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GLG News by Backhaul Experts

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November 5, 2008
Was Google’s Settlement a Victory or a Business Decision?
Analysis of: Viacom Sees a Concession in Google Settlement | bits.blogs.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Legal settlements are never clear cut victories because both sides are able to claim victory.
November 3, 2008
Windows 7: A View from Someone with a Very Long Technology Memory
Analysis of: Windows 7: A First Look | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”
November 3, 2008
Qualcomm – Being Sued Again – Calm Down Everyone
Analysis of: Qualcomm: $1B lawsuit is ‘baseless’ | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...
October 31, 2008
iPhone 3G Success may be accelerating the need for Femtos
Analysis of: AT&T the Latest to Jump on the Femto Wagon | www.unstrung.com
Author: GLG Expert Contributor
AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell...
October 29, 2008
It is all about customer ownership!
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: GLG Expert Contributor
Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will...
October 29, 2008
Cox Going Wireless for $500 Million Plus Billions More
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.
October 27, 2008
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
October 24, 2008
A New Sheriff in Town: G1
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and  new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity...
Samuel GreenholtzOctober 24, 2008
Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
October 24, 2008
What Verizon, AT&T, and Sprint Need To Do
Analysis of: Debt-Heavy Telecoms Won't Escape the Credit Crunch | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.

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