GLG News by Print Advertising Market Experts

Richard HinePrincipalRichard Hine

Under NewsCorp, WSJ Stumbles into 2008

March 31, 2008

Analysis of:Dow Jones sees growth in Asia, online | www.theaustralian.news.com.au

Despite its unique status -- and the backing of Rupert Murdoch -- The Wall Street Journal is not immune to the pressures facing the newspaper industry.

Richard HinePrincipalRichard Hine

One in Four Ad Dollars Will be Spent in Alternative Media by 2012

March 31, 2008

Analysis of:Survey: Alternative Media Surges | www.adweek.com

Alternative media spending is growing rapidly despite the recession.  More important, because of the recession, most of this new spending will have to come from "traditional media."

Rick SheaPresidentShea Marketing Consulting Inc.

Commodity Hedging-The Double Edged Sword

March 31, 2008

Analysis of:Against the Grain: Food Firms Hedge Costs | online.wsj.com

With ever rising commodity costs food companies that have hedged their key commodity purchases with forward buying have done quite well over the last year.Several key manufacturers have announced that they have hedged their raw materials by forward buying 60-70% of their 2008 needs.Lost in the discussion has been the potential for commodity prices to go down in the latter half of 2008.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Yahoo's Stalling, but They Can't Escape Microsoft's Grasp

March 17, 2008

Analysis of:Yahoo buys time with Microsoft by board move | www.reuters.com

Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could.  In truth, the merger is likely good for the marketplace, as Google is becoming far too dominant of a player in search and other Internet categories.  The only questions left to ask may be whether the takeover will be hostile or not and whether the deal will pass federal scrutiny.

Richard HinePrincipalRichard Hine

Sam Zell: Business Genius or Boss From Hell?

March 17, 2008

Analysis of:Zell Invokes Viagra, F-Word Urging Creativity, Speed at Tribune | www.bloomberg.com

Cutting costs and calling the old bosses stupid won't be enough to turn the Tribune Company around.  If Sam Zell doesn't have answers for the company's problems, who does?

Rick SheaPresidentShea Marketing Consulting Inc.

Kraft and Sara Lee turnaround ? Real or wishful thinking ?

March 14, 2008

Analysis of:Kraft, Sara Lee say turnaround efforts are succeeding | www.chicagotribune.com

Kraft and Sara Lee executives recently spoke at analyst conference concerning their recent improvements to drive sales growth and improve operating margins.Both suggested the progress is real and sustainable.   Kraft highlighted new products and headcount reduction as keys to their progress.New products are clearly needed and our key to drive future sales growth.The job cuts they mentioned are real and should help them provide a lower cost basis to expand marketing and potentially improve margins at the same time.  Sara Lee also touted new product innovation and organizational restructuring as means to improve their growth and enhance profitability.Pricing is also key at both companies as they face strong headwinds in the face of commodity inflation.  Do we believe both CEO's assertions and are better days ahead for both companies ?

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

RIM v. Apple: Why Apple is Positioned Well for the Fight

March 12, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market.  Now that Apple is making a move into an enterprise-level product, pro-sumers will now have an opportunity to carry only one product that can be used for both in-office and out-of-office activities, something that the Information Week article did not delve into -- the shift in consumer usage.  While conceding a RIM lead over the foreseeable future, this analysis will examine some of Apple's advantages as the playing field shifts.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?

March 10, 2008

Analysis of:Microsoft rolls out test of new Internet Explorer 8 | www.reuters.com

Microsoft is in the middle of a tremendous browser battle.  Their share has been eroding, and the web masses are getting restless.  Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Google Gears Gingerly Enters the Mobile Fray … What, no iPhone?

March 10, 2008

Analysis of:Google Gears heads for Windows Mobile phones | www.zdnetasia.com

Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device.  However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users.  Are they just seeding for the Android launch?

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World

March 4, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice.  They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers attracted to their products.  The implications, though sometimes subtle, include a transition away from carriers, at the center of the wireless world.

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