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August 18, 2008
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.
August 13, 2008
Sprint – Selling Off Nextel?
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Selling Off Nextel?
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
Analysts have hated talking about selling off Nextel. Most analysts have seen the sale of the Nextel network as a failure on the part of Sprint; however, I don’t. Saving Sprint needs to be viewed from the perspectives of creditors and bond owners.
August 12, 2008
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: P.J. Louis, President, PJ Louis LLC
Equity holders are up in arms. However, the creditors and bond holders were very happy. Raising cash now is paramount.
August 8, 2008
Motorola’s New CEO – Let Us See What He Has to Offer
Analysis of: Motorola Names Jha as Co-CEO | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Motorola’s New CEO – Let Us See What He Has to Offer
Analysis of: Motorola Names Jha as Co-CEO | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
We can speculate as to what will happen to Qualcomm with the loss of Sanjay Jha but I would prefer to focus on Motorola. I am going to ask investors to give Sanjay Jha time to get his feet wet.
August 8, 2008
Sprint – Femtocell Deployment – A Smart way of Managing Capital and Maybe an Alliance with SK Telecom
Analysis of: Sprint begins nationwide femtocell rollout | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Femtocell Deployment – A Smart way of Managing Capital and Maybe an Alliance with SK Telecom
Analysis of: Sprint begins nationwide femtocell rollout | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
My view of femtocells has been focused on how a company like Verizon could leverage the technology with its FiOS business. Sprint’s use of the technology is an interesting way of managing its capital. I would love to tell you that I had thought of it earlier but I did not. It just...
August 7, 2008TV Advertising tops Newspapers, but Internet Leads All Media by 2011
Analysis of: Study: Broadcast Beats Papers for Ad Sales | www.reuters.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
Article summarizes the latest Veronis Suhler Stevenson report which predicts that TV advertising will surpass newspapers in 2008, but in just three years the Internet will be in first place.
August 7, 2008Sirius-XM Demise?
Analysis of: Satellite Radio: Dead Companies Walking | www.lightreading.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
Article suggests there is limited if any future for satellite radio. The FCC's decision to let the companies merge suggests otherwise.
August 6, 2008
AT&T – Going GREEN and M2M – Power, Telepresence, and Information Management
Analysis of: Going Green: AT&T’s broad approach | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T – Going GREEN and M2M – Power, Telepresence, and Information Management
Analysis of: Going Green: AT&T’s broad approach | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Call it good corporate citizenship or call it consumer focused publicity; the result will be the same; AT&T will look good. Even better, AT&T will end up saving money.
August 5, 2008
Broadband Needs Policy Needs Help – Has The Cavalry Arrived?
Analysis of: Alliance promotes U.S. national broadband policy | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Broadband Needs Policy Needs Help – Has The Cavalry Arrived?
Analysis of: Alliance promotes U.S. national broadband policy | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
It has been long overdue. The United States needs more than just empty commitments from carriers to implement broadband systems across every part of the country.
August 5, 2008
Equinix – Network Neutral Data Centers
Analysis of: Equinix 2Q Results: Solid Numbers | seekingalpha.com
Author: P.J. Louis, President, PJ Louis LLC
Equinix – Network Neutral Data Centers
Analysis of: Equinix 2Q Results: Solid Numbers | seekingalpha.com
Author: P.J. Louis, President, PJ Louis LLC
I originally viewed Equinix as a company with a solution in search of a problem. In a day an age when the large carriers prefer doing direct connect to business customers, the Internet and in general enterprise technology has a created an environment where neutral data center are a necessity.
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