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Gordon Borrell, CEO

Gordon BorrellCEOBorrell Associates Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Mobile Advertising's Gold Rush

November 16, 2009

Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is definitely the new-new thing, but it sounds like the hype we heard when the Web was born as a graphical interface and banner ads started appearing in 1995. Be careful -- mobile advertising isn't going to produce overnight riches. For proof, look at your own mobile device. Where are they ads? And if you see any, tell me if they're prompting you to buy anything. Timing is everything, so before you jump in, read on.

Michael Bonfils, President and Worldwide Director

Michael BonfilsPresident and Worldwide DirectorSEM International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

Dane Madsen, Consultant

Dane MadsenConsultant Dane Madsen What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Google’s message to Yahoo: “You are not that important.” Does Yahoo understand?

November 10, 2008

Report: Google, Yahoo make concessions on ad deal | www.businessweek.com

The inevitable happened.  Regulators killed the Yahoo-Google agreement before it started        1) There is not enough distribution for interactive ads and Google did not see this as meaningful incremental traffic to waste the time and energy fighting the DOJ      2) Display advertising has sunk to a new low of ~0.35% click through therefore anything display driven has little marginal value      3) Jerry Yang has proven to be an ineffective leader in the short time he has been managing Yahoo, again

Gordon Borrell, CEO

Gordon BorrellCEOBorrell Associates Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Goodbye, Weather Channel

May 1, 2008

NBC, CBS seen bidding for Weather Channel | www.msnbc.msn.com

Some of you may remember how you felt in the 1990s when Johnny Carson's last few shows were being aired.  I feel the same way with The Weather Channel. Competition for TWC has been pent up for years; having it owned by one of the four major TV networks is bound to unleash competition that it will be unable to compete with.

Ronald Kiima, President

Ronald KiimaPresident Kiima Incorporated What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Bush Nominates Two Democrats to SEC: More of the Same is Likely

March 31, 2008

White House to Tap Two Dems to SEC | www.cfo.com

Will President Bush's recent nomination of two Democrats to the SEC make it more investor friendly?  Not likely!

Ronald Kiima, President

Ronald KiimaPresident Kiima Incorporated What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

2007 Accounting Error of the Year: Depreciation and Amortization

January 2, 2008

Securities Suits Spike in 2007 | www.cfo.com

The subject article provides some interesting insights into the upward reversal in the number of securities class-action lawsuits filed during 2007.  Given such, I thought it might be fitting to offer my personal insights into what I continue to believe is the most common, yet rarely noticed, accounting error. As in prior years, inappropriate depreciation and amortization methodologies once again gets my nomination for Accounting Error of the Year.  Unfortunately, absent some unforeseeable improvement in oversight by corporate auditors and the SEC, I suspect that I will again be making the same nomination this time next year.      

Stephen Tupper, Partner and Head of Competition & Regulatory Group

Stephen TupperPartner and Head of Competition & Regulatory GroupWATSON, FARLEY & WILLIAMS LLP What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Germany's competition authority prohibits Phonak’s takeover of GN ReSound

December 20, 2007

TBA | www.bloomberg.com

The block placed on the Phonak/ReSound merger in the hearing aids market by the German competition authorities although significant should not be seen as the rule but as an exceptional event. The nature of the market and the existence of a vociferous complainant competitor that is headquartered in Germany were decisive factors. The statistical evidence does not suggest that the German authorities are in any way predisposed to block so-called foreign-to-foreign transactions.  This article examines the background to Germany's intervention and provides a view with regard to its implications. 

Greg Sterling, Principal

Greg SterlingPrincipalSterling Market Intelligence What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Jellyfish acquisition not a response to Google CPA

October 10, 2007

Microsoft Acquires Jellyfish.com | blogs.msdn.com

To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small. MSFT could do CPA on its own network and doesn't need Jellyfish to implement it. My sense is that Microsoft may do something interesting and try and build out Jellyfish but maintain it as a stand-alone property. It could also languish under MSFT's ownership too.

Ronald Kiima, President

Ronald KiimaPresident Kiima Incorporated What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

SEC Schedule II - Visibility into the Integrity of Reported Results

September 11, 2007

SEC Schedule II - Visibility into the Integrity of Reported Results | tinyurl.com

Few other disclosures give as much visibility into the integrity of a company’s reported results like the SEC’s Schedule II – Valuation and Qualifying Accounts. Unfortunately, despite such schedule being required of most public companies, few companies seemingly fully comply. The absence of otherwise required data, or worse, the outright omission of the schedule in its entirety, should raise investor concerns that a company may be engaging in some degree of inappropriate earnings management.

Greg Sterling, Principal

Greg SterlingPrincipalSterling Market Intelligence What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

TribLocal.com Goes into Print

August 17, 2007

Chicago Tribune's Triblocal.com Spawns New Print Papers | publications.mediapost.com

Following in the footsteps of the Denver Newspaper Agency’s YourHub.com, the Chicago Tribune’s Triblocal.com community websites will begin publishing print editions.

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