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September 18, 2008
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
The iPhone has troubles.  Frankly, it is not a surprise.  Further, the iPhone is not alone.
September 17, 2008
Challenging Time for VoIP Market
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...
September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  
September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
September 12, 2008
Messaging, One of the Most Profitable Services for Mobile Carriers
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Text messaging (also known as Short Messaging Service, SMS) is one of the highest margin services for the carriers. The end-to-end cost of a delivering a SMS message for a carrier is less than $0.02 a message while they charge more than $0.10 a message. With the SMS volume doubling year over...
September 10, 2008
Of Course, Smart Phone Sales Are Slowing
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.
September 10, 2008
Alcatel-Lucent: Changes Continue with Christy Leaving
Analysis of: Cindy Christy leaves Alcatel-Lucent | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.
September 9, 2008
The Secondary Spectrum Market – An Opportunity for the Underserved Markets?
Analysis of: Company to Create Airwaves Exchange | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Well this may work.  However, it is all dependent on the cooperation of the carriers.  Then again there is the question of spectrum speculation.
September 8, 2008
Liberty Media Will Spin Off Entertainment Group – Risk Mitigation
Analysis of: Liberty Media Will Spin Off Entertainment Group | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Liberty Media is a bit more than a tracking stock.  The company is a content owner and creator.  In other words, Liberty Media is a content company. Spinning off the entertainment business is a natural next step.
September 8, 2008
Mobile Banking – Improves Access and Convenience
Analysis of: How mobile banking is fueled by emerging markets | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
The Mobile Wallet (M-Wallet) is being embraced by the populace.  Mobile banking is a long time coming. As I said in a past analysis entitled; “The Cell Phone – The Mobile Wallet Has Arrived”, we are looking at a new way for businesses of doing business with consumers.  We are seeing the elimination...

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