GLG News by GLG Leaders in the Technology Council

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, 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.

Open Text to Buy Global 360 for $260 million

July 18, 2011

Open Text to Buy Global 360 for $260 million | opentext.com

OpenText has acquired Global 360, a US software vendor specialising in case management for $260 million

Vijaya Iswara, Director

Vijaya IswaraDirectorFastFix Inc. 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.

Arctic shipping routes - good or bad?

July 7, 2011

Arctic shipping routes unlikely to be Suez of the north | euobserver.com

New shipping routes in arctic are being considered as an alternative channel to cut transit times from northern europe to far east destinations. Norway, Russia and others are attempting to improve the markets for natural resources in Asia.However, certain operational challenges and environmental concerns will remain unaddressed for the foreseeable future.

Jack Kern, Managing Director

Jack KernManaging DirectorKern Investment Research 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.

Camden Properties Trust Lays an Egg in Texas?

July 5, 2011

Camden Closes $261M MF Portfolio Acquisition | www.globest.com

Camden Properties Trust NYSE:CPT) , the well respected residential REIT, run by always amiable and friendly CEO Rick Campo recently announced the purchase of eight apartment communities, totally 2,957 units. The properties, spread across 4 markets in Texas increase the firm's holdings to 69,170 units, including deliveries under construction. If the press releases are to be taken at their word, then it means the average cost per unit is a stunning $88,265, We're surprised, to say the least.

William Stueber, Senior Partner

William StueberSenior PartnerTelecom Partners Group LLP 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.

Death Spiral for RIMM?

June 23, 2011

RIM is black-burying carriers with half-baked BlackBerrys | www.bgr.com

It is widely rumored that Research In Motion   is exerting considerable pressure on carriers to truncate their normal technical acceptance testing procedures and typical timeframes.  Given the pressure to perform RIMM is under, this may not seem unusual, however, this is not likely the first time the BlackBerry manufacturer has sought to by-pass established quality control procedures designed to protect consumers, carrier and RIM itself from ill-conceived product launches.

Robert Sethre, Senior Consultant

Robert SethreSenior ConsultantPhotizo Group 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.

What is Xerox Becoming?

June 22, 2011

Xerox Chief Looks Beyond Photocopiers Toward Services | online.wsj.com

Historically, Xerox was a (the) copier company: copiers were the products, the business model and the overall corporate identity. As the world went digital, so did Xerox, rebranding themselves as "the document company." Now, Xerox is moving beyond the document into the broader business of technology-led services. This re-rebranding will certainly influence their offerings and approach to market and present certain challenges for understanding the Xerox business model and future prospects.

Jack Kern, Managing Director

Jack KernManaging DirectorKern Investment Research 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.

Archstone to Go, or Want to Buy Some Units?

June 21, 2011

Archstone-Smith was a very well regarded real estate investment trust right up until it went private after being acquired by Tishman Speyer and Lehman Brothers Holdings in 2007. The firm has been largely quiet since then, just managing their properties and holding on to long term entitlements. Now they are back in the news, with the prospect they might go public again, or be sold off in a free for all. With $18 to $22 billion in apartments at stake, neither choice is clear.

William Stueber, Senior Partner

William StueberSenior PartnerTelecom Partners Group LLP 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.

4G/LTE and M2M - A Golden Opportunity for AT&T and Verizon

June 19, 2011

LTE and 4G will greatly impact Mobile to Mobile (M2M) subscription offerings and accelerate the growth of entirely new revenue streams.  The characteristics of M2M are overwhelmingly appealing: Greater than 1B US devices Lower churn, stable ARPU Predictable, chargeable network burdenThis analysis details the likely impact of M2M on US carriers and the underlying wireless ecosystem.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION 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 on-demand exchange having stability problems

May 22, 2011

Exchange Online has downtime problems again | www.computerworld.com

Microsoft's move into the cloud is far behind other on-demand mail services such as Google and yahoo. Will these stability issues give Google's email and calendar programs for corporations a chance to take over?

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, 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.

Liberty Media makes $1 Billion offer for Barnes & Noble

May 21, 2011

Liberty Media makes $1 Billion offer for Barnes & Noble | akbaspost.blogspot.com

According to Financial Times, Liberty Media has offered to buy Barnes & Noble, the struggling US bookseller, for $1 billion, in an unexpected deal that would significantly diversify Liberty’s holdings.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

Strong Storage Growth for the Professional Media and Entertainment Industry

May 16, 2011

A new report on digital storage for the professional media and entertainment industry projects strong growth driven by higher resolution stereoscopic content as well as new channels for content distribution and the increasing digitization of historical analog content. 5.6X storage capacity growth and 1.7X revenue growth are expected between 2011 and 2016.

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