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October 21, 2008
Verizon and being GREEN – The New Investment Haven For Telecom/Tech Investors
Analysis of: Green Telecom Part VI: Verizon a telecom leader | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Green is not just about burning cleaner fuels in our cars or alternative energy.  It is also about operating equipment more effectively in a manner that requires less energy and release less waste.  
Samuel GreenholtzOctober 21, 2008
Mixed Bag for Telecom Companies in Market Crisis
Analysis of: Verizon CEO optimistic despite economic crisis | www.technologypublic.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The biggest problem right now in telecom is access to money. 2.      Small companies will be feeling the pressure the most because they all need further investment. 3.      With potential investment opportunities for...
October 20, 2008
Qualcomm Wins One in Court – Intellectual Property Wars Continue
Analysis of: Court Lifts Import Ban on Qualcomm Chips | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Just when you thought it was safe to jump back into the intellectual property waters.
October 17, 2008
Nokia – The Acid Test of How Healthy The Telecom Environment Is
Analysis of: Nokia as Rorschach card: Investors reward results, then resume gloom | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Like Ericsson was 10 years ago, Nokia is today – the indicator of industry health.
October 17, 2008
The new Clearwire’s staff appointments – Look Solid
Analysis of: Clearwire Says Shareholder Vote Will Happen In Mid-November; Wants FCC To Approve Transaction Soon | www.moconews.net
Author: P.J. Louis, President, PJ Louis LLC
I am still not quite sure how Sprint and the new Clearwire will coordinate and be able to generate revenue as independent entities. But this looks like good news.
October 17, 2008
Economists Expect Crisis To Deepen – Any Safe Havens in Telecom?
Analysis of: Economists Expect Crisis to Deepen | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
My only concern is the investor. There are certain telecom sectors that will ride out the storm better than others.
Samuel GreenholtzOctober 16, 2008
Level 3 is Crazy About 100G
Analysis of: OIF's Newest Piece of 100G Puzzle: Forward Error Correction | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which...
Samuel GreenholtzOctober 16, 2008
Long-Term Market Potential for 100G Much Bigger than 40G
Analysis of: Verizon's Wellbrock: 100G Is Needed | lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the...
October 16, 2008
Sprint Switches on WiMAX - Baltimore
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
In word:  Great!!
October 16, 2008
The Power of Innovation During a Recession
Analysis of: Telephony Live: Bell Labs president outlines future of innovation | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.

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