GLG News by Cinema Projection System Experts (North America)

David WorkmanExecutive DirectorPRO Group

There is no room in the middle

June 3, 2008

Analysis of:Sears Loses Out To Costco And Big Lots | www.forbes.com

Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere between a specialist and a discounter. Sears still has tremendous brand equity through its name and its private label goods which is being squandered through a lack of strategic vision for change.

Marty ShindlerChief Executive OfficerOculus3D Corporation

Will 3D be the savior for IMAX?

December 7, 2007

Analysis of:IMAX makes screen play | www.variety.com

Lots of us considered IMAX down and out in recent years as the institutional theater market (museums, etc.) began to dry up and as IMAX and others failed to provide sufficient appropriate content to the commercial theater circuits to which the Company was selling systems. Now with 3D being one of the very HOT topics in Hollywood and due to the success of two opening weekends of Beowulf in Imax 3D, the time may be right for Imax.

Marty ShindlerChief Executive OfficerOculus3D Corporation

But Will It Add More Subs and More Revenue?

September 27, 2007

Analysis of:DirecTV Expands HD Channels | www.twice.com

DirecTV has added 21 new HD Channels to their existing tier of 31 toward a goal of 100 by year end. This is great news for their subscribers and for those who understand and appreciate the big difference that viewing in HD can make. However, the question becomes whether this will add a significant number of new subscribers and/or cause existing customers to upgrade their service to the HD or premium packages. A Best Buy study released earlier this week notes that education is still required to insure that owners of HD TVs fully understand the need to add an HD service to their existing accounts from DirecTV, Dish, their local cable companies or even the nascent video delivery services from the telcos. The study released by Best Buy this week states that only 19% of HDTV owners indicate they fully understand HD. See http://www.tradingmarkets.com/.site/news/Stock%20News/650274/ for more information on the study.

Robert FriedmanPresidentRLF Entertainment

national cinemedia leads the field-in live cinema entertainment

September 21, 2007

Analysis of:National CineMedia and Marcus Theatres(R) Enter into Affiliate Agreement to Present Alternative Events in U.S. Movie Theatres | online.wsj.com

live cinema entertainment-via national cinemedia-opens new doors to revenue streams of movie theaters-broad and niche oriented events will create audiences that are not necessarily regular movie goers-by issueing subject matter that are  not normally available.

Marty ShindlerChief Executive OfficerOculus3D Corporation

Will VOD Come In Under The Radar As The Next Gen Technology?

September 20, 2007

Analysis of:Time Warner Cable to Top 1B VOD Streams in 2007 | www.homemediamagazine.com

While the format wars in the next generation DVD systems continue to confuse customers clearly indicating that there is not going to be an obvious winner for some time, if at all, VOD may be sneaking under the radar. This is still a very nascent business. The studios in making their content available to Time Warner Cable and their counterparts for VOD, also must face the most important implication of all, angering some of their biggest customers, namely Wal Mart that accounts for ~ 40% of total home video sales. When Target, Best Buy, Amazon and a few others are added in, the total is well in excess of 50%.   And in allowing the cable companies to experiment with a day and date release on DVD and VOD, they must be careful not to shorten that time frame from theatrical release too much or they risk angering their other very large customers, the major exhibitors. In this arena, Regal, AMC and Cinemark comprise some 16 – 17,000 of the 39,000 screens in North America.

Michael KaragosianPresidentM K P E CONSULTING LLC

NCM expands its network to market leaders in exhibition

September 17, 2007

Analysis of:National CineMedia and Marcus Theatres(R) Enter into Affiliate Agreement to Present Alternative Events in U.S. Movie Theatres | online.wsj.com

How does this impact Access IT and Screenvision?

Michael KaragosianPresidentM K P E CONSULTING LLC

TI uses the 3-D lure to draw consumer attention back to DLP

September 7, 2007

Analysis of:TI DLP Technology Enables 3-D TV Viewing in the Home | online.wsj.com

• A 3-D renaissance is taking place in the cinema due to the introduction of DLP digital projection in theatres. • 3-D to the home has its challenges: no standards, difficult to produce, only DLP can display 3-D out-of-the-box. • TI's push to use 3-D to increase DLP sales in the home could easily backfire as consumers recognize the hollow promise.

Marty ShindlerChief Executive OfficerOculus3D Corporation

The Latest Skirmish

September 7, 2007

Analysis of:Toshiba Reaffirms HD Market Lead | www.homemediamagazine.com

I can hardly wait until tomorrow to find out what is the next news release in the next generation DVD format battle. The stats are nice in this nascent industry, but it is still lying with statistics, so to speak. Earlier this week, there was a story that Sony was in the lead and today this article appeared, stating that Toshiba is in the lead. This represents the latest salvo in the format war.

Marty ShindlerChief Executive OfficerOculus3D Corporation

Battling it Out – Skirmishes Continuing

September 4, 2007

Analysis of:Sony Projects 1M Blu-ray Disc Sales by Q4 | www.homemediamagazine.com

Did you read How To Lie With Statistics in college? Do you practice it in your business? Do you own a high definition TV and also subscribe to a high definition service? Do you own an hd – next generation DVD player of either format?  If not, why not? Have you watched a standard definition (sd) DVD on your HD TV? Looks good, doesn’t it?? As reported in the article, 1 million units may seem like a lot, but that only represents an approximate $20 - $30 million dollars in an industry that generates a total of over $25 billion on an annual basis. There are many hurdles to be cleared before a winner can be declared, if ever that happens. Until then, declaring Blu-Ray the leader is lying with statistics.

Marty ShindlerChief Executive OfficerOculus3D Corporation

Extending content availability for iPhones and PDAs

July 3, 2007

Analysis of:Startup taking 3-D mobile | www.hollywoodreporter.com

If there was ever a question as to whether the public is now aware that all sorts of content will be available on our mobile devices, the release of the iPhone last week has put that to rest. Over the next couple of years there will be continual and rapid growth in all manner of accessories and tools to make our use of mobile devices even more useful with add ons, software tools and other techniques to give us the anywhere any time access to what we want to see. Some of those products will succeed and a vast number will not. One product that does stand out is one announced through this article that can enable the owner to view content in 3D on their mobiles. The forthcoming wave of 3D content that is hitting the nations’ theaters will play a key role in pushing the Neovision product into the public spotlight. Randal Kleiser a noted director of Grease and other movies, is behind this product.

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