GLG News by Automated Teller Machines (ATM) Industry Experts

Robert KempProfessorUniversity of Virginia - CC

Valuation - The Trick Is In The Fundamentals

August 25, 2008

Analysis of:Kazakh rival lifts ENRC stake to block bid | www.ft.com

To accept or reject an offer to sell all or part of a company is a challenge.  There are two issues.  First is the maximization of shareholder value.  The second is understanding the basis of conflicting valuations. 

Michael SchiffFounder and Principal AnalystMAS Strategies

Microsoft (MSFT) to Acquire Datallegro

August 11, 2008

Analysis of:Microsoft To Buy DATAllegro | www.informationweek.com

- Microsoft's pending acquisition of Datallegro should allow Microsoft to better compete in very large database environments.  - As Microsoft will stop selling Datallegro's data warehouse appliances to new customer until they are integrated with Microsoft SQL Server, it may take a while to see any results.   - Microsoft's acquisition of Datallegro will likely lead to additional vendor consolidations. - Data warehouse appliances have a solid track record in very large data mart environments; they may not necessarily be ideal in mixed workload, multi-subject, enterprise data warehouse deployments.

Michael SchiffFounder and Principal AnalystMAS Strategies

Making Applications Easier to Use Will Increase Their Usage

June 13, 2008

Analysis of:Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com

Making applications easier to use will help increase the breadth and depth of their deployment within an organization.  Applications that allow user collaboration are also likely to see increased usage, especially in organizations that encourage interdepartmental cooperation rather than departmental rivalries.  In many situations, especially among nontechnical users, an application is judged by its user-interface.  Users who have positive experiences with the social networking features of new applications will become evangelists for these applications.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Desktop virtualization as no-brainer, nearly there

May 13, 2008

Analysis of:Desktop Virtualization Drives Security, Not Just Dollar Savings | www.informationweek.com

Desktop virtualization has always been an enticing proposition, but it was never able to overcome the practical limitations, and more importantly never gained acceptance from the user base.  However, the proliferation and acceptance of browser based applications, proliferation of high capacity networks; improved technology, concerns for security, and the need for cost efficiencies will ultimately lead to wide-spread acceptance and massive deployments.

Michael SchiffFounder and Principal AnalystMAS Strategies

Teradata - New Platforms for Competing Against Data Warehouse Applicances

May 6, 2008

Analysis of:Teradata Unveils Entry to Enterprise-Level Data Warehouse Appliance | www.informationweek.com

o While Teradata has been slow to acknowledge that data warehouse appliances were more than a niche market, Teradata may actually have been the original data warehouse appliance vendor. o Data warehouse appliances do not necessarily replace traditional data warehouses; rather they complement them and should be considered as a possible component of an organization's overall data warehouse architecture.  o Teradata is being squeezed at the top end by traditional database competitors such as Oracle; it is being squeezed at the low end by data warehouse appliance vendors such as Netezza.

Ronald IngramDirector of Product ManagementADVANCE AMERICA, CASH ADVANCE CENTERS, INC.

World's Largest Payment Processor First Data Acquires InComm - Valuation Trend Implications for Global Payment Systems GPN, MV, V, MA and TSS and hundreds of smaller payment technology players

May 2, 2008

Analysis of:First Data Gets Major Retail Prepaid Distribution with InComm Deal | www.digitaltransactions.net

Visa's IPO was the largest in history and payment companies like Global Payment Sytems (GPN) and First Data are rising along with the tide. FDC’s choice of Incomm is likely a positive indicator of things to come. Who is the next Incomm? How will the Incomm acquisition affect the valuation of payment card processors, card acquirers, issuers, closed loop and open loop gift, debit, credit and General Purpose Reloadable (GPR) prepaid card plays? undefined undefined

Robert KempProfessorUniversity of Virginia - CC

Value Creation in Banking: The Key Is Information

April 1, 2008

Analysis of:Top Tier Bonanza In Store For Core Banking Vendors | www.finextra.com

1.   Banks create value for shareholders by creating value for customers.  Much of that value to customers is embedded in information systems. 2.   The business of banking evolves quickly, forcing banks to evolve their competitive strategy and resulting advantage.  Information systems are at the heart of this evolution. 3.   The recent challenges of risk management will only accentuate the oversight of regulators, requiring banks to seek better information systems (e.g., more accurate, timely, and integrated information). 4.   As noted by the article, this will create a boom for consultants and providers of information systems.

Ronald KiimaPresident Kiima Incorporated

Bush Nominates Two Democrats to SEC: More of the Same is Likely

March 31, 2008

Analysis of:White House to Tap Two Dems to SEC | www.cfo.com

Will President Bush's recent nomination of two Democrats to the SEC make it more investor friendly?  Not likely!

Robert KempProfessorUniversity of Virginia - CC

Derivatives - More Disclosure Is Always Better for Financial Analysts

March 27, 2008

Analysis of:Statement of Financial Accounting Standards 161 | www.fasb.org

1.  Value is defined by risk.  Risk deals with uncertainty of the future.  How a firm manages risk is a major determinant of its value. 2.  Accounting standards are dedicated to reporting the past.  Given it is the past, there is little risk or uncertainty regarding such events.  Merely reporting the past does not give the financial analyst the insights needed. 3.  FASB 161 tries to bridge this gap between past/present and the future.  It attempts to make management disclose intent.  It attempts to answer the following question: "How will current actions and positions affect future performance?"      

Robert KempProfessorUniversity of Virginia - CC

Understanding the Pros and Cons of Pension Fund Investing - the Issue Applied to Asian Investments

February 26, 2008

Analysis of:Canada Pension Funds Turn to Asia | online.wsj.com

1.    Investing in Asia has three benefits.  First, there are the returns from investing in environments that show greater growth potential than in the West. Second, there are the returns from investing in opportunities denominated in currencies that are forecasted to appreciate. Three, there is the benefit of diversification. 2.     The costs, or risks, of investing in Asia are threefold: First, there is the risk that high growth opportunities present. Second, there is the risk of investing in a depreciating, not appreciating currency. Third, there is the asset-liability risk inherent in all financial intermediaries, particularly pension funds.

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