Mr. P.J. Louis

GLG News by Mr. P.J. Louis, President

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Analysis of:Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?

November 10, 2009

Analysis of:Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com

I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.

Nokia – Getting Hammered By The Recession – Are It's Actions Correct?

November 10, 2009

Analysis of:UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.

China’s Grey Market – Will Keep on Growing

November 9, 2009

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.

Windstream – Thumbs Up on Rollup Effort

November 8, 2009

Analysis of:Windstream Buys Another Rural Carrier | online.wsj.com

I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

Analysis of:The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!

November 4, 2009

Analysis of:AT&T Sues Verizon Over Wireless Coverage Ads | online.wsj.com

AT&T is suing Verizon Wireless over information it is calling misleading. Ain’t nothing new here.

Qwest’s Fiber Strategy Works For Qwest

November 2, 2009

Analysis of:Qwest: Fiber to the cell is hot, FTTH is not | telephonyonline.com

If it were any other carrier I would flat out disagree with the statement that Fiber To The Home was not in favor of the carrier.

Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not

November 2, 2009

Analysis of:IPhone Gets Lukewarm Reception in China | online.wsj.com

No one should be surprised over Apple’s lukewarm iPhone reception.

Tata Consultancy – A Force To Be Reckoned With

October 30, 2009

Analysis of:Software Exporter to Expand Footprint in Emerging Markets | online.wsj.com

Tata Consultancy Services has been making its presence known in North America for years. It has been operating under the radar.

Dear Ivan – You Are Right!

October 26, 2009

Analysis of:Verizon CEO Seidenberg Speaks to SUPERCOMM … and the FCC | www.billingworld.com

Ivan Seidenberg is correct. The FCC and the Federal Government cannot and should not regulate innovation.

Leap and MetroPCS – Companies are Hurting

October 14, 2009

Analysis of:Shares of Leap Wireless, MetroPCS fall | www.google.com

Competition is good. Competition is also bad; usually for the early entrants.

Sprint Nextel and Virgin Mobile – Settle – What It Means

October 14, 2009

Analysis of:Sprint & Virgin Mobile Agree to Settle Lawsuits | www.wirelessweek.com

I am keeping my fingers crossed for the Sprint Nextel acquisition of Virgin Mobile. It is a good deal in the long run for both parties.

Twitter – Is Twitter’s Valuation too High?

October 6, 2009

Analysis of:Twitter's Value Is Set at $1 Billion | online.wsj.com

Twitter has come closest to optimizing the marketing power of the Internet than any company I have seen in a long time. Twitter has become a massive advertising engine for products, services, politicians, movie stars, television stars, and celebrities who famous for being famous. Now that is a way of creating a brand.

Tekelec – Finds a New Use for an Old Feature

October 5, 2009

Analysis of:Tekelec pushes for SMS in M2M networks | telephonyonline.com

Tekelec’s proposal brings new life to an old feature.

Fairpoint – Bankruptcy is Now an Option

October 5, 2009

Analysis of:FairPoint In Talks to Revamp Its Debt | online.wsj.com

I am an engineer and I am a restructuring expert. My firm focuses on operational matters, and I am the first to say that you should always make voluntary restructuring changes before you file for Chapter 11. I hate seeing companies file as much as anyone else. However, there are times when you have to do what you have to do.

Fairpoint – Heading for Bankruptcy? It Can Be Fixed

September 29, 2009

Analysis of:FairPoint In Talks to Revamp Its Debt | online.wsj.com

Some time ago I had written a piece concerning continued bankruptcies in the CLEC and ILEC sides of the business. The piece was not well received.

Vodafone – Takes a Step Toward Mobile Social Networking????

September 25, 2009

Analysis of:Vodafone To Launch New Mobile Internet Services | online.wsj.com

I appreciate Vodafone’s efforts. The approach is sound but a little fuzzy on details.

Yahoo – Is It Still Relevant?

September 23, 2009

Analysis of:Yahoo's $100 Million Ad Blitz | www.businessweek.com

Yahoo is about 14 years old now. It has accomplished a great deal.

Does the Syniverse – Verisign Deal make Sense? Make Sense for Whom?

September 22, 2009

Analysis of:Syniverse Snaps Up VeriSign's Messaging | www.unstrung.com

Does this deal make any sense? Verisign is exiting the messaging business for a reason. It may not be obvious but it is not about the messaging business going into a decline.

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