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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 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
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
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
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
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.
November 6, 2008
Sprint Hangs onto Nextel – Motorola Gets a Life Preserver
Analysis of: Sprint Will Hold On to Nextel | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint Hangs onto Nextel – Motorola Gets a Life Preserver
Analysis of: Sprint Will Hold On to Nextel | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
The Nextel merger was a total failure. Sprint needed to get rid of Nextel in order to climb out of the hole the entire corporation is in.
However, realism is a trait needed to perform a restructuring properly. In other words, you got to roll with the punches.
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
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 4, 2008
Excellent acquistion by Telenor
Analysis of: Norway's Telenor buys Unitech's telecom firm | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: Norway's Telenor buys Unitech's telecom firm | www.business-standard.com
Author: GLG Expert Contributor
Telenor is extremely experienced in emerging market mobile operations. Telenor's new mobile operation in India only complements their very string Asian footprint.
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
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
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...
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