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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.
May 20, 2008
Porting data? Installing gadgets? This is what people think social networking is about?
Analysis of: Where Portals and Social Networks Collide | www.businessweek.com
Author: GLG Expert Contributor
While advancements in technology can allow for the ultimate online social experience, the mob doesn't care about technology.  But what do they care about?
May 14, 2008
No quick fix for food costs
Analysis of: Two more years....... | money.cnn.com
Author: Robert "Lee" Carroll, President and Operating Partner, Circle C Corporation
The causes of food cost inflation aren't about to go away.  Demand in emerging economies for a higher quality and more varied diet will increase, and ethanol production will make it more difficult for producers to respond quickly to the market. 
May 12, 2008
McDonald's is positioned perfectly
Analysis of: McDonald's U.S. Sales Rebound | online.wsj.com
Author: Rick Kowalski, Chief Operating Officer, It's A Grind Coffee Franchise LLC
- The economy is working in favor of McDonalds. - Recent menu additions (coffee) are adding to average check.
David YaskulkaMay 12, 2008
Buy.com deal reinforces that eBay will get what it measures. That’s good and bad.
Analysis of: eBay Partners with Buy.com for New-In-Season Merchandise | rksmythe.blogspot.com
Author: David Yaskulka, Vice President, Product Marketing, KOMPOLT
eBay’s deal with Buy.com represents a tectonic shift in a marketplace known for its “level playing field.”   Will the shift help? As Rany Smythe says in his blog, “If you ever wanted a preview of the "New eBay," I've got a treat for you, it will look a lot like Buy.com's eBay store.”  ...
Kenneth EisnerMay 12, 2008
Yahoo's Pain is Micosoft's (and of course Google's) Gain
Analysis of: Yahoo under pressure after deal collapse | www.ft.com
Author: Kenneth Eisner, CEO & Founder, Cosmebar
Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway.  They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the...

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