GLG News by Warehouse Club Experts

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

Bally v. IGT: Should we expect settlement?

April 29, 2008

Analysis of:Bally Technologies to Report Third Quarter Fiscal 2008 Results | biz.yahoo.com

The litigation between Bally and IGT is nearing its conclusion, with all three pending cases now set for trial sometime between October 2008 and February 2009.  The likelihood that any of those juries actually sit, however, is small.  The way the cases have played out, there is tremendous room for settlement as the cases reach the end of the wire.

Rick SheaPresidentShea Marketing Consulting Inc.

Organic and Natural Food Growth Stalls with Increased Commodity Costs

April 28, 2008

Analysis of:Naturally,Super Valu Customers Want More Options | www.forbes.com

Increasing commodity costs are having a negative impact to the growth of organic and natural foods.As commodities increase consumers are being more selective and price sensitive in their grocery shopping.This trend does not bode well for retailers like Whole Foods (WFMI) and the manufacturers that supply items to the leader in the organic and natural foods segment.

Rick SheaPresidentShea Marketing Consulting Inc.

Apple's Superior Brand Strategy Leads to Strong Results

April 24, 2008

Analysis of:Apple's 2Q Results Beat Wall Street Views | biz.yahoo.com

Apple once again delivered very strong results in the face of hesitant consumers under recessionary pressures.Total revenue growth for the latest quarter was +36% led by the Mac brand in personal computers at +51%.The MP3 segment led by the I Pod brand delivered growth of +1% while the I-Phone sold 1.7 mm units.   So how is Apple able to deliver consistent sales and profit growth in tough recessionary times with premium pricing while many of its competitors deliver poor results.In a phrase --it's their superior branding strategy.  

Martin BrillManaging PartnerSweetwater Consulting LLC

Department Stores Must Upgrade Their Total Shopping Experience

April 21, 2008

Analysis of:Department Stores focus on Style | www.courierpostonline.com

The entire department store segment is hurting right now, but those that improve their merchandising strategies , build their store brand though creative marketing and improve the shopping experience for their customers will emerge as market leaders once the economy turns around. Department stores must shop the market for fresh collections and new designers - and cut back on stale assortments form large manufacturers.

Martin BrillManaging PartnerSweetwater Consulting LLC

A Few Well Merchandised Specialty Chains Buck The Negative Retail Tide.

April 17, 2008

Analysis of:Fighting Off the Chill: Retailers get Inventive To Combat Recession. WWD. | www.wwd.com

Discount stores are not the only sector holding up well in what has been described as the worst retail apparel environment in the past twenty years.   Innovative specialty chains that know their customers well are moving forward with fresh assortments and new product categories that speak to their customer’s wants and needs.

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.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

For Tessera, Investors Focus on the Wrong Fights

March 25, 2008

Analysis of:Tessera counts on reversal of patent decision, fortunes | www.reuters.com

Tessera's stock has been thoroughly trashed the last five weeks, in large part because the investment community saw one of TSRA's ITC cases temporarily derailed.  The next few days should bring a reprieve with respect to the ITC; but the real action is happening elsewhere in Washington: in publicly available filings at the Patent Office.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

QCOM Update: Worry about BRCM

March 25, 2008

Analysis of:U.S. court leaves ban on Qualcomm selling some chips | biz.yahoo.com

There was little reaction to the news last week that the Federal Circuit would not stay the pending BRCM injunction against QCOM.  But make no mistake: the BRCM fight is going poorly for QCOM, and there will be enormous pressure on QCOM to cut a deal later this year.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

Microsoft's Decision to Settle with Visto Hurts RIMM

March 25, 2008

Analysis of:Microsoft, Visto settle mobile e-mail patent dispute | www.news.com

Microsoft's recent settlement of its patent dispute with Visto obviously had implications for those two firms; but the settlement also hurt RIMM in its attempt to make Visto cut a deal.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

Understanding the InterDigital Patent Dispute

March 25, 2008

Analysis of:InterDigital Soars on Settlement Hopes | www.forbes.com

Investors in IDCC have long worried that, even if the firm has good patents, it will be years until Nokia and Samsung pay their first penny.  That is why this week's news about intense settlement negotiations caused a stock spike.  But it is also why InterDigital has to be cautious when it talks about the up-coming ITC case with Samsung and the newly scheduled arbitration with Nokia.

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