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August 25, 2008
Austrian struggles as deadline approaches
Analysis of: Austrian struggles to find strategic partner | uk.biz.yahoo.com
Author: GLG Expert Contributor
Analysis of: Austrian struggles to find strategic partner | uk.biz.yahoo.com
Author: GLG Expert Contributor
Today all interested parties must submit their expressions of interest to acquire the Austrian Government's 43% shares in the former national carrier Austrian Airlines. Any party can express interest but it has been made clear that Lufthansa is the preferred family member to win. There is a small chance...
August 18, 2008Localized Real Estate Recovery
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The prior several years have definitely been a severe downturn (stating the obvious) in the destruction of existing housing prices. Bloated inventories, overextended borrowers, lack of decent funding, macro economics, lack of faith in the valuations have all contributed to this mess. But it...
August 14, 2008
And now the end is near, and so I face the final curtain...
Analysis of: Travelport Announces Second Quarter 2008 Results | www.examiner.com
Author: GLG Expert Contributor
Analysis of: Travelport Announces Second Quarter 2008 Results | www.examiner.com
Author: GLG Expert Contributor
The GDS model has sustained the neutral travel distribution model for a very long time. From its less than humble beginings with IBM and American Airlines to the peak years of the mid- 1990s to to twilight zone it now finds itself in. So the time has come to accept its short comings and move forward...
August 13, 2008
Ryanair and the EC. Time for a Truce?
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: GLG Expert Contributor
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: GLG Expert Contributor
The EC and Ryanair are at constant loggerheads over the 3 main issues of fare displays, Subsidies from cities wanting service and of course the Aer Lingus acquisition. Given the economic climate and benefits that air transportation provides, the EC should perhaps consider rethinking at least one of...
August 13, 2008
The winter of Discontent will blow cold winds at United.
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: GLG Expert Contributor
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: GLG Expert Contributor
United's management is now embattled in both a legal and commercial fight with its pilot's the very people who brought in Tilton in the first place. United must cut more heads and deeper across the board to match the fleet reductions
August 12, 2008California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Director and Sr. Counselor, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
August 12, 2008It's a cycle, stupid!
Analysis of: Will Tom McKillop resign from Royal Bank of Scotland? | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Yes, it is a mess - I have seen about 3 or 4 cycles such as these over the last 30-years. We have all seen this mess coming years ago. In 2004, a vast amount of mortgage originators were doing some very creative things to sell mortgages. HEOPA and high cost was in effect while these negative...
August 12, 2008New Oriental and China's For-Profit Education Space
Analysis of: China's Little Dragons | www.forbes.com
Author: Jason Ma, Board Director and Sr. Counselor, IvyMax, Inc.
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
August 11, 2008
All things evolve, including technology
Analysis of: Cloud Computing: Anything as a Service | www.cioinsight.com
Author: Christopher Boone, President and Chief Executive Officer, AppCentral, Inc.
All things evolve, including technology
Analysis of: Cloud Computing: Anything as a Service | www.cioinsight.com
Author: Christopher Boone, President and Chief Executive Officer, AppCentral, Inc.
Cloud computing will increase productivity, reduce technology burdens, and improve cash flows as monthly subscriptions/utility services. While we are at the forefront of a new technology generation, SaaS/cloud computing will evolve and as it does, client installed software, locally stored data...
August 11, 2008
TV Advertising Tops Newspapers
Analysis of: Study: Broadcast Beats Papers for Ad Sales | www.reuters.com
Author: GLG Expert Contributor
Analysis of: Study: Broadcast Beats Papers for Ad Sales | www.reuters.com
Author: GLG Expert Contributor
No surprises here as newspapers continue to lose relevance amongst readers and advertisers. The Internet will be the biggest winner as has been forecasted for a while now
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