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GLG News by Online Advertising Experts (North America)

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September 15, 2008
Nielsen Metrics Notoriously Skewed - Don't Put Too Much Weight On Findings
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
- Nielsen comes out with a new study - telling us everything we already know, and analysts rush to measure the industry-changing impact. The knee-jerk reaction is that the advertising industry will adjust spending from "mainstream" markets to ethnically-diverse outlets; however, Entertainment companies...
Mark MariottiSeptember 15, 2008
Southern California Mortgage Lending Rates Drop
Analysis of: Mortgage market improves with new market-leading deals | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Effective immediately after the Fannie/Freddie take over, the DITECH origination service of Cerberus' GMAC Financial Services launched a television campaign to offer 5.5% interest rate mortgage loans.
Mark MariottiSeptember 15, 2008
The Bear Sterns Equity Strip Model
Analysis of: Lehman Brothers faces Korean takeover bid | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Unlikely that a suitor firm will take over Lehman directly by itself without assistance, perks or partners. As you may recall Bear Stearns in a similar situation, and remember that the Feds had to lend and assist JP Morgan with the acquisition.
September 11, 2008
Nielsen TV HH's Increase for 2008/09
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
Continued growth overall, key shifts in population demographics. New technology enables advertisers to better reach these targets.
September 2, 2008
A Mature Virgin Desires an Old Midland
Analysis of: Virgin Atlantic ready to take on BA | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The proposed commercial alliance of British Airways, Iberia and American - lets call it BAAABI represents a strong consolidation on the most lucrative part of the Transatlantic market - UK-USA. Virgin Atlantic and its chairman have been waging a "BA-AA No Way" battle for years. Now its very intense....
August 25, 2008
Austrian struggles as deadline approaches
Analysis of: Austrian struggles to find strategic partner | uk.biz.yahoo.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
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...
Mark MariottiAugust 18, 2008
Localized 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: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
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: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
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: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
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

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