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GLG News by 3G Handsets Experts

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October 17, 2008
The new Clearwire’s staff appointments – Look Solid
Analysis of: Clearwire Says Shareholder Vote Will Happen In Mid-November; Wants FCC To Approve Transaction Soon | www.moconews.net
Author: P.J. Louis, President, PJ Louis LLC
I am still not quite sure how Sprint and the new Clearwire will coordinate and be able to generate revenue as independent entities. But this looks like good news.
October 17, 2008
Economists Expect Crisis To Deepen – Any Safe Havens in Telecom?
Analysis of: Economists Expect Crisis to Deepen | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
My only concern is the investor. There are certain telecom sectors that will ride out the storm better than others.
October 16, 2008
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
Samuel GreenholtzOctober 16, 2008
Level 3 is Crazy About 100G
Analysis of: OIF's Newest Piece of 100G Puzzle: Forward Error Correction | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which...
Samuel GreenholtzOctober 16, 2008
Long-Term Market Potential for 100G Much Bigger than 40G
Analysis of: Verizon's Wellbrock: 100G Is Needed | lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the...
October 16, 2008
Sprint Switches on WiMAX - Baltimore
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
In word:  Great!!
October 16, 2008
The Power of Innovation During a Recession
Analysis of: Telephony Live: Bell Labs president outlines future of innovation | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.
October 14, 2008
Apple’s iPhone Raises the Bar
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices...
October 14, 2008
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Debt, Equity Price Tag, and Poor Access to Capital are the obstacles to finding a buyer to Nextel.
October 14, 2008
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T’s comment about WiMAX is pure posturing.  No two wireless technologies are alike.  

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