GLG News by Domestic Print White and Yellow Pages Advertising Experts

Michael DobsonPresidentTeleMapics, LLC

TomTom - TeleAtlas Not an Acquisition Target

March 25, 2011

Analysis of:TomTom says mapping unit not up for sale | ca.reuters.com

This morning TomTom denied that it was it was in discussions to sell Tele Atlas, a publisher of navigable map databases that it acquired in 2008.  It is unlikely the TomTom is seeking an aquirer for Tele Atlas, but it may be shopping the entire company.

Gordon BorrellCEOBorrell Associates Inc

Mobile Advertising's Gold Rush

November 16, 2009

Analysis of:Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is definitely the new-new thing, but it sounds like the hype we heard when the Web was born as a graphical interface and banner ads started appearing in 1995. Be careful -- mobile advertising isn't going to produce overnight riches. For proof, look at your own mobile device. Where are they ads? And if you see any, tell me if they're prompting you to buy anything. Timing is everything, so before you jump in, read on.

Michael BonfilsCEOInternational Media Management Corporation

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Analysis of:Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

Gordon BorrellCEOBorrell Associates Inc

Goodbye, Weather Channel

May 1, 2008

Analysis of:NBC, CBS seen bidding for Weather Channel | www.msnbc.msn.com

Some of you may remember how you felt in the 1990s when Johnny Carson's last few shows were being aired.  I feel the same way with The Weather Channel. Competition for TWC has been pent up for years; having it owned by one of the four major TV networks is bound to unleash competition that it will be unable to compete with.

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!

Ronald KiimaPresident Kiima Incorporated

2007 Accounting Error of the Year: Depreciation and Amortization

January 2, 2008

Analysis of:Securities Suits Spike in 2007 | www.cfo.com

The subject article provides some interesting insights into the upward reversal in the number of securities class-action lawsuits filed during 2007.  Given such, I thought it might be fitting to offer my personal insights into what I continue to believe is the most common, yet rarely noticed, accounting error. As in prior years, inappropriate depreciation and amortization methodologies once again gets my nomination for Accounting Error of the Year.  Unfortunately, absent some unforeseeable improvement in oversight by corporate auditors and the SEC, I suspect that I will again be making the same nomination this time next year.      

Greg SterlingPrincipalSterling Market Intelligence

Jellyfish acquisition not a response to Google CPA

October 10, 2007

Analysis of:Microsoft Acquires Jellyfish.com | blogs.msdn.com

To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small. MSFT could do CPA on its own network and doesn't need Jellyfish to implement it. My sense is that Microsoft may do something interesting and try and build out Jellyfish but maintain it as a stand-alone property. It could also languish under MSFT's ownership too.

Ronald KiimaPresident Kiima Incorporated

SEC Schedule II - Visibility into the Integrity of Reported Results

September 11, 2007

Analysis of:SEC Schedule II - Visibility into the Integrity of Reported Results | tinyurl.com

Few other disclosures give as much visibility into the integrity of a company’s reported results like the SEC’s Schedule II – Valuation and Qualifying Accounts. Unfortunately, despite such schedule being required of most public companies, few companies seemingly fully comply. The absence of otherwise required data, or worse, the outright omission of the schedule in its entirety, should raise investor concerns that a company may be engaging in some degree of inappropriate earnings management.

Greg SterlingPrincipalSterling Market Intelligence

TribLocal.com Goes into Print

August 17, 2007

Analysis of:Chicago Tribune's Triblocal.com Spawns New Print Papers | publications.mediapost.com

Following in the footsteps of the Denver Newspaper Agency’s YourHub.com, the Chicago Tribune’s Triblocal.com community websites will begin publishing print editions.

Greg SterlingPrincipalSterling Market Intelligence

Yahoo! Refreshes, Redesigns Local

August 17, 2007

Analysis of:Yahoo eyes local markets | www.contracostatimes.com

Other than the yellow pages sites, Yahoo! is really one of the incumbents in local search. It pioneered interactive mapping, advanced functionality and local filters, as well as being an early integrator of community and ratings/reviews. But more recently Yahoo! has been under pressure from Google and Microsoft in dynamic mapping on the one flank and a range of newer local and community sites (e.g., Yelp) on the other.

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