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GLG News by Online Retail Experts

Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Carmakers Report Losses As They Burn Cash (www.nytimes.com)
The wholesale and retail used car markets in October were horrible, adding to the woes of domestic auto makers.
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: U.S. Rejects G.M.'s Call For Help in a Merger (www.nytimes.com)
With net losses of more than $27 billion in the first half of the year, the two publicly owned Detroit automakers didn't think that things could get much worse. Well, they did. 
Cathy Stauffer, Founder
Cathy Stauffer, Founder
Cathy Stauffer Consulting
Analysis of: UPDATED: Breaking: Circuit City Closing 155 Stores (consumerist.com)
Momentum is pulling down CC fast.  Closing these stores is certainly not going to stop that, and will likely accelerate it.
Analysis of: Google Settles with Authors (www.businessweek.com)
Some authors are $60 per scanned book richer. That's better than nothing. But Google gets to monetize all that content for a pittance. Some wealth gets re-distributed, which is probably a good thing.
November 3, 2008
Dont bet on this
Analysis of: Analysts expect Blue Nile to post 16-cent profit (www.forbes.com)
Market trends Diamond Industry in Flux Consumer Fears
November 3, 2008
It Has Finally Happened
Analysis of: Sharp Drop in Prices at BHP Billiton Rough Diamond Tender (www.idexonline.com)
No more DTC Open Range Who will control Discount Diamond Rough ??
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Azure: Can Microsoft Meld Windows with the Web? (www.businessweek.com)
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer.  They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features.  In the face...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cox to Enter Wireless Services in 2009 (www.businessweek.com)
Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: New ad cuts raise worries for Yahoo (www.livemint.com)
Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: How Detroit Drove Into a Ditch (online.wsj.com)
At the tail end of a dismal auto sales year, the public auto dealer groups are reporting bad news for third-quarter results. The more troubling news comes comes for domestic car makers and dealers. 

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