GLG News by Print Advertising Market Experts

James MeyersChief Executive Officer Alpha Media

Will New French State TV Advertising Regulations Provide for TF1 and M6

February 25, 2009

Analysis of:TF1 Slumps Most Since 2001 on Sales Drop Forecast | www.bloomberg.com

1.      French state-owned television will be phase out commercials entirely by 2011, eliminating some $700 million in advertising revenue      2.      French TV ad spending was $4.6 billion in 2008. For 2009, ZenithOptimedia expects a 5% decline

James MeyersChief Executive Officer Alpha Media

New Chapter for Satellite Radio

February 19, 2009

Analysis of:Sirius XM, Liberty Reach A Deal | www.radioink.com

1. Sirius XM has 19 plus million devoted fans and lots of star power but has been unable to produce a profit.     2. Sirius XM has a total debt load of $ 3.25 billion   3. Echostar will do well since it is among the debt holders who will be paid off through the Liberty pact at a price considerably higher than when SATS acquired the notes

James MeyersChief Executive Officer Alpha Media

What the AT&T / DIRECTV Pact Represents for Consumers

February 13, 2009

Analysis of:AT&T/DirecTV do 'Quad Play' | www.lightreading.com

The AT&T partnership with DISH is officially over and the partnership with DIRECTV is now retail-ready

Andreas KurzOwnerAkari Enterprises LLC

UK apparel to recover faster than the US?

January 8, 2009

Analysis of:U.K. Clothiers Will Weather Slump Better Than U.S., WGSN Says | www.bloomberg.com

Speeding up the design and sourcing process in only one factor out of many. In the current environment, the key is to get consumers to come to the shops in the first place and then to make sure they don't leave without having bought something.

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

What VCs Should Invest In ... In this Economy

November 24, 2008

Analysis of:What Should Investors Do Now? | online.wsj.com

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.

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

Advice to RIM Blackberry: How to Attack Apple's B2C Advantage

November 24, 2008

Analysis of:BlackBerry maker battles back | money.cnn.com

RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new products to brainstorm some strategies that might be useful in this very difficult assault.

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

Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried

November 24, 2008

Analysis of: DoCoMo, KTF to sell Google phone next year: report | www.reuters.com

The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in.  Good for the consumer, bad for the complacent incumbents.

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

Higher-Pay Employees Most Likely to Leave Sprint

November 17, 2008

Analysis of:Sprint offers voluntary package to employees | www.fiercewireless.com

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

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

PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain

November 14, 2008

Analysis of:Cutting TV advertising will harm your brand | www.mandmglobal.com

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future.  The shift to interactive has been far too slow, and this study paints exactly the wrong picture.

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

HTC Google G1 not an iPhone: Will Cut Price Quickly

November 14, 2008

Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com

The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this article.

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