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GLG News by Media Experts in GLG Member Programs

February 14, 2008
Does eBay Have Ears?
Analysis of: EBay to cut fees for media items after seller complaints (www.latimes.com)
eBay had better start reacting to its sellers concerns It's conceivable that Amazon will eat its lunch one day Can the company regain a semblance of its former stature?
Analysis of: Gannett Co., Inc. Releases December Statistical Report (www.tradingmarkets.com)
Article is extremely relevant as it address the current climate for newspapers. There is still life left, but much change is needed.
Analysis of: Private equity investment returns slow down (www.financialnews-us.com)
 Investments made by upper and mid market firms in the past two years will show lower returns, while new investments at today's valuation levels will show better returns in the future comparably. The lower-mid market is still very active and deal flow remains robust, mostly thanks to the inherent lower...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: After Rejection by Yahoo, Microsoft Hints at a Fight (www.nytimes.com)
Yahoo is in a good and a bad position.  The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price.  The bad news is that they've already seen AOL go down the road of a failed merger with Time...
Analysis of: Yahoo Board to Reject Microsoft Bid (online.wsj.com)
Yahoo is in a position where they must now negotiate a better price with Microsoft while at the same time evaluating the option of doing a "contract with the devil" (aka Google) that will generate much needed cash but effectively neuter Yahoo's ability to differentiate and grow. Eventually...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Millions of iPhones Go AWOL (www.businessweek.com)
AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit.  Plus, they get distribution to untapped markets and can still claim that they tried to prevent it.  Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google declares war on domain tasting? (www.imediaconnection.com)
Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern.  Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft.  In the vein of openness (OpenSocial, Android,...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? (blog.wired.com)
Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone.  However, Garmin has neither the brand power nor the expertise to pull off an iPhone.  We won't be able to predict success until we have much...
Analysis of: Gannett Co., Inc. Releases December Statistical Report (www.tradingmarkets.com)
Management is out of touch with market(s)... Management is old school and has bad attitude... Things can be turned around...
Analysis of: Google declares war on domain tasting? (www.imediaconnection.com)
Google's measures are meant to targeted domain kiting, not domain tasting. The new features alone will not impact domain tasting. he recommendation of the ICANN board to charge the ICANN fee also for domains that have been deleted again within the 5 day grace period is much more likely to have an effect...

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