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GLG News by Online Advertising Experts (North America)

Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: FAA: Boeing's New 787 May Be Vulnerable to Hacker Attack (www.wired.com)
Boeing's new 787 Dreamliner is a very complex and advanced feat of engineering The aircraft is late and there are some significant problems both logistically and with the IFE/LAN and Flight Control system software from Honeywell. Is the aircraft at direct and imminent risk at launch?
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Delta delays Comair sale as it explores merger hopes (www.ft.com)
Investment companies both public and private are pressuring several US airlines to merge, specifically Delta Airlines, United Airlines and Northwest Airlines are mentioned as candidates. While rationalization might be good - good for whom? Are there alternatives, yes there are.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: British Airways To Start New U.S.-to-Europe Service (money.cnn.com)
BA formally announces Project Lauren with a new brand "OPENSKIES". Long time BA Exec DALE MOSS is charged to lead the new brand. Interesting choice of cities and impact for BA's competitors
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Airline Business confidence index (www.iata.org)
Demand will stay high in many parts of the World. The US economy meltdown driven by Real Estate will cause a more cautious travel outlook. Extra capacity being added in some markets will erode yields.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Going Green: Minimizing Aviation's Environmental Footprint at Airports (www.trb.org)
Airports have a major impact on Aviation's efficiency Airports are a very scarce resource Airports need to be added to Emissions Trading Schemes now.
Analysis of: Galapagos announces osteoporosis collaboration with Lilly (www.pipelinereview.com)
1.   Did this collaboration increase the stock value of Galapagos or Lilly ?  If so, why ? If not, why not ? 2.   Like all Big Pharma Cos, Lilly is very vulnerable to the demands of Wall Street for quaterly dividends and has a shallow pipeline of new drugs in development. 3.  ...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Level 3 Files Suit Against Limelight Networks Over CDN Patents (blog.streamingmedia.com)
This morning, Google indexed a filing from December 17th from Level 3 Communications who filed a patent infringement suit against Limelight Networks (Case number 2:2007cv00589) in the District Court of Virgina. I have not been able to get a copy of the filing as of yet but I was able to speak to Level...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: CDN Funding Continues: CDNetworks Raises $96.5 Million (blog.streamingmedia.com)
Hot on the heels of EdgeCast announcing it had raised $6 million dollars, content delivery provider CDNetworks announced late yesterday that it had raised $96.5 million in private placement. For CDNetworks, this funding now gives them the ability to make a serious push in the U.S. market for content...
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
Analysis of: Sharp teaming up with Toshiba for LCDs (news.yahoo.com)
1.  Sharp recently regained the number one spot for sales of HD LCD TV’s from Vizio.  2. 60% households who are planning to purchase a new television in the next six months are planning to buy an HDTV set.      3.  DIRECTV is achieving strong HD growth.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Breaking: Kayak Raises $196 Million, Buys Rival SideStep (www.techcrunch.com)
Two leading search players combine in the US market Costs will be slimmed so that two marginally profitable companies will become nicely profitable Challenge to Google is timely

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