GLG News^SM

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Ken PowellPresidentGenesis Business Development, LLC

What's Next for Sequenom?

November 7, 2009

Analysis of: So Where Does Sequenom’s Prenatal Play Currently Stand? | www.genomeweb.com

Those following the Sequenom saga continue their seemingly endless attempts to decipher a clear direction for the company.  Amid data mishandling, executive terminations and a stunning $300 million dollar lawsuit, there could be options for the company to revive and survive.

Filed under: Laboratory Operations

Nothing is Risk Free: Reaction to Visa (V) and MasterCard (MA) earnings reports

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of: 2nd UPDATE: Visa Swings To 4Q Pft; Announces $1B Shr Buyback | online.wsj.com

Very real risks to both Visa and MasterCard are often glossed over by analysts. It is flawed to assume that their business is immutable and “risk free.” Both companies need to anticipate new market entrants and continue to evolve and innovate. Very real competitive threats abound.

Filed under: Transaction & Payment Processing

SHALE GAS FROM USA to EUROPE EXXON FOLLOWS THE LIGHTS

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of: Technology to Help Meet Germany's Cleaner Energy Future | www.bakerinstitute.org

Shale Gas has become a target for exploration and development in Lower Saxony, Mako Trough, Baltic, East Paris, Weald, Vienna, Cambrian Alum and Dadas in Turkey by companies like ExxonMobil, Shell, OMV, Falcon Oil and Gas, 3Legs Resources, Toreador Resources and EurEnergy Resources.

Filed under: Natural Resources

BPC To Export Potash to China

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of: UPDATE 1- BPC To Resume China Potash Exports | www.futurespros.com

China is the largest consumer of potash and has to import most of it from different countries. BPC is negotiating with China to export potsh.

Filed under: Natural Resources

The danger of formula analyses!

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of: The Cognac Queen | www.telegraph.co.uk

The world is intellectually lazy, so it is always looking for 'quick-fixes'and one line answers. Management is one area where such placebos are often handed out by our global gurus!If you think about it,however, it is individual thinking, individual perceptions, and individual relationships with the...

Filed under: Food & Beverage

Munisamy AnandanPresident & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

LCD TV panel continues its low power march

November 6, 2009

Analysis of: [FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

Filed under: Hardware

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Analysis of: Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing...

Filed under: Automotive

Steven HarnsbergerPresidentSHI Digital

Hollywood Internet Movie Download Sites - Still Looking for a Business Model

November 6, 2009

Analysis of: (Hollywood) Industry Slowly Embracing New Media | www.hollywoodreporter.com

Good article - the ugly truth about digital movies on the web is that no stand alone digital video content service makes money today, not CinemaNow (Sonic Nasdaq SNIC), Amazon, Vudu, or BlockBuster.  The business model is missing, the revenue share small and the demand absent.Many have tried and failed...

Filed under: Internet

The Rising Tide of Protectionism worldwide

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of: EU requests WTO panel on Chinese export restrictions on raw materials | trade.ec.europa.eu

Both EU and China have to contend with domestic imperatives at a time when the world economy is still not yet out of the doldrums.

Filed under: Economics

Has RIM become the AOL of the handset market?

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of: Blackberry Offers Low-Hanging Fruit (WSJ Thursday, 11/5/2009) | wsj.com

The release of the Motorola's Droid Smartphone was predicted to impact Apple's iPhone business. This article points out that it is Research in Motion ("RIM's") Blackberry business that is threatened. The article provides facts and figures on the iPhone, Android devices on impact on RIM's Blackberry...

Filed under: Telecom