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GLG News by Online Payment Experts

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Richard BialekJune 4, 2008
MasterCard Clouds on the Horizon?
Analysis of: MasterCard "buy," target price raised | www.newratings.com
Author: Richard Bialek, Chief Executive Officer , Bialek Group
The near-term prospects for MasterCard are positive, despite a weak US economy. MasterCard is riding a trend of payment transactions moving from cash and check to card and electronic media. The challenge to MasterCard comes from potentially disruptive regulatory and technology forces that MasterCard...
June 2, 2008
Selander bullish on MasterCard earnings growth, but regulatory threat looms large
Analysis of: MasterCard "buy," target price raised | www.newratings.com
Author: GLG Expert Contributor
There’s little not to like in MasterCard’s evolving top and bottom line growth story, a story they could well – indeed should, beat, if! they can contain regulatory threats
June 2, 2008
MasterCard’s earnings growth acceleration credible if it can curb regulation
Analysis of: MasterCard on fire, again | dailybriefing.blogs.fortune.cnn.com
Author: GLG Expert Contributor
MasterCard’s  revamped top and bottom line growth forecasts are eminently achievable, assuming it can contain or better yet roll back regulatory restrictions.
June 2, 2008
Senators Durbin, Kohl, Specter and Snowe fish for basis to regulate interchange
Analysis of: A Senate Letter Ratchets up the Heat on Networks over Interchange | www.digitaltransactions.net
Author: GLG Expert Contributor
The card payment networks have been gradually stepping up their game as commercial enterprises and the markets have come to recognize the global payment networks’ immense intrinsic operating leverage, pricing power, growth prospects, and defensibility, and therefore value.  However neither MasterCard...
Mark MariottiMay 27, 2008
CHANGE for the better
Analysis of: MGAs Need To Prepare For Hard Market Now | www.propertyandcasualtyinsurancenews.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
MGA's can seek out better lines and Company deals. MGA's can seek out training to meet the changing demands. One very specific area an MGA can capitalize on is TECHNOLOGY.
May 27, 2008
Eufiserv stake reinforces First Data’s position as Europe’s leading payment processor
Analysis of: First Data in Europe Processing Alliance | www.americanbanker.com
Author: GLG Expert Contributor
The acquisition of 50% of Eufiserv’s processor reminds that notwithstanding LBO distractions, First Data remains the most consequential payment processor and leading consolidator in Europe, and a potential threat to MasterCard’s and Visa EU’s processing businesses. First Data’s challenge is to simultaneously...
May 27, 2008
Discover making headway to achieving US acceptance parity
Analysis of: Moneris Solutions Signs Merchant Acquiring Agreement with Discover Financial Services | www.businesswire.com
Author: GLG Expert Contributor
Discover is soldiering away on its path to merchant acceptance parity with MasterCard and Visa in the US. Closing the acceptance gap will produce greater cardholder spend and richer interchange, thereby enriching Discover’s value proposition for third-party issuers, which in turn will enhance the value...
May 20, 2008
Deal With Investment Bank JP Morgan Will Get Target Where It Needs To Be Long Term
Analysis of: Target in credit card deal with JPMorgan | www.ft.com
Author: GLG Expert Contributor
1. First Step of major change in the retail card business: Target largest of any non-financial company card portfolio's is getting out of the business and JP Morgan/Chase in getting in.   2. Deal give Target what it needs in cash, control, limited loss exposure during economic downturn. 3. JP Morgan/...
May 20, 2008
Porting data? Installing gadgets? This is what people think social networking is about?
Analysis of: Where Portals and Social Networks Collide | www.businessweek.com
Author: GLG Expert Contributor
While advancements in technology can allow for the ultimate online social experience, the mob doesn't care about technology.  But what do they care about?
Art GillisMay 19, 2008
If You’re Not Happy With Your Bank’s Core System, There are 101 Solutions Offered by 32 Vendors Who Would Love to Talk to You, Maybe
Analysis of: High Five for Fiserv | online.barrons.com
Author: Art Gillis, President, Computer Based Solutions, Inc.
First, a few definitions for the sake of context clarity  -  A “solution” is any brand name system offered as an in-house system or outsource service, and driven by the owner of the system, or a third party.The group of 32 vendors includes any company that has customers that rely on that company...

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