GLG News by Council Members who know, sell, distribute or evaluate iPod's

Tal RaesideManaging DirectorInsight Strategic Services 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.

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

How High Is Up for The iPhone?

October 22, 2009

Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

With over 20 million iPhones sold in fiscal 2009, the iPhone appears to be just beginning to build steam. Too soon to ask how long Apple can continue its dominance, the question is how dominant can it become.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

Who Exactly Does Dell Want To Be?

October 20, 2009

Dell's Extreme Makeover | www.businessweek.com

Michael Dell is clearly working very hard to makeover Dell, but makeover to what? I think one of the biggest challenges right now is it’s not clear who the new Dell is, or how they want to be seen, aside from successful.

Tal RaesideManaging DirectorInsight Strategic Services 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 and T-Mobile Had a Cloudy Day but “The Cloud” Is Here To Stay

October 13, 2009

T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com

This week was a bad one for Microsoft, T-Mobile and “the cloud” with the announcement of the Danger customers’ data losses. Despite the setback, the cloud will continue to gain popularity and continue to shape the digital media, entertainment and communication world.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

Walmart, DVDs, Redbox And A Better Value Proposition

October 5, 2009

Wal-Mart Scales Back DVD Displays | online.wsj.com

While it always makes sense to cut slow movers in favor of faster moving, more popular merchandise, when it comes to DVDs and Walmart there's a greater dynamic at play - physical media is losing it's appeal with many customers, and Redbox has begun offeringa far superior value proposition for Walmart and their customers.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

Weak Execution Responsible For Weak Palm Pre Sales?

September 28, 2009

Palm Raising Cash Amid Losses, Weak Pre Sales | www.wirelessweek.com

After much hope and hype, the Palm Pre ranked 10th in Gartner’s Q2 2009 smartphone share, and was simply lumped in the “other” category – ouch. Yes, the Palm Pre really needs another service provider partner besides Sprint  – preferably Verizon. But even if that happens, there’s something else they must address.

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh Reseller Association 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.

Sony follows Apples lead.

September 26, 2009

Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony is following what has been an extremely successful model with Apple's iTunes stores for both the iPods and iPhone in selling songs and applications.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

HP - Willing To Give Up Control To Get Control

September 24, 2009

H-P Wields Its Clout to Undercut PC Rivals | online.wsj.com

In the fast paced, low margin, short life-cycle world of PCs, giving up control to get control can really work. To that end, HP has wisely taken a page from eMachines, and then Gateway’s, highly successful retail models for partnering for shared success.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

Consumer Electronics - The Value Proposition Just Keeps Growing

September 23, 2009

Consumers to Spend Big on TVs, Smartphones | www.businessweek.com

With few exceptions, the value per dollar consumer electronics offer today is truly extraordinary,  helping keep demand relatively healthy, even in a (very) down cycle. But there is much, much more to come.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

For Studios and YouTube, Love = Money

September 23, 2009

YouTube Explores Renting Movies Online | www.businessweek.com

Hollywood Studios want an online distribution model that works for them. One that values and respects premium content, monetizes it, protects the content owners, and increases demand.  Beyond that they aren’t that particular. If You Tube can deliver that, then they are their friend. If YouTube threatens that, then they aren't.

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