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GLG News by Newspaper Industry Experts

Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
I'm not sure that traditional first mover advantages exist in this product space.  The short product life cycle, the portability of phone numbers and relatively short service contracts don't lend themselves to sustained competitive advantage for a first mover.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Analyst: Next few months may determine Yahoo's fate (www.cnn.com)
Terry Semel left Yahoo with Hollywood-like problems: A formulaic approach.  Out of control budgets.  Disappointing returns.  Jerry Yang has a chance to restore the company's reputation for innovation--and essentiality.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: YouTube goes international in nine languages (news.yahoo.com)
YouTube is going local.  And that means the video-sharing phenomenon is about to get a whole lot bigger.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: MySpace, Yahoo, Facebook & Rupert Murdoch (gigaom.com)
Murdoch's having fun while thinking big and moving at internet speed.  Yahoo needs to do something different--fast.  Facebook, meet checkbook.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Semel steps down from Yahoo; Yang takes over for CEO (www.variety.com)
Jerry Yang now has a chance to do for Yahoo what Steve Jobs did for Apple: prove that, as a co-founder of the company, he has the vision to restore Yahoo's leadership and create the coolest "stuff" in the online world.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Pearson Tries to Recruit Partners For Potential Dow Jones Offer (online.wsj.com)
Pearson has emerged as a potential rival to News Corp; GE may get involved to help CNBC--and stop Murdoch gaining ready-made content for the Fox Business Channel
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
June 18, 2007
The MySpace Times
Analysis of: MySpace...The Biggest Threat to Newspapers? (publications.mediapost.com)
Kids don’t read newspapers, but they are getting more of their news and information from social networking sites.  New research from World Association of Newspapers highlights more challenges for daily papers.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Bancrofts Warm to Murdoch's Offer (www.washingtonpost.com)
Dow Jones has accepted that a "go-it-alone" strategy no longer fits today's media marketplace. If the News Corp bid succeeds, maintaining editorial integrity at The Journal will be crucial. Any shift in tone could impact readership and, crucially, advertiser perceptions and revenue.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: With big web users, print takes the hit (www.medialifemagazine.com)
As more consumers spend more time online, traditional media continues to see substantial declines; The news is worst for print publishers; Advertiser spending will continue to follow the eyeballs and migrate online

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