GLG News by Commercial Printing Experts

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cosmos Specialty Fibers Begins Producing Dissolving Pulps

May 21, 2011

This older mill, located near Grays Harbor, WN has had several previous short term owners The present owners, Gores Group, is optimistic about becoming a regular supplier to the Far East for high Alpha cellulose dissolving pulps for rayon fiber, cellulose derivatives (chemicals for food and pharmaceutical applications). The mill officially began producing on May 21. Not particularly large by today's standards the mill can produce 140,000mt/year

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

A First: Converting Paper Grade Pulp Into High Purity Dissolving Pulp

May 21, 2011

Dissolving pulp is a high purity, low yield pulp produced by only a limited number of traditional speciality mills. Now Avilon, part of Neo Industrial Viscose fibers, has successfully developed the means of converting 85+ Alpha Cellulose papergrade pulp into 94+ Alpha dissolving pulp. They are patenting this revolutionary process with the intention of licensing it globally. Conceivably this could put an end to the DP shortage and bring prices down from their present $2200/mt spot level

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Liberty Media makes $1 Billion offer for Barnes & Noble

May 21, 2011

Liberty Media makes $1 Billion offer for Barnes & Noble | akbaspost.blogspot.com

According to Financial Times, Liberty Media has offered to buy Barnes & Noble, the struggling US bookseller, for $1 billion, in an unexpected deal that would significantly diversify Liberty’s holdings.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Microsoft to Roll Dice with $8.5 Billion Skype Deal

May 10, 2011

Microsoft to Roll Dice with $8.5 Billion Skype Deal | bit.ly

In an unprecedented move, Microsoft Corp. agreed to buy Internet phone company Skype Technologies SA for $8.5 billion in cash—the most aggressive move yet by Microsoft to play in the increasingly converged worlds of communication, information and entertainment.

Louis BilkaPresidentCommunications Two Group 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Selling Magazine Subscriptions on Mobile Devises

May 10, 2011

Condé Nast to Sell Subscriptions on iPad | www.digidaydaily.com

This analysis deals with the use of mobile devises to sell magazine subscriptions, changes in revenue models, the good and bad points of going after this type of audience.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fibria's 1Q11 Reports Shows Impressive Results

May 4, 2011

Most impressive was their cash costs for market pulp of R$446/mt down 1% compared to 2010 average...this in spite of higher wages, chemical and maintenance/supplies costs. Net Income was R$389 million vs. 4Q10's $162 million and 1Q10's R$9 million. Fibria declared a dividend in the amount of R$264 million. Significantly higher earnings can be expected over the next 18 months.Net debt was reduced 19% qtr on qtr and 27% year on year.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

China Gains On The US But Still #2 Paper Producer

May 3, 2011

China surged in March buying 951,000mt - 65% more than in February and 35.5% over 1Q2010. With this increased demand China was forced to pay more for NBSK (i.e. $80/admt). From 2005-2010 China's paper and board production grew by 30-31 million mt while US production declined by 9.2 million mt. Containerboard was the largest segment at 53.4 million mt with graphic papers and tissue following at 34.37 million mt. Total annual capacity is now 100 million mt.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Lexmark: Is It Finally Game Over?

April 26, 2011

Lexmark: Is It Finally Game Over? | akbaspost.blogspot.com

Lexmark has missed the boat on many fronts; The office products industry has been consolidating rapidly due to oversupply of commodity products offered at incredibly low prices particularly in the low to medium segment. Lexmark does’t have deep financial pockets, secured customer access in new markets particularly in non-US and emerging economies, a credible footprint of managed print services capabilities and captive channels of distribution.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light

April 21, 2011

Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light | autonomy.com

Autonomy, a leading vendor in the high-growth markets of Enterprise Search, eDiscovery and Content Management., has announced a strong quarter with good growth in revenue, profits and other key metrics today.  Revenues were $220 million ahead of consensus $216 million,  PBT (adj.) $95 million ahead of consensus $90 million, operating margin (adj.) 43% vs consensus 42%.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Xerox Q2 Results Average, but Upside Catalysts Remain Elusive Despite ACS

April 21, 2011

Xerox Q2 Results Average, but Upside Catalysts Remain Elusive Despite ACS | news.xerox.com

After announcing its Q2 results today, Xerox was trading at $10.22 a share after dropping more than 5% on intensifying competition, slowing industry wide unit volume growth, continued mix shift towards lower-margin services contracts and incremental supply chain costs (particularly in 2Q) related to Japan to pressure near-term results. We are working on a very detailed assessment of the company, trends in the technology business, update on ACS merger and its outlook for 2011.

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