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GLG News by Video Game Software and Hardware Experts (North America)

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August 18, 2008
A Dose Of Reality For The Apple Faithful
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: GLG Expert Contributor
The presence of a "kill switch" to disable misbehaving applications on the iPhone isn't a betrayal, it's just standard practice for the cellular business.
William GardnerJuly 2, 2008
Microsoft's X-Box Challenge
Analysis of: Microsoft reportedly to cut price of Xbox 360 to $299 | news.yahoo.com
Author: William Gardner, President, Digital Entertainment Insights, LLC
There are several key implications from this price move. First of all, the X-Box 360 is not moving well at retail, and there is "push-back" from retail vendors to get the hardware moving again. This lack of movement is causing a slowdown  in software sales, forcing developers and publishers to...
April 17, 2008
Changing of the Guard
Analysis of: Variety: 'Grand' videogame breaks record | www.variety.com
Author: GLG Expert Contributor
Sometimes we're so close to something that we can't see what's going on.  Videogames are now tipping the scales in the entertainment industry.
February 29, 2008
EA's Model is Nothing New
Analysis of: EA Leaps into Free Video Games | www.businessweek.com
Author: Peter Roithmayr, Principal, Peter Roithmayr Associates LLC
EA attempts to bring a successful Asian model stateside. Success is almost guaranteed given the penetration of internet play in US homes.
February 13, 2008
Market conditions affect upper and mid market private equity more than lower-mid market
Analysis of: Private equity investment returns slow down | www.financialnews-us.com
Author: GLG Expert Contributor
 Investments made by upper and mid market firms in the past two years will show lower returns, while new investments at today's valuation levels will show better returns in the future comparably. The lower-mid market is still very active and deal flow remains robust, mostly thanks to the inherent lower...
February 13, 2008
Yahoo will eventually choose Microsoft
Analysis of: Yahoo Board to Reject Microsoft Bid | online.wsj.com
Author: GLG Expert Contributor
Yahoo is in a position where they must now negotiate a better price with Microsoft while at the same time evaluating the option of doing a "contract with the devil" (aka Google) that will generate much needed cash but effectively neuter Yahoo's ability to differentiate and grow. Eventually...
February 1, 2008
EA Making Big Play To Get Back Into Online Gaming
Analysis of: EA Leaps into Free Video Games | www.businessweek.com
Author: GLG Expert Contributor
Electronic Arts is demonstrating that they are serious about getting back into online gaming.  Microtransactions will supplement subscription-based services, but digital distribution will not replace the retail channel.  New methods of acquiring data will have to be devised to accurately...
December 4, 2007
Talk about getting it wrong...
Analysis of: Expect fewer industry mergers, says Riccitiello | www.gamesindustry.biz
Author: GLG Expert Contributor
Not only did EA ceo John Riccitiello get it wrong, but there's now another 500 pound gorilla in the room.
October 9, 2007
Lower Price But Where Are The Must Have Games?
Analysis of: Xbox 360 Sales to See Minimal Impact from Cheaper PS3, says Analyst | biz.gamedaily.com
Author: Mauricio Polack, Director of Video Game Merchandising, Baker & Taylor, Inc.
Is Sony preparing to launch a lower cost PS3 alternative in the US? How will a lower price point affect the current hardware market? Why will the consumer care?
August 8, 2007
The market determines the price!
Analysis of: Xbox 360 gets price cut | www.cnn.com
Author: GLG Expert Contributor
We think we set the price for our products, but the market later tells us if we have it right.  Sales of the PS3 at $599 weren't working.  Sales of the XBox360 at $399 weren't as brisk as Microsoft would have liked.  Sales of the Wii at $249 have exceeded Nintendo's expecatation.

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