GLG News by Satellite Radio Trend Experts (North America)
Analysis of:
Landmark Communications Puts Stations Up for Sale (www.broadcastingcable.com)
Landmark Communications has announced intent to sell KLAS-TV, Las Vegas, and WTVF, Nashville. Both entities would be nice additions to a TV station portfolio.
Analysis of:
GM See 75% of Sales Oversea, Maybe (www.247wallst.com)
GM may be in a better position to become a truly global automotive OEM, where as Ford may be too late. Much of the global potential for both of these companies will be determined by the segment that they target for sales and for volume growth. Finally, key alliances with other automotive OEM's will...
Analysis of:
November Revenues Show 'Worse Drop Than Expected' (www.radioink.com)
Radio's problems are not short-term, and a longer horizon is needed to meet the challenges of declining revenues.
Analysis of:
Cell Firm's Shutdown May Crimp FCC Plan (online.wsj.com)
The 700MHz D-block spectrum wasn't worth $1.3B, especially to a new entrant. It seems highly likely that the reserve price will have to be reduced and/or the buildout conditions loosened. This may delay the date for completion of the auction considerably, with implications for other players (e.g. ATC...
Analysis of:
Satellite DMB Business Facing Survival Game (www.koreatimes.co.kr)
The problems of TU Media in Korea highlight the very challenging business case for broadcast mobile TV. The lack of information emerging about MediaFLO in the US probably indicates initial take-up has been disappointing. European satellite players such as Inmarsat and SES-Eutelsat may also re-evaluate...
Analysis of:
Ford to Add HD Radio as Standard Feature in 2009 (news.radio-online.com)
Ford Motor Company will include HD radios as standard equipment on all new models produced in 2009. If HD Radio has any future, it will need more deals like this one with Ford to get the technology in automobiles.
Analysis of:
In Blu-ray Coup, Sony Has Opening But Hurdles, Too (online.wsj.com)
Time Warner's announcement to only support the Blue-Ray format going forward makes the Sony technology the clear winner in its format war with Toshiba's HD-DVD player. Toshiba is left with only two studios (Viacom's Paramount and GE's Universal) supporting the rival format, and that probably won't last...
Analysis of:
DVR penetration to double in five years (www.contentagenda.com)
The home digital video recorder (DVR) is expected to double to 35% of all households by 2012, according to this report by JupiterResearch. While I don't often offer predictions, I think it will happen sooner, possibly by late 2010.
January 8, 2008
Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?
Analysis of:
Tata-Ford, will they kill Jaguar and Rover Brands? (www.247wallst.com)
Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?
Jaguar and Rover have a very distinct brand identity that could be easily corrupted or destroyed by the wrong direction and decisions regarding manufacturing, technology, and marketing. Also, in order to maintain pace with other premium brands such as BMW, Mercedes, Audi, and Lexus, Tata will have to...
Analysis of:
Chain Said to Seek Bids for Weather Channel (www.nytimes.com)
Landmark Communications the privately held entity that owns The Weather Channel has reportedly decided to auction the channel. Big media companies like GE's NBCU, News Corp., Comcast and others are expressing interest.
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