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November 26, 2008
Forward Movement – Finally!
Analysis of: Clearwire Shareholders Approve Deal With Sprint | www.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Finally, the shareholders of Clearwire have approved to merge with Sprint’s wireless broadband network.
November 26, 2008
Google – Becoming More Customer Focused
Analysis of: Google Tool Lets Users Edit Search | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Google’s recent actions are a sign that it is becoming more customer focused.  Yes I know it is a strange thing to say but when you think about it you really don’t have a deep understanding as to how your search results got ranked.
November 26, 2008
Tata – Curbing Acquisitions – A Bad Sign?? - Is there an Upside?
Analysis of: Tata units to curb acquisitions | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I have often described Tata as the GE of India.  It is involved in everything in India and around the world.  However, not even global giants are immune to over expansion and the recession.
November 18, 2008
Sprint – Cleaning House By First Asking For Volunteers – Will Not Work
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
Companies in Sprint’s situation will ask for volunteers first.
November 13, 2008
Green – The Color of Money - The New Investment Haven
Analysis of: Everything's Gone Green | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.
November 11, 2008
The FCC’s White Spaces Decision – An Opportunity and a Disaster Waiting To Happen
Analysis of: FCC approves white spaces, creates interference restrictions | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
The FCC’s (Federal Communications Commission’s) recent decision will be hailed by some investor groups as creating new opportunities for the rural markets.  Some telecom professionals will hail this decision as a disaster waiting to happen. Some telecom professionals will hail this decision...
November 10, 2008
Yahoo’s Stock Is Tanking – Hires a Microsoft Executive – You Cannot Make This Stuff Up
Analysis of: Yahoo hires ex-Microsoft exec to run media sites | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
A few months ago, Yahoo was at war with Microsoft.  Now Yahoo is hiring ex-Microsoft executives.  This is too funny.   You cannot make this stuff up.
November 10, 2008
Any Safe Havens in Telecom? What About Facility based CLECs? Part 2
Analysis of: Economists Expect Crisis to Deepen | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
It is getting worse and worse.  However, I need to clarify my position from Part 1.
November 10, 2008
Like I Said – Things Are Getting Worse For Telecom
Analysis of: For Telecoms, Some Signals Of Distress | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
Surviving distress requires cash not Wall Street valuations. There may a new old alternative.
November 7, 2008
Dear Motorola – When Life Hands You Lemons, Make Lemonade
Analysis of: Motorola Posts Loss, Guides Lower (Update) | www.thestreet.com
Author: P.J. Louis, President, PJ Louis LLC
This is not good for Motorola.  A separation of the handset unit would have generated desperately needed cash. However, when life hands you lemons you need to learn to make lemonade.

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