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September 22, 2008
Android Has Arrived – A Plus for HTC
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
It is about time.  The world has been waiting for months to see a mobile phone powered by Google’s Android platform. The price point of $199 is not bad at all.  It is definitely better than Apple’s initial $600 price tag.
September 22, 2008
Sprint - Location-Based Services – A Key Service – A Suggestion to Dan Hesse
Analysis of: Sprint details Xohm location-based services plans, partners | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
I have stated many times that location based technology and services are critical for the future of wireless.
Joseph UptonSeptember 22, 2008
Sprint/Clearwire WiMax Update and Sprint Service Improvement
Analysis of: Sprint CEO: New Tech Helping Our Turnaround | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Dan Hesse, CEO of Sprint is focusing on the customer service and new wireless product aspects to help turn his failing business around.  He is also moving forward with a joint WiMax venture with Clearwire, supported by financing from Comcast, Time Warner, Brighthouse, Intel, and Google. ...
Joseph UptonSeptember 22, 2008
AT&T and HD TV: A Marriage Improving?
Analysis of: AT&T Hopes To Squeeze More HD Into U-verse | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT needs to offer as close a package/service bundle as they can to their CATV competitors' offerings.  HD is a major service product and has much interest from TV/Video customers, and up until now, ATT can only offer 2 HD streams to the home simultaneously feeding two different HD TV sets.  The...
Joseph UptonSeptember 19, 2008
Qwest Backing Away From Video Over IP
Analysis of: Qwest CEO Says Broadband The Focus, But Battle Not Over for Voice | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
This article refers to Qwest moving away from video over internet protocol in several cities where they have it in play now, instead opting to use DirecTV to provide video and lock down customers away from cable.  ATT, however, is building the same video IP platform and appears to be sticking...
Peter Curnow-FordSeptember 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited...
September 19, 2008
Nortel – Sheds Ethernet Business – Does the Right Thing
Analysis of: Nortel to abandon carrier Ethernet, optical | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Nortel’s actions are not reactive.  Nortel’s actions are correct for long term health.
September 18, 2008
Nortel in Dire Need of Cash
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: GLG Expert Contributor
Restructuring its Optical Business Unit and stopping development of LTE is a major indication that Nortel is in dire need of cash, in this depressed valuation time. New management must streamline the operation and bring focus to the areas where Nortel can effectively compete.
September 18, 2008
Nortel Takes Aggressive Action – The Recession Impacts Telecom
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised.  We are in a recession.   The telecom carriers have begun rethinking their cap ex programs. Carriers have weasel worded their actions by saying things like: “Spending smarter”, “Spending less in some areas and spending more in other areas”, “We are optimizing...
September 18, 2008
What Next for Nortel & Motorola?
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: GLG Expert Contributor
Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?

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