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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
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, 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
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
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.
October 14, 2008
Carriers Missing Rebirth-of-Party-Line Opportunity
Analysis of: Social Networks Go Mobile with Handset Makers | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Social Networks Go Mobile with Handset Makers | www.businessweek.com
Author: GLG Expert Contributor
Wireless carriers have been cashing in on 'social networks' for years, in the form of ad-hoc texting. Failure to convert this behavior by building out more and better social-connection mechanisms have left them open to the Internet social networks driving 'down into mobile.' (See innovative...
October 14, 2008
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Debt, Equity Price Tag, and Poor Access to Capital are the obstacles to finding a buyer to Nextel.
October 14, 2008
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T’s comment about WiMAX is pure posturing. No two wireless technologies are alike.
October 13, 2008Loss of Credit Rating Adds to a Very Risky Situation for Suppliers
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: David Workman, Executive Director, PRO Buying Group
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly
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