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GLG News by Online Advertising Experts (North America)

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July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.       Driven by political expenditure, Hispanic Ad spending continues to show strong growth.     2.       Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 7, 2008
IS IT TOO LATE FOR SAM ZELL AND TRIBUNE COMPANY
Analysis of: L.A. Times Newsroom to Shrink by 150 Jobs | www.nytimes.com
Author: GLG Expert Contributor
You cut and cut and before you know it there's no product to sell. Unlike a factory or other asset, there's no correlation between reducing cost and overhead and making a profit.
Richard HineJuly 4, 2008
WSJ.com Increases Traffic and Reinforces Roadblocks
Analysis of: WSJ.com Enjoying Significant Bump in Traffic...With Subs Intact | www.mediaweek.com
Author: Richard Hine, Principal, Richard Hine
With unique users up 94% and total page views up only 45%, it's clear that wsj.com has found more ways to introduce non-subscribers to the frustrations of its site
Richard HineJuly 4, 2008
Is it Too Late for Sam Zell to Save the Tribune Company?
Analysis of: L.A. Times Newsroom to Shrink by 150 Jobs | www.nytimes.com
Author: Richard Hine, Principal, Richard Hine
Massive debt + no real plan + continued business decline = big trouble
July 3, 2008
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.    Real D, Dolby and NuVision battle it out over ease of use, technology and business model      2.    The number of 3-D Cinema installations is tiny compared to the total number of screens worldwide… there is an extensive market waiting to be...
Mark MariottiJune 19, 2008
Hardware & Software Duality
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
Kevin LeeJune 18, 2008
Not so fast for mission critical apps.
Analysis of: Is Google your next data center? | www.computerworld.com
Author: Kevin Lee, Chairman & CEO, Did-it.com
Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it.  for middle market companies having computing in the cloud may make sense. But it comes with risk
Mark MariottiJune 17, 2008
Las Vegas Housing Parabola
Analysis of: HOME INVENTORY INCREASES IN MAY | www.lvrj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
Richard HineJune 17, 2008
Worst Quarter Ever for Newpapers in Print and Online
Analysis of: Newspapers' Print Ads Declined 14% in Record Drop | www.bloomberg.com
Author: Richard Hine, Principal, Richard Hine
Newspapers are failing on both fronts.  They are in a severe print advertising recession.  And online sales are slowing -- up  a mere 7% vs. industry-wide growth of 24%.  Falling revenues make reducing debt at Tribune more difficult and put dividends at risk at McClatchy, Gatehouse...
Richard HineJune 12, 2008
Death by 500 Cuts
Analysis of: The L.A. Times's Human Wrecking Ball | www.washingtonpost.com
Author: Richard Hine, Principal, Richard Hine
Amid falling ad revenues, is Sam Zell destroying the LA Times (and other Tribune papers) by cutting news pages, making newsroom decisions based on quantity not quality of reporting, facilitating the exits of his best staff and dumbing down his papers beyond recognition?

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