EisnerOctober 31, 2008
I Bet Against Microsoft's Azure in Cloud War Against Amazon, Google, Sun, ...
Analysis of: Azure: Can Microsoft Meld Windows with the Web? | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer.  They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features.  In the face...
Kenneth EisnerOctober 30, 2008
Cox May Make Huge Mistake by Investing in Wireless
Analysis of: Cox to Enter Wireless Services in 2009 | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...

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