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August 31, 2007
Can Nokia N-Gage be Profitable This Time?
Analysis of: Nokia's N-Gage gaming service now official | www.engadget.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
Persistence is sometimes looked upon as a strength.  Persistence in a vision and carrying out effectively is necessary.  This is Apple’s model.  They have proven it with both their iPod and iPhone.  Nokia, on the other hand, is about to be persistent…yet again.  The communications...
August 30, 2007
Riding out the crest of the storm...some survivors are calmly waiting to pick up the pieces.
Analysis of: Some Banks Better Positioned Than Others to Survive Mortgage Fallout | biz.yahoo.com
Author: GLG Expert Contributor
'Survivor' characteristics of the Mortgage Fallout Storm Surge:     1) Diversified Products and Services;     2) Adherence to traditional underwriting standards;     3) Liquidity from organic growth of core deposits;     4)...
August 27, 2007
Music on line without DRM
Analysis of: Wal-Mart Launches MP3 Music Download Tracks | money.cnn.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
What are the consequences related to recent Walmart / Universal announcement for the industry and the consumer ?
August 22, 2007
Wrong Timing?
Analysis of: Xbox 360 gets price cut | www.cnn.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
What could have motivated Microsoft to cut the price of their X Box?
Mark MariottiAugust 9, 2007
The sky is not falling - wait and see might be more prudent
Analysis of: Online Ad Spending to Overtake Print by 2011 -- Study | internet.seekingalpha.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Many decades of print advertising have elapsed, providing solid metrics and return on advertising dollars. 2) Many online (pay-per-click and revenue sharing) opportunities are very new without the benefit of long time analysis.
August 3, 2007
Reports of death greatly exaggerated …
Analysis of: Media companies notice the sexiness of business news | www.usatoday.com
Author: GLG Expert Contributor
A closer or perhaps an inside look is required when considering the current fate of the newspaper / media segment. While newspapers are routinely critical of their own efforts, with the same level of routine they neglect to inform about their position of dominance despite dips in circulation. ...
August 2, 2007
Vera Wang's Brand now at Kohls - Vera, have you ever been inside a Kohls?
Analysis of: Vera Wang Set to Dress Up Kohl's | online.wsj.com
Author: Mike Kelly, Managing Partner, Brand Value Advisors LLC
The news that Vera Wang is hooking up with Kohls reconfirms a few things: •Pairing a bad brand with an iconic one only leads to at best a hasty failure and at worst irreparable damage to the superior brand's reputaion.  •As hard as it is to kill a great brand, people always seem game...
Mark MariottiJuly 25, 2007
Long overdue...
Analysis of: Countrywide profits fall 33% | www.inman.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
[FULL DISCLOSURE: MR MARIOTTI IS NOT CURRENTLY (BUT HAS BEEN IN THE PAST) ENGAGED BY CFC] 1) On or about January of 2003 our financial systems firm was solicited by the major real estate financial services firms to increase automation for compliance, predatory lending and loss mitigation....
Mark MariottiJuly 23, 2007
The real estate market is a market!
Analysis of: Home Sales Continue Decline | www.bendbulletin.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Absolutely, the real estate market is a market. 2)Just like any other market... Supply and demand still at work.
Mark MariottiJuly 23, 2007
Private Equity PAC
Analysis of: BlackRock Net Triples | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
1) Soon - if not immediately the rush to public capital will create the rush of public officials into the Private Equity firm. 2) There are monster companies out there with very little public oversite or regulation... how long will this last?

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