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GLG News by Print Advertising Purchasers (North America)

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December 26, 2007
HDTV Update for North America
Analysis of: Sharp teaming up with Toshiba for LCDs | news.yahoo.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.  Sharp recently regained the number one spot for sales of HD LCD TV’s from Vizio.  2. 60% households who are planning to purchase a new television in the next six months are planning to buy an HDTV set.      3.  DIRECTV is achieving strong HD growth.
Nicholas WhiteDecember 21, 2007
Zale's New CEO, New Name, Old Address-Has Anything Changed?
Analysis of: Zale Replaces CEO | www.forbes.com
Author: Nicholas White, President, White & Co
Having lost most of its retail jewelry talent over the last 18 months, Zales's new Chairman hires a non-jewelry Chief Executive to turn the company around.  Whether he's got the 'right stuff' is uncertain.  But one thing is clear, he doesn't know anything about the jewelry business and doesn't...
Nicholas WhiteDecember 19, 2007
Panicked Retailers Jeopardize 2008 Earnings Chasing Unprofitable Sales.
Analysis of: Retail Throws a Hail Mary | www.thestreet.com
Author: Nicholas White, President, White & Co
The question remains whether a bigger discount strategy this December leaves retailers in a better or worse position to improve earnings in subsequent quarters.    I doubt it.  Here's why.
December 18, 2007
Radio Industry and Arbitron will get it right
Analysis of: October Radio Revenues Down 7% | publications.mediapost.com
Author: GLG Expert Contributor
Obviously there's a lot at stake; audience measurement and ad revenue for the stations. Realistically, this is a major step, going from traditional diaries to PPM's, corresponding results to date are not surprising.
December 17, 2007
Don't be misled by the flap on Facebook Beacon - it can yet deliver many benefits.
Analysis of: Just How Much Do We Want to Share On Social Networks | online.wsj.com
Author: GLG Expert Contributor
Consumers, marketers and social networks will continue to rethink and evolve the notion of electronic connections. Advertising and marketing dollars will continue to move online to take advantage of electronically enabled relationships.
Phil AkinDecember 17, 2007
There is a simple fix to a complex problem.
Analysis of: CSK Auto plunges on credit agreement news, analyst downgrade | www.smallcapinvestor.com
Author: Phil Akin, President and Chief Executive Officer, Hellman Associates, Inc.
CSK Auto can not "save" it's way to increased profitability. Pricing, morale, labor and merchandising issues need to be addressed, but driving traffic to the stores must occur at the same time. A short term strategy to drive trial will provide a cushion of time and revenues to implement more comprehensive...
Nicholas WhiteDecember 13, 2007
Update:Tesco's Fresh and Easy Roll-Out
Analysis of: Tesco's U.S. Warehouse Fails to Meet Planning Rules, FT Reports | www.bloomberg.com
Author: Nicholas White, President, White & Co
Tesco's new Fresh & Easy format could mean an incremental $100 billion in sales for the world's number 3 grocery retailer.  Here's why that could happen and why US competitors may be unable to stop it.
December 12, 2007
Customer performance analysis is the unifying factor in transforming payments services at big banks.
Analysis of: GoldenGate Updates Real-Time Data Integration Platform | www.intelligententerprise.com
Author: GLG Expert Contributor
Real-time data, when used in concert with customer performance analysis, can help banks accelerate migrating customers that use paper checks to electronic payment methods. Real-time data will strengthen banks ability to provide international payment offerings as part of a complete...
Nicholas WhiteDecember 6, 2007
Joint Venture with Swatch Attempts to Cash In Tiffany's Brand Value
Analysis of: Swatch to Manufacture Tiffany Watches | www.idexonline.com
Author: Nicholas White, President, White & Co
Tiffany's joint venture with The Swatch Group is a piece of the company's strategy designed to cash in on the reservoir of value in the Tiffany brand name.  Lucrative for Tiffany and shareholders alike, its success is far from certain.  Here's why.
Nicholas WhiteDecember 4, 2007
Sears Investors Brace For Even Lower Earrnigs as Lampert Protests His Press Clippings
Analysis of: Lampert vs. Sears' critics: Who's right? | money.cnn.com
Author: Nicholas White, President, White & Co
Lampert's protests of bad press are more defensive than persuasive which leads shareholders to the conclusion that Sears' Chairman may not see the difference between good cost management and a reduction in competitive advantage.  But press clipping should be the least of...

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