GLG News by Digital Cinema Technology Experts

Bruce ZhouManaging DirectorFOP (China) Retail Consulting 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.

Li-ning plans lay-offs

February 10, 2012

The chinese sportswear outfit regroups

James MeyersChief Executive Officer Alpha Media 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.

The Multichannel Cord Cutting Mystery

February 8, 2011

Hulu Reworks Its Script as Digital Change Hits TV - Hulu Online Cable Move? | online.wsj.com

1. To what extent does the "cord-cutting" phenomenon present a credible threat to the pay TV industry; or has the trend been oversimplified, overhyped and overstated.2. The digital terrestrial transition of 2009 drew many former over-the-air only viewers into the pay TV fold as the multichannel players, such as Comcast, Time Warner Cable and DISH, offered great incentives.

Bruce ZhouManaging DirectorFOP (China) Retail Consulting 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.

Shanghai Disneyland Roll-out Kicks off in the Post-EXPO era

November 10, 2010

Shanghai Disneyland starts construction | www.chinadaily.com.cn

On Nov 5th, Shanghai government signed exuecutional contract with Walt Disney on the building of the 6th international and 2nd in China Disneyland. The first phase theme park will be located in the Pudong District - 20 KM from the Pudong Int'l Airport and 30KM from downtown, a space of 1 sq. km of the park and 4 sq. km supporting facilities such as hotels. Opening sometime between 2014-2015 it will bring in more than 10 billion RMB additional tourist revenue for Shanghai and the Disneyland.

Bruce ZhouManaging DirectorFOP (China) Retail Consulting 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.

Under Armour Likely to Enter China Market in late 2010/early 2011

October 11, 2010

Under Armour On road to recover | www.bloggingstocks.com

This US performance sports giant's China strategy has evolved from sourcing basis to market entry with test stores in China pretty soon. Market pulse from retail circle and industrial analyists/observers have picked up strong signs and plans for this company to form strategy and plans to 'knock on heaven's door'...

Bhanu Kapoor, Consultant/Owner

Bhanu KapoorConsultant/OwnerMimasic 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.

Electronic Design Automation (EDA) Industry Market Dynamics

April 26, 2010

EDA industry makes software that creates semiconductor products. The semiconductor industry is expected to grow (see iSuppli [1], TSMC[2] ) 22% in 2010 to reach a level close to $280B. The size of the EDA industry is in the range $4-5B (50X smaller than the market of products it creates) and its fortune tends to be tied to the cycles of the semiconductor market. We look at some factors influencing the market dynamics in the EDA industry.

Douglas Stone, President

Douglas StonePresidentBox Office Analyst 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.

A Few Words about Theatrical Windows

January 14, 2010

Exhibs, studios war over windows | www.variety.com

Exhibitors fume over the ever decreasing window to DVD release. A careful examination of the trends would suggest that the setting of the DVD window is not at all arbitrary and is derived instead from the release pattern of the films in a year. Exhibitors may fume, but they may shoulder a lot of the blame for the narrowing because of the glut of auditorium inventory that has resulted from the decade's movie palace building boom.

Douglas Stone, President

Douglas StonePresidentBox Office Analyst 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.

Stuck on Avatar

January 11, 2010

Weekend Estimates | www.variety.com

Avatar continues to surpass everything.  There is a reasonable probability that it will cross the 600,000,000 Rubicon and become the all time Box Office Champ.  Hail to James Cameron.

Douglas Stone, President

Douglas StonePresidentBox Office Analyst 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.

Avatar, Entertainment Value - 10, Recoup Investment - Jury is still out

December 20, 2009

'Avatar' grosses nearly $27 mil Friday First-day take falls short of record-holder 'I Am Legend' | www.hollywoodreporter.com

Avatar is delivering to the audiences that are going, but will it be able to justify the purported $400 Million Investment?

James MeyersChief Executive Officer Alpha Media 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.

NBC Universal: Comcast’s Bargain Deal

December 3, 2009

Comcast, GE form new NBCU joint venture | www.telecompaper.com

The NBC U deal moves Comcast into the group of top 5 cable channel owners, alongside The Walt Disney Company, News Corporation, Time Warner and Viacom. The NBC broadcast network and its 10 owned and operated stations contribute a mere 10% of the new NBC U JV's pro-forma annual cash flow.

Douglas Stone, President

Douglas StonePresidentBox Office Analyst 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.

Were the Meatballs Cooked Long Enough?

November 11, 2009

Exhibitors steaming over 'Meatballs' | www.hollywoodreporter.com

Sony is making "Cloudy With a Chance of Meatballs" available for Video On Demand (for Sony Bravia TV sets) and Blu Ray on December 8th. This has exhibitor marinara in a boil as Sony is pushing the limits of the window to take advantage of holiday marketing. Major exhibs are threatning to yank the film now if they proceed.Reasonable or Not?

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