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Alan CohenVice President- Strategic Business DevelopmentGUITAR CENTER, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

You Tube: A dominant role in the movie ecosystem? Not Likely...

October 14, 2009

YouTube Explores Renting Movies Online | www.businessweek.com

You Tube might capture some of the movie distribution market if and only if they are able to work closely with the studios to develop a model that is beneficial to both the studios and consumer.  Stiff competition awaits You Tube from multiple angles, not all movie industry related. The consumer, and their behavior, is a key component that must not be overlooked.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

As goes Austrian - So will go many other carriers UNLESS they change.

September 26, 2009

Austrian Airlines to cut more jobs | news.moneycentral.msn.com

Austrian has lost its independence. it is now firmly a part of the Lufthansa group of companies. Are there lessons here for other airlines? Who is next for the spotlight, Aer Lingus, SAS Scandinavian Airlines,  Japan Airlines? Is the consolidation inevitable? This analysis tries to address these  fundamental questions

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

BA - Short Sellers Favorite Airline

September 21, 2009

British Airways pension tension | ftalphaville.ft.com

British Airways' pension deficit is the matter of much conjecture. It is shortly to be revalued. Why then is there a significant influx of short players into BA? And what does this mean for BA's global ambitions?

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does 4 Sick Airlines Make One Healthy One?

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

All legacy carriers bar a few special cases are suffering at the hands of the GFC.So it would seem illogical that in an industry that has significantly underperformed as well as facing an uncertain future would want four fairly sickly players to come together.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

BA Too Poor To Shell Out For JAL - Needs Sugar Daddy Fast

September 20, 2009

British Air Says Trying To Keep JAL In Alliance | online.wsj.com

British Airways needs all the friends it can get these days. So while it has been so far left out of the global realignment of the airline industry. Is this the right time? Is this even possible given their rather weak balance sheet these days? What are the issues and risks associated - read on if you want to see if BA can support JAL's survival fight.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Which Keiretsu For JAL? Skyteam or OneWorld

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

JAL's somewhat precarious state has fueled a frenzy for control of the number two Japanese Carrier. With Star Alliance firmly entrenched with ANA - a win for either remaining consortium could significantly alter the balance of global airline alliances - indeed possibly the make up of the Global Airline Market.

Michael Bonfils, President and Worldwide Director

Michael BonfilsPresident and Worldwide DirectorSEM International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

Alan CohenVice President- Strategic Business DevelopmentGUITAR CENTER, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Zune vs. Apple-Apple Wins

August 25, 2009

New Zune Undercuts Apple's iPod Prices | online.wsj.com

In my opinion, Zune has an uphill battle to try and capture the digital music market from Apple.  Zune has significant challenges that will be very hard to over come.  The primary challenge is a powerful thing called "brand" that drives every mass market trend and wallet.

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hotels RevPar decline - It is more than just the economy coming out of recession

July 20, 2009

Reservations Mount Over Hotel Stocks | www.businessweek.com

While the economy plays a significant role in hotel RevPar results, their is much more to it than just that. "Events and Meetings Management" (EMM)-still no signs of life. Corporate travel budgets are typically built in the fall for following calendar year-so no growth until next year at the absolute earliest...MAYBE! If you have a decline in air service you are going to have a decline in RevPar...it is that simple...and the hotels should have seen it when airlines first announced those cuts.

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cuba is not the "end all, be all" for the cruise industry

July 20, 2009

Cruise companies rise on sector's surge, U.S.-Cuba talks | www.reuters.com

1. Cuba will create a boom for the cruise industry....not really.2. If passed if will be several years before implemented.3. Cuba needs a lot of infrastructure work to support this potential move.4. Benefits other than cruise lines...entire Cuban economy, local hotels and building industry will have the biggest positive impact...could also lead to the demise of Castro and socialism.

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