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August 18, 2008
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
All stock holders need to calm down. Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.
August 18, 2008
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.
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, 2008California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
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 12, 2008New Oriental and China's For-Profit Education Space
Analysis of: China's Little Dragons | www.forbes.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
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, 2008
Sony/BMG Split is a victory for vertical integration, and a sign of diversifying business opportunities
Analysis of: Sony to buy Bertelsmann's Sony BMG stake for $900M | ap.google.com
Author: GLG Expert Contributor
Analysis of: Sony to buy Bertelsmann's Sony BMG stake for $900M | ap.google.com
Author: GLG Expert Contributor
The recorded music industry is transitioning from a single product model (music retail) to a diversified service model (licensing, broadcasting, marketing, on-demand services). Bertelsmann sold its stake because it's a traditional, horizontally-integrated media company. Sony bought it because it's a...
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