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Nicholas White, President
Nicholas White, President
White & Co
July 11, 2007
More than patience will have to be cut to return Sears to top line profitability.
Analysis of: Sears' sales woes cut into investor patience (www.chicagotribune.com)
Renewed spending won't solve Sears Holdings problems.  Here's why.
Nicholas White, President
Nicholas White, President
White & Co
July 11, 2007
Macy's investors are poised to give it all back!
Analysis of: Report: Macy's buyout unlikely (www.detnews.com)
Investors have rode the consolidation strategy up the value curve for the last twenty years, now they are posed to give all back.  Here's why.
Nicholas White, President
Nicholas White, President
White & Co
July 10, 2007
Sprint/Nextel illustrate how mediorce the cell phone industry is!
Analysis of: Sprint Nextel defends cutting customers (www.businessweek.com)
Unfortunately for the country in general and consumers specifically, sector structure has encouraged medioriity.  Here's why.
Nicholas White, President
Nicholas White, President
White & Co
July 10, 2007
Maufacturers manfacturer-An Italian fashion tradition
Analysis of: How Timex Plans to Upgrade Its Image (online.wsj.com)
Italian fashion houses association with Timex is a win-win for customers.  Here's why.
Nicholas White, President
Nicholas White, President
White & Co
July 10, 2007
iPhone - Is just being different enough?
Analysis of: Affair with iPhone cools when handset breaks (www.msnbc.msn.com)
iPhone is clearly different, but is it really better?  The quick answer is no and that may limit the numhber of customers willing to  buy it.
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
July 9, 2007
US Cable Market Values Are Hot
Analysis of: Up Next for Buyouts: Cable TV (www.businessweek.com)
1. Could Charter, Cox and Cable Vision be targets in the next round of consolidation?  2. Will AT&T look to acquire DIRECTV or Echostar to create a quick fix?
Nicholas White, President
Nicholas White, President
White & Co
July 5, 2007
Can a net zero strategy maximize Sears' value?
Analysis of: Chains try inside move (www.chicagotribune.com)
What management doesn’t seem to understand is that the Sears-K-Mart gambit is a ‘zero sum’ game.  Here's why.
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
July 2, 2007
News Corp. And Viacom Have Very Different Strategies To Deal With Google.
Analysis of: MySpaceTV To Compete With YouTube, Facebook Continues Surge (blog.wired.com)
1. MySpace may be closing the gap (in some respects) with Google/YouTube     2. News Corp. understands that advertisers are looking for more than just web traffic.
June 28, 2007
LVMH Swallowing Tiffany? A shocker to the business community, but customers wouldn't suffer
By a GLG Expert Contributor
Analysis of: Tiffany Stock Bullish on LVMH Rumors (www.diamonds.net)
Although the possibility of LVMH buying Tiffany is most certainly big news in the retail and fashion business world, I do not think that such an acqusition would have much of an effect on the typical Tiffany customer.
Nicholas White, President
Nicholas White, President
White & Co
June 28, 2007
Convenience isn't just an event for consumers, it's a state of mind.
Analysis of: Big Boxes Aim to Speed Up Shopping (online.wsj.com)
Retailers talk about convenience, but many of their plans work to do just the opposite.  For instance:

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