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November 28, 2007
Response to Citigroup Capital Injection
Analysis of: Citigroup to Raise $7.5 Billion From Abu Dhabi State | www.bloomberg.com
Author: GLG Expert Contributor
This is really only the first round in Citi's restructuring.
Mark MariottiNovember 27, 2007
Wyoming... the next out-sourcing frontier
Analysis of: Forget India; Call Centers Boom in Caribbean | abcnews.go.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Forget India; Caribbean; Russia... Call Centers will Boom in small towns within the United States. 2) We are already seeing the peek of offshore out-sourcing. We have clients that have even capitalized and managed the offshore operation to make things more seamless. 3) Plenty of our clients have...
Mark MariottiNovember 19, 2007
Perfect Match...
Analysis of: Paperless Chase: Fiserv Agrees To Buy CheckFree | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Financial services offered by FISERV are now more robust and provide portfolio management services to the industry 2) Most financial services companies MUST rely on the expertise of solution providers - FISERV serves this market well with the new addition of CheckFree
Rick SheaNovember 8, 2007
Who Will Buy Wonder Bread ?
Analysis of: Twinkies Baker Opens Door To Bids | www.reuters.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
The recent article on Interstate Bakeries bankruptcy hearings now officially puts the company in play.IBC struggling from high plant and route costs and the unprecedented rise in flour costs has been attempting to emerge from bankruptcy.IBC Management has stated that their proposal values the company...
Mark MariottiNovember 6, 2007
Bark vs Byte...
Analysis of: Microsoft Threatens to Terminate Xbox Live Cheaters | www.pcworld.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) The Internal Revenue Service has longed for complete voluntary compliance, in lieu of this... the bark of the IRS and their published bites of cheaters are all well too known. 2) Microsoft (and all other providers who desire a level of fair-play) must bark (threaten) any users who have tampered...
Rick SheaNovember 5, 2007
Ralcorp to Purchase Post cereals ?
Analysis of: Kraft Near Deal to Sell Post to Ralcorp | biz.yahoo.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label...
Rick SheaNovember 2, 2007
Are All Food Companies Hostage to Commodity Prices in 2008 ?
Analysis of: Kellogg's 3Q profit up,warns on 2008 | biz.yahoo.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Wheat prices are up 100% in 12 month's. Dairy prices continue to climb, increasing the costs of most food manufacturers.Is this a temporary phenomenon or is food inflation here to stay ?  Both Kellogg's and Kraft have provided disappointing guidance in the last few weeks blaming wheat and dairy...
Rick SheaOctober 24, 2007
Can food companies survive the large increases in commodity costs ?
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Commodity cost increases (wheat,corn,oil,sugar) are causing havoc with food and CPG companies bottom lines.The significant upward pressures of wheat (+100% latest 12 months) specifically impact all cereal,baking, pasta and many other food companies profits. The key questions surrounding these increases...
Mark MariottiOctober 19, 2007
Digital images at SERVER LEVEL vs CLIENT
Analysis of: SVPCO Check Image Volume Continues to Grow | www.paymentsnews.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Further follow-up is necessary to determine net-metrics involved to calculate the REDUCTION of large volume phsycial check printing and storage at the SERVER level 2) Although there is no doubt, the REDUCTION in workforce effort and carry cost of MANUAL printing has reduced and the image storage...
Rick SheaOctober 11, 2007
Will Wonder Bread Survive?
Analysis of: Interstate Bakeries Says Unions Only Looking Out For Their Own Interests | www.topix.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Interstate Bakeries and its unions are locked in a negotiating stalemate  over employee jobs and compensation.Specifically, IBC's management is looking for job cuts and lower costs from the unions to make the company more cost competitive.The unions obviously are seeking to minimize impact on its...

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