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October 3, 2008
What Should Tech Investors Do Now? Stay Conservative or Risk It All?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
First I agree with everything that Jason Zweig has stated.   In my opinion equity investors and investment bankers hate speaking to restructuring professionals.  Equity investors love certainty.  Investment bankers are looking for a transaction fee. Restructuring professionals live...
Cathy StaufferOctober 2, 2008
Knowledge Lead to Confidence, and Confidence Leads to Buying
Analysis of: Multchannel Consumers Favor Online-To-Store Shopping Experience | www.directmag.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Study after study has proven that shoppers who browse, search and research online first and then buy in-store, spend more and return less.   The fact that 75% of multi-channel consumers prefer to move from clicks to bricks when shopping, while 7% reverse the direction is VERY good news for retailers,...
October 1, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: P.J. Louis, President, PJ Louis LLC
I don’t mind kicking a company that is ignoring its shareholders, but Nortel has had its share of trouble and when you think about all of the trouble its had; you got to give the company a break some time.
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008           2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
Cathy StaufferSeptember 30, 2008
Circuit City's (new) Management Has A (new) Plan But It's Dependent On Others For It To Work.
Analysis of: Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
In addition to loosing hundreds of millions of dollars and significant market share, letting things get so bad for so long has resulted in CC loosing control - now it's largely up to others if CC will survive.  1. Vendors - at this point vendors are on top – without vendor support there...
September 30, 2008
Ellison’s Rant – There is a Point to be Made Here!!
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
One of the things you learn if you can last long enough is that words and terms are used to classify, categorize, and box ideas. The reason this is done is so that those who are typically not in the business/sector/scientific endeavor/or whatever you want to call it can get their minds and arms around...
September 29, 2008
Good News about Economy Crisis of the Century
Analysis of: Will future historians write about the Great Depression of the 2000s as they did about the one in the 1930s? | www.iht.com
Author: GLG Expert Contributor
Actual financial shock of the Wall Street will initially have bigger impact on Asia and Europe then on US itself, but on the long run it might set back the US economy to stagnation that could last 10-15 years. Nevertheless, there's still a place for good news...
September 29, 2008
Nortel – Making The Right Moves – Showing Fiscal Responsibility
Analysis of: Nortel’s great downsizing: a sign of the new telecom economy? | www.telecommagazine.com
Author: P.J. Louis, President, PJ Louis LLC
Restructuring is about understanding your circumstance and taking appropriate reaction.  Restructuring is not for the dreamer it is for the realist.  
September 29, 2008
The Wireless Industry Will Feel The Impact if Things Get Worse – AND THEY WILL
Analysis of: Wireless riding out financial meltdown | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Let’s make sure we understand what Verizon is saying.  Verizon is saying the financial-services industry doesn't contribute a significant amount of revenue to the Verizon revenue stream. How is that good news? Consider investing for long term gains.
September 29, 2008
Ciena – Spot On
Analysis of: In the Spotlight: Ciena CEO Gary Smith | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Recession or not, the Internet over time will continue to grow and grow and grow.   Hardware is always going to be needed.  However, the intelligence in networks is no longer hardwired.  It is all in the software.

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