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October 27, 2008
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
October 24, 2008
What Verizon, AT&T, and Sprint Need To Do
Analysis of: Debt-Heavy Telecoms Won't Escape the Credit Crunch | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.
October 24, 2008
Tellabs – Cuts Workforce and Development – Why Its Smart
Analysis of: Tellabs cuts investment in access business | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by this development. With carriers cutting back spending it is important that vendors act early to conserve cash.  
October 23, 2008
Will The Alltel Deal Go Through?
Analysis of: Verizon Sticks With Bid to Buy Alltel | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Supposedly parties familiar with the Verizon-Alltel deal say that the contract between Verizon and Alltel is so strict neither party can alter the deal or back out entirely.   Are you serious? What knucklehead signed a contract without a back door?
October 23, 2008
Verizon, other Established Carriers, and Vendors – Facing Tough Times But They Will Survive
Analysis of: Verizon CEO optimistic despite economic crisis | news.cnet.com
Author: P.J. Louis, President, PJ Louis LLC
Large carriers like Verizon will remain largely unscathed.  Small independent carriers will not be so lucky. Telecom vendors who are cash poor will not survive the recession either not well or not at all.
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.  
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.

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