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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.
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...
October 1, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: P.J. Louis, President, PJ Louis LLC
I don’t mind kicking a company that is ignoring its shareholders, but Nortel has had its share of trouble and when you think about all of the trouble its had; you got to give the company a break some time.
September 30, 2008
Ellison’s Rant – There is a Point to be Made Here!!
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
One of the things you learn if you can last long enough is that words and terms are used to classify, categorize, and box ideas. The reason this is done is so that those who are typically not in the business/sector/scientific endeavor/or whatever you want to call it can get their minds and arms around...
September 29, 2008
Substantial Gains for New 2G Licensees. Whose Midas Touch For Whom
Analysis of: It's a windfall for new telecom operators | www.business-standard.com
Author: GLG Expert Contributor
Beginning of 2008, some companies with no telecom experience pay $400 million and get pan India 2G licenses with spectrum. Next 3G licensing terms are formulated such as to compel foreign Telcos to tie up with 2G license holders to enter high growth Indian market. The valuations of these companies shoot...
September 29, 2008
Nortel – Making The Right Moves – Showing Fiscal Responsibility
Analysis of: Nortel’s great downsizing: a sign of the new telecom economy? | www.telecommagazine.com
Author: P.J. Louis, President, PJ Louis LLC
Restructuring is about understanding your circumstance and taking appropriate reaction.  Restructuring is not for the dreamer it is for the realist.  
September 29, 2008
The Wireless Industry Will Feel The Impact if Things Get Worse – AND THEY WILL
Analysis of: Wireless riding out financial meltdown | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Let’s make sure we understand what Verizon is saying.  Verizon is saying the financial-services industry doesn't contribute a significant amount of revenue to the Verizon revenue stream. How is that good news? Consider investing for long term gains.
September 29, 2008
Ciena – Spot On
Analysis of: In the Spotlight: Ciena CEO Gary Smith | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Recession or not, the Internet over time will continue to grow and grow and grow.   Hardware is always going to be needed.  However, the intelligence in networks is no longer hardwired.  It is all in the software.
September 29, 2008
Life May Take Visa But Google is Giving Life To Mobile Commerce
Analysis of: Visa Teams With Google for Mobile Play Using Android | adage.com
Author: P.J. Louis, President, PJ Louis LLC
I have been talking about mobile commerce and its implications for over a year. See past opinions/analyses entitled: -    "Mobile Banking – Improves Access and Convenience" -    “The Cell Phone – The Mobile Wallet Has Arrived” -    “Mobile...

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