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September 29, 2008
Yea!! Yahoo Did It – They Actually Drove Their Stock Price Down!!
Analysis of: Yahoo's 5-Year Low Draws Rebound Bets | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I wanted to release this at the beginning of September but I was too busy watching the market crater. But now I can’t hold back my opinion.  In this time of bank bailouts and talks of executive compensation I am frankly stunned investors have forgotten the Microsoft debacle. Oh my gosh, Yahoo...
September 29, 2008
Nortel Muddling Along
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: GLG Expert Contributor
Nortel at its height commanded market valuation of US $398 billion in September 2000. This September the figure plummeted to menacingly low US $ 2.76 billion. The company is on the brink of failure due to unclear path on product portfolio & mergers to attain mega vendor status in past and now, accounting...
Peter Curnow-FordSeptember 24, 2008
Crunch may not impact wireless as many thought
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will...
September 24, 2008
An Open Model Will Promote Wireless
Analysis of: Debating the meaning of open | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
An open model will promote wireless.  Of course that all depends on how “open” is defined.
Carlton O'NealSeptember 24, 2008
The Money is in Vertical Markets
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Carlton O'Neal, Vice President - Business Development, Proximetry, Inc.
WiMAX as a Niche Technology Use of Unlicensed Bands Here, There, and Everywhere Newer Frequencies Bands (4.9, 700MHz, etc.) in General Use Targeted Broadband Bandwidth Do It Yourself
September 24, 2008
Impact of Recession on Wireless Services in the North America
Analysis of: What now for wireless? | www.rcrwireless.com
Author: GLG Expert Contributor
1. Consolidation of service providers & equipment vendors 2. Reduction in use of data services 3. Reduction in sale of high end mobile devices & PDAs
September 24, 2008
The Impact of The Recession on Wireless
Analysis of: What now for wireless? | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
The first thing you learn in restructuring is to accept the situation you are in and focus on moving forward. Since mid-2007, I have been saying we are in a recession.  You don’t need an economics degree to see we are in one.  We are seeing the financial underpinnings of the economy doing...
September 24, 2008
Verizon’s Month-to-Month Plan – A Smart Move in Tough Times
Analysis of: Verizon offers no-contract cell service | sprintconnection.kansascity.com
Author: P.J. Louis, President, PJ Louis LLC
Competition is behind Verizon’s new cell service plan.  However, I believe the company is also taking a bold and smart step towards reaching deeper into that ever growing sector of the economy that lives on cash.
September 22, 2008
Patent Portfolio Investing
Analysis of: Tech Guru Riles the Industry By Seeking Huge Patent Fees | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
For the single shingle business person, the lone inventor, and the infringed inventor – Intellectual Ventures is a way of being made whole. I think the idea is great.
September 22, 2008
Another Auction – A New Opportunity?
Analysis of: FCC Plans New Auction for First-Responder Airwaves | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
After all these years and so many auctions, I am getting weary.   The question now is:  Is there money to be made on a limited focus wireless network?

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