GLG News by Interactive TV Software Experts (North America)

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.

Steven Harnsberger, Principal

Steven HarnsbergerPrincipalFreestyle Digital 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.

Hulu Stuck Between a Rock and the Entertainment Industry

January 28, 2011

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

Hulu is trying to reinvent itself as a paid service, either as a SVOD provider  or a replacment cable service .  Because of conflict between the Board of Directors and its management, there is little chance that Hulu will ever be able to offer a subscription TV service like the one discussed in this article.

Steven Harnsberger, Principal

Steven HarnsbergerPrincipalFreestyle Digital 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.

$30 Premium VOD is the Biggest Loser

November 17, 2010

Let's adapt to changing dynamics - Hollywood's answer: $30 Premium VOD | www.appmarket.tv

Studios are getting squeezed by torrid growth of kiosks and NetFlix, so they are trying a new $30 premium VOD windows.Its simply a bad idea and threatens to undermine the theater owners while alienating consumers.   The recession has driven consumers to find lower cost entertainment options, this one won't work.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

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.

Steven Harnsberger, Principal

Steven HarnsbergerPrincipalFreestyle Digital 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.

Hollywood Internet Movie Download Sites - Still Looking for a Business Model

November 6, 2009

(Hollywood) Industry Slowly Embracing New Media | www.hollywoodreporter.com

Good article - the ugly truth about digital movies on the web is that no stand alone digital video content service makes money today, not CinemaNow (Sonic Nasdaq SNIC), Amazon, Vudu, or BlockBuster.  The business model is missing, the revenue share small and the demand absent.Many have tried and failed including: Intertainer, MovieLink, Akimbo, Moviebeam - even CinemaNow was sold because it could not make money. The digital movie business model is broken....

Samuel Russ, Associate Professor

Samuel RussAssociate ProfessorUNIVERSITY OF SOUTH ALABAMA 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.

SSDs versus HDDs: Why Are SSDs Slow to Take off?

September 9, 2009

Why are SSDs slow to take off? | www.eetimes.com

Much has been written about SSDs and their attempts to move into mainstream data storage. However, they suffer significant technical and cost limitations and must compete with a well-entrenched incumbent, magnetic disk drives.

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.

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

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