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GLG News by Online Retail Experts

Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: If Detroit Fails, Foreign Makers Could Be Buffer (www.nytimes.com)
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 Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
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 Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Democrats Plot Detroit Rescue (online.wsj.com)
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 Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cutting TV advertising will harm your brand (www.mandmglobal.com)
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 Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Report: G1 costs 10 percent less to make than iPhone (news.cnet.com)
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 Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Holiday shoppers like Apple and Dell (apple20.blogs.fortune.cnn.com)
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 Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Democrats Plot Detroit Rescue (online.wsj.com)
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 Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: More Than Just Auto Jobs in Danger in Detroit (online.wsj.com)
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.
Cathy Stauffer, Founder
Cathy Stauffer, Founder
Cathy Stauffer Consulting
Analysis of: Studios, consumer electronic firms to promote Blu-ray discs (www.latimes.com)
Blu-ray is an impressive, but only an evolutionary, improvement in picture quality. It doesn’t offer lifestyle or use model changes, it costs more and has fewer titles available than standard DVD. Picture quality improvement is compelling to movie and video aficionados, but to the rest of,...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: In Washington, Automakers Plead For Aid (www.nytimes.com)
While the Detroit Three automakers are pleading with the federal government for help in the midst of the worst automotive sales year in a quarter century, the public auto dealers are experiencing some significant problems also. Is the concept going to survive?

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