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GLG News by GLG Leaders in the Telcommunications Council

P.J. Louis, President
PJ Louis LLC
Analysis of: Windows 7: A First Look (www.businessweek.com)
All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”
P.J. Louis, President
PJ Louis LLC
Analysis of: Qualcomm: $1B lawsuit is ‘baseless’ (www.rcrwireless.com)
The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Azure: Can Microsoft Meld Windows with the Web? (www.businessweek.com)
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer.  They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features.  In the face...
Analysis of: AT&T the Latest to Jump on the Femto Wagon (www.unstrung.com)
AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cox to Enter Wireless Services in 2009 (www.businessweek.com)
Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: New ad cuts raise worries for Yahoo (www.livemint.com)
Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup (online.wsj.com)
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year.  It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product.  However, there are several pricing strategies...
Analysis of: Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will...
P.J. Louis, President
PJ Louis LLC
Analysis of: Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Can Anything Derail Google's Growth Engine? (www.businessweek.com)
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...

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