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GLG News by 3G Handsets Experts

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October 3, 2008
Potential Suitors for Nortel’s Metro Ethernet Business
Analysis of: Huawei Seen as Likely Nortel Suitor | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Up until the latest economic scare, it looked as if Nortel may have found some suitors for the Metro Ethernet business.  
October 3, 2008
Sprint – WiMAX Timeline - What To Look For
Analysis of: A Xohm Timeline | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
The timeline is a good indicator of the struggle to get WiMAX off the ground.  Hopefully, Sprint will find a buyer for its Nextel business and then they can plow the cash into WiMAX
October 3, 2008
AT&T – Great Idea – Fiscal Smartness – Operational Efficiency
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I congratulate Ralph de la Vega.  It is not exactly what I had suggested in my article; “AT&T Spending Money On Wireless – I Have Another Suggestion”, but its close enough.
Gregg KailOctober 3, 2008
AT&T Without a Division for Enterprise Mobility
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The AT&T reorganization into four units lacks a separate division for Enterprise Mobile Solutions to promote field communications, realtime applications, and workforce productivity.
October 3, 2008
The LTE v. WiMAX Debate Still Rages – Does It Matter Now?
Analysis of: LTE or WiMAX? Regional carriers, MVNOs mull next-gen plans | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Given the current economy is the debate of LTE versus WiMAX even relevant?   I think the answer is yes.  The 4G technology decision is relevant to all carriers.
October 3, 2008
Leap and Metro PCS – Make Nice – That is Nice
Analysis of: Leap, MetroPCS make nice | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Making nice might be necessary to survive the recession.
October 3, 2008
Nokia – Loses Out to Samsung – But There is a Silver Lining
Analysis of: NSN loses Dallas Xohm contract to Samsung | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Don’t read too much into Nokia’s loss to Samsung. Samsung was the first if not one of the first to deploy WiMAX.
Gregg KailOctober 3, 2008
RIM Lowering Gross Margins with Consumer Smartphones
Analysis of: RIMs Rollercoaster | metue.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
RIM’s consumer smartphones are well-timed with the enterprise spending slowdown, but the forecast of lower gross margins show the dependence on carrier’s marketing and subsidized pricing.
October 3, 2008
What Should Tech Investors Do Now? Stay Conservative or Risk It All?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
First I agree with everything that Jason Zweig has stated.   In my opinion equity investors and investment bankers hate speaking to restructuring professionals.  Equity investors love certainty.  Investment bankers are looking for a transaction fee. Restructuring professionals live...
Gregg KailOctober 1, 2008
AT&T Needs Higher End Satellite TV to Retain DSL
Analysis of: Satellite TV stocks fall, led by Dish Network | news.moneycentral.msn.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The AT&T and DirecTV contract indicates the mutual need to: 1) Replace DSL and satellite TV disconnects; 2) Compete against the cable triple play; 3) Acquire higher end customers.

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