GLG News by Print Advertising Purchasers (North America)

Potential upside for advertisers as well as broadcasters, ability to narrowcast, not unlike the relationship between broadcast TV and cable in the early 1980's

In spite of renewed contracts with Macy's, Finlay continues face declining cash flow because of lower comp store sales and dwindling store base.  The company's efforts to maintain liquidity by liquidating excess inventory may not be as successful as investors believe.  Here is why.

The the economy may not be the only factor affecting Blue Nile's performance in 2008.  Here's why.

The ability of traditional software vendors like Microsoft, IBM, SAP and Oracle to innovate and keep pace with the market will increasingly become difficult. Large ISVs will continue in their strategy of acquiring companies that have established traction in the marketplace. Corporate investment...

SaaS is stepping front and center in the software market. Subscription managment skills will become increasingly important. Managing customer relationships within software companies will replace license management as the preminent skill. Operational excellence for ISV's in the management of software...

Zale cuts employees and operating expenses again for the 2nd time in as many quarters, but with top line sales declining, hedge fund tactics may once again fail to drive profitability at Americas second largest jewelry retailer. 

Salesforce.com has built a great SaaS business but pressure will follow from major ISVs. SaaS is an announced strategy for several large software players.  Technology leadership for Salesforce.com will become increasingly difficult but when is the question.

Dismal results, inexperienced management team, and pecuniary strategy points to a quick exit by hostile hedge funds.  

Nothing has really changes at Wal-Mart to suggest that it will perform that much better in a declining economy; including the numbers.  Heres why.

As Sears falls further behind, Sears retail strategy grows more disparate between divisions which will probably worsen during the new reorganization.  Clearly Lampert is out of touch with what is happening.