GLG News by Video Game Software Experts

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do

February 6, 2007

Flash memory makers heading for tough times | news.com.com

This is the time of year for worrisome sentiment.

Seasonality is often forgotten.

Potential for overcapacity does exist but the industry has ways to adapt.

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE 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.

Its Not About Games

December 19, 2006

The Unlikely Game Player | www.businessweek.com

It seems almost everyone has misread the reasons behind the acquisition, and what Voodoo is really all about.

Joshua PollackChief Executive OfficerNXTCOM CORP 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.

Best to Listen to the Obvious

December 12, 2006

At UBS: News Corp. Chernin Touts Traditional Media | adage.com

This article is important because it highlights a very clear concept that is not being given enough attention...traditional media companies still have a great deal of reach, assets and power.

Joshua PollackChief Executive OfficerNXTCOM CORP 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.

KKR gets it done

December 1, 2006

Private equity groups could bid for Clear Channel | www.latimes.com

KKR and their partners know the value of a unique basket assets like this.  Accordingly, they quickly moved to get control of this tremendous opportunity, which includes significant market share.  They will now be able to sell off the pieces to groups of smallers operators who desperately want these stations at a premium.            

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE 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.

Need an application processor? Call Nvidia in about a year

November 10, 2006

Nvidia to acquire PortalPlayer for $357 million | www.marketwatch.com

Nvidia will now accelerate their entry into the applications processor market for handhelds - may help with potential Apple deal.

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE 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.

Sony will be the long term winner

November 1, 2006

Opinion: Why Sony Won't Lose the Next-Gen War | biz.gamedaily.com

Microsoft will rule 2006, Sony will bring them to a draw in 2007 and in 2008 Sony will ship more than Microsoft and Nintendo combined.

The architecture is killer. That’s the good news and the bad news. The PS3 has longer legs than any of the other consoles and that is mostly what will make Sony win.

keep your eyes on the game titles, and that will tell you who is going to win. The market isn’t a win all or nothing situation. Many consumers in the middle class and above have two game consoles and a PC. The reason consumers purchase all three platforms is because of the games.

Joshua PollackChief Executive OfficerNXTCOM CORP 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.

Cablevision raises the bar

October 18, 2006

Fox's triple play - News net ups rate at Cablevision | www.variety.com

This article is important because Cablevision has now raised the bar for what cable operators need to pay for news channels.  Cablevision did not need to do this but figures they can benefit from a big friends like Fox.

Joshua PollackChief Executive OfficerNXTCOM CORP 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 Dolans are the Challenge

October 10, 2006

Dolan Family Makes a New Play for Cablevision | online.wsj.com

This article is important because the two predominant players have established a precedent of relying on acquisitions to continue growing at such a substantial rate. 

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE 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.

Sony’s problems aren’t Blu-Ray manufacturing

September 12, 2006

Blaming Faulty Part, Sony Scales Down World-Wide Launch of PlayStation 3 | online.wsj.com

Consoles are sold on the basis of games – not hardware technology and Sony knows this better than anyone.

Programming the PS3 is very difficult – games may be the delay

There are also problems with yield of the IBM cell processor

Only the Nvidia GPU design is on target and also easy to program.

2008 will be Sony’s year, not 2007

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE 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.

Microsoft is taking it to Sony in Japan with games, prices and production

September 12, 2006

MS to Offer Cheaper Core X360 in Japan Before PS3 | biz.gamedaily.com

Microsoft is taking it to Sony in Japan with games, prices and production

Microsoft is presenting a five point program for the Japanese market:

Better prices

More product available

Custom Japanese games

Cross platform games

Xbox Live Community

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