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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
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 21, 2008Mixed 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
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
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
Semiconductor firms Power Integrations, IR, Vishay will benefit in push for low stand by power in gadget
Analysis of: Gadgets use a lot of power,but there tips to save on energy costs | www.siliconvalley.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
Semiconductor firms Power Integrations, IR, Vishay will benefit in push for low stand by power in gadget
Analysis of: Gadgets use a lot of power,but there tips to save on energy costs | www.siliconvalley.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power. These devices use power even if the off state.
2.These small stand by power supply's are also known in the industry as flea supply's typically use...
October 17, 2008
Is Nortel MEN Business Unit the answer?
Analysis of: Huawei Retreat Sets Back China Tech Plans | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Huawei Retreat Sets Back China Tech Plans | www.businessweek.com
Author: GLG Expert Contributor
With Huawei's inability to successfully penetrate the US market, it may use the fire sale of Nortel's assets to get substantial footprint in the US market, as long as the regulators in Washington and Ottawa allow the deal to go through. Also, given the economic condition and down turn in capital expenditures...
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
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
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.
October 16, 2008Level 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
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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...
October 16, 2008Long-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
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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...
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