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Jack SayerNovember 21, 2008
General Motors: Is This The Beginning Of The End?
Analysis of: Automakers Rescue Drive Stalls | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
 All year, GM CEO Rick Wagoner has been insisting his company will never declare bankruptcy. In October, a company spokesperson reiterated that. In fact, the company website ststes that: "bankruptcy protection is not an option GM is considering."
Lisa BairdNovember 18, 2008
Marketing in a recession: a tough balancing act
Analysis of: Advertisers must target consumers more tactically in recession | www.mandmglobal.com
Author: Lisa Baird, Managing Partner, Brand Value Advisors LLC
The best marketers are those that effectively balance long term initiatives with short term business needs and continually fine tune their marketing mix for optimal performance. Here are five questions that management should be asking marketing teams now to ensure they maintain the right balance. 1)...
Jack SayerNovember 17, 2008
What Car Folks Think About What's Happening In Today's Auto Market: Part 3
Analysis of: If Detroit Fails, Foreign Makers Could Be Buffer | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In July and October I published GLG News analysis' showing opinions of auto dealer clients, associates on the manufacturing side of the business and several key lenders regarding issues of mutual interest. Here is a follow-up on those articles.
Kenneth EisnerNovember 17, 2008
Higher-Pay Employees Most Likely to Leave Sprint
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: Kenneth Eisner, Principal, Eisner Consulting
I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.
Jack SayerNovember 17, 2008
The Cost Of A GM Failure Would Be Worst Than The Cost OF Keeping It Alive
Analysis of: Democrats Plot Detroit Rescue | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Be careful what you wish for. It seems like everyone has an opinion regarding the possible failure, bankruptcy, bailout of General Motors. Regardless what you call it, we should consider the cost of a GM failure.
Kenneth EisnerNovember 14, 2008
PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain
Analysis of: Cutting TV advertising will harm your brand | www.mandmglobal.com
Author: Kenneth Eisner, Principal, Eisner Consulting
This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future,...
Kenneth EisnerNovember 14, 2008
HTC Google G1 not an iPhone: Will Cut Price Quickly
Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...
Kenneth EisnerNovember 14, 2008
Scrooge will Visit Apple and Dell for Xmas
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year.  As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.
Jack SayerNovember 13, 2008
A Radical Solution For The U.S. Automakers: Nationalize The Industry
Analysis of: Democrats Plot Detroit Rescue | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With talk about one or more of the Detroit 3 facing bankruptcy, Congress getting ready to drop some the $700 billion earmarked for Wall Street in to the automakers piggy bank. Everyone with a vested interest has a solution, has anyone considered nationalizing the industry?
Jack SayerNovember 11, 2008
What Can Automakers, Suppliers And Auto Dealers Do With a SAAR of 11 Million Units?
Analysis of: More Than Just Auto Jobs in Danger in Detroit | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Automakers, auto dealers and suppliers are trying to adjust to an annual auto sales rate (SAAR) not seen in a quarter century: fewer than 11 million units.

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