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GLG News by Online Advertising Experts (North America)

Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Survey: Alternative Media Surges (www.adweek.com)
Alternative media spending is growing rapidly despite the recession.  More important, because of the recession, most of this new spending will have to come from "traditional media."
Analysis of: Starbucks Seeks Customer Input (online.wsj.com)
Looks like Starbucks is trying to get back to basics after failing at mass customization. It's been a long and winding road for them, not unexpected when their leader had visions of 40,000 Starbucks.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Boeing Files Tanker Protest (www.businessweek.com)
Boeing's protest of the Tanker contract filed this week is a high risk strategy for a long time US military supplier. Challenging the very system that has benefited the company so handsomely over the years is a very risky strategy. The US procurement process however deserves scrutiny and reform
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: EU, U.S. to Study Airline Pricing and Competition (online.wsj.com)
Alliances are a reality - but what value do they bring and are they pro-competition or anti competition. Has the customer benefited from the big 3 alliances particularly across the Atlantic? Should BA and AA be allowed to extend their agreement to cover the Atlantic? Will there ever be true "Open Skies"...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Standard Insurers Nab More Nonstandard Auto Biz (www.propertyandcasualtyinsurancenews.com)
1) Full Disclosure - Mark Mariotti ran a nonstandard auto operation (California admitted MGA with Ohio company underwriting)  in Southern California during the 1970's &  '80s with a direct-marketing model and a non-internet online (yes back then) reservation style quoting system....
Analysis of: Oracle sheds light on its acquisition strategy (news.zdnet.co.uk)
Since the beginning of 2007 to February of 2008, Oracle has acquired 40 different software companies.  These companies include both large and smaller players, with the most recent, BEA, representing the largest acquisition in Oracle’s history at $8.5bn (US) dollars.  Their acquisition strategy...
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Airline stocks fall as fare sales loom (www.usatoday.com)
US Airlines are in for a major shock. The recession is biting harder and faster than was anticipated. Major threats all round will swing 2008 to a loss - possibly significant for the group of 10.
Analysis of: Glenmark’s molecule for Rheumatoid Arthritis - GRC 4039 (www.pipelinereview.com)
Rheumatoid arthritis (RA) is a chronic disorder in which the immune system starts attacking the body’s joints leading to joint damage, pain, stiffness, swelling, and limitation in motion and function of the affected joints.  Not only can this disease be painful and sometimes crippling to those...
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Zell Invokes Viagra, F-Word Urging Creativity, Speed at Tribune (www.bloomberg.com)
Cutting costs and calling the old bosses stupid won't be enough to turn the Tribune Company around.  If Sam Zell doesn't have answers for the company's problems, who does?
Christopher Boone, President and Chief Executive Officer
AppCentral, Inc.
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
Security issues + poor keyboard form factor + lack of Exchange 2003 compatibility + high cost all equate to lack of adoption by businesses as RIM replacement.

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