GLG News Analyses of the following article:

Amazon Raises an E-Book Specter

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Published at: online.wsj.com

Amazon's Kindle 2 Taking Advantage of Shifting Winds

March 17, 2009

Analysis by: GLG Expert Contributor

Kindle 2 has evolved with many new advances.  Some question if it will significantly impact the book-buying market or just fade away into the techno-junk yard.  The fact is that the device is in demand and projected to sell $1.2 Billion by 2010.  Competitors have taken notice and are entering the market.  All of this at a time when the publishing industry is struggling.  The winds are shifting and Amazon seems to be taking advantage of these shifting winds.

A short history of e-books and issues

February 23, 2009

Analysis by: GLG Expert Contributor

There are three questions to consider when discussing the value of e-books. The first question is about how devices are dedicated to a single use, reading. Over the last ten year, e-books have become available on other non-dedicated devices. Why buy a single-function product when e-books can be read on other devices too, your PC, PDA or even cellphone?The next question is about connectivity. A continuing product differentiator has been the choice between a direct device connection to a source of content or connection through a PC. Depending upon your needs which is better?The last question is about the value of your investment in e-books. Sony is the only manufacturer to offer products continuously since the early 90's. For consumers to invest in e-books standardization is needed to ensure the e-books bought can be read after vendors leave the market.

Why the Kindle is Doomed

February 12, 2009

Analysis by: GLG Expert Contributor

The Kindle is only a short-term phenomena for various reasons; long term it's doomed...it will be killed off by ebook-format Netbooks, which provide much more bang for the buck.

Thomas CoughlinPresidentCoughlin Associates

New consumer devices may eventually replace books with storage and display

February 11, 2009

* Both Sony and Amazon as well as a few other companies such as Team Research have introduced e-book readers * These devices use a technology called e-ink to display text, this is a low power display since power is only used when pages are changed * Amazon just introduced a new generation of e-book reader that can store up to 1,500 books on flash memory and with a better resolution display * As the displays improve and storage capacities increase these devices may be able to give good illustration displays as well as text * Within the next five years we may see a revolution in how we handle and display text and printed material due to such devices