GLG News by Automated Teller Machines (ATM) Industry Experts

Robert KempProfessorUniversity of Virginia - CC

Pensions - Management is responding to economic realities

September 4, 2007

Analysis of:Rank to consider sale of its pension scheme | news.yahoo.com

The key implications of Rank Group's actions are threefold. First, it is harder for companies to borrow from employees with off balance sheet pension schemes.  Disclosure requirements have increased (i.e., FASB). Second, pensions have always been a too-often neglected risk dimension in corporate valuation.  With more disclosure, this risk dimension is being recognized, appreciated, and used in pricing value. Last, the reasons for a company to retain influence over its pension fund are diminishing.  Regulation (e.g., Pension Protection Act) is requiring more discipline in the assumptions used to evaluate pension obligations and the funding of pension obligations.

Robert KempProfessorUniversity of Virginia - CC

The Need to Balance Return and Risk: Wake Up Call for Pension Funds

August 31, 2007

Analysis of:Pension Fund Managers Rethink Their Love of Hedge Funds | online.wsj.com

Too often the managers of pension funds use an objective of maximizing return.  However in doing so, they neglect risk.  In the volatile markets of today, the focus on returns, while neglecting risk, is causing problems.  It's time to stake a step back and rethink the management of pension funds. 

Robert KempProfessorUniversity of Virginia - CC

Pensions, Risk, and Reality

August 22, 2007

Analysis of:Insurers Brace for Policy Fight | online.wsj.com

The process of managing pension plans (defined benefit plans) is too often simplified and neglected due to its long-term nature.  Like Dr. Mangiero, I also agree that the degree of sophistication needs to be raised.  However to do so, all risks within the process must be recognized and managed in an integrated framework. 

Michael SchiffFounder and Principal AnalystMAS Strategies

Informatica Becomes More Ascential to SAP

August 10, 2007

Analysis of:SAP Cozies up to Informatica | www.tdwi.org

•Informatica's OEM partnership with SAP further strengthens its presence in the enterprise application market. •As Ascential was once the strategic data integration partner for SAP, the Informatica/SAP OEM relationship may have resulted more from IBM's acquisition of Ascential rather than Informatica's own marketing prowess. •Acquisitions and mergers can influence existing partner relationships and astute investors should keep this in mind.

Sid AdelmanPresidentSID ADELMAN AND ASSOCIATES INC

SAP/Informatica Strengthens both Software Vendors

August 8, 2007

Analysis of:SAP Cozies up to Informatica | www.tdwi.org

The agreement gives additional credibility to Informatica's products. SAP's use of Informatica's products greatly rounds out SAP's BI capabilities.

Michael SchiffFounder and Principal AnalystMAS Strategies

Netezza's IPO: A Hint of Others to Come

August 8, 2007

Analysis of:Netezza's IPO pulls in $108M | www.bizjournals.com

•Netezza's successful IPO bodes well for other high-tech startups. •It may cause other companies to carefully weigh the IPO option versus being acquired by other companies. •While this will not stop the overall trend towards industry consolidation within the data warehousing industry, it could serve to enhance competition by strengthening existing privately-held competitors whose investors chose to remain independent  and ultimately go public rather than be acquired.

Sid AdelmanPresidentSID ADELMAN AND ASSOCIATES INC

Will Wal Mart Dump Teradata?

August 6, 2007

Analysis of:HP nabs Wal-Mart as data warehousing customer | www.computerworld.com

This could have a significant impact on Teradata's install base. This could have a significant impact on Teradata's growth within existing customers. This is major as the data in most data warehouses of growing dramatically.

Sid AdelmanPresidentSID ADELMAN AND ASSOCIATES INC

Will Management by Data be the Differentiator of Success

August 2, 2007

Analysis of:Now, It's Business By Data, but Numbers Still Can't Tell Future | online.wsj.com

Most large and medium size organizations have a business intelligence and a data warehouse capability. This can mean the difference in how well an organization markets to its customers, how it monitors its suppliers, how it supports its employees, and how it controls its costs. Being able to properly analyze data including data mining and predictive analytics can help set a corporation's strategic direction, keep it from making the big mistakes, and can help uncover problems before they become unmanageable and very costly.

Sid AdelmanPresidentSID ADELMAN AND ASSOCIATES INC

How Safe are Oracle Acquisitions?

August 2, 2007

Analysis of:Oracle's Secret Weapon: Charles Phillips | www.informationweek.com

Oracle has acquired 31 companies in the last two years. Will the customers of these acquistions stay with Oracle? Some customers are unhappy with the new relationship, the pricing, and the support. Customers are concerned that Oracle will somehow try to force them into more Oracle centric products and force them into using the Oracle database management system. For example, Oracle will not be supporting DB2 on PeopleSoft as well as it supports the Oracle DBMS on PeopleSoft.

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

Western Union: Threat of New Entrants and Technology Means More Turbulence Ahead

August 1, 2007

Analysis of:Western Union Drops After Verizon Announces Wireless Payments and Transfers | biz.yahoo.com

In this article Obopay is credited for impacting Western Union's share price. Obopay is one of many newer less expensive means of transferring funds domestically or internationally. Other emerging competitors spanning email/computer money transfer, mobile and ACH based services include: Xoom; Ikobo; Coinstar (GroupEx Financial Corp.) and, Paypal. The implication is that Western Union may be in danger of losing its core competitive advantage due to the ubiquity of potentially realtime very inexpensive international electronic network connectivity. Whether this threat is real or perceived it will have an impact on WU's valuation. If the threat is not real the impact will be short term. If it is real current declines may be an early indicator of a longer term trend.

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