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GLG News by IPTV Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: Huawei Seen as Likely Nortel Suitor (www.lightreading.com)
Up until the latest economic scare, it looked as if Nortel may have found some suitors for the Metro Ethernet business.  
P.J. Louis, President
PJ Louis LLC
Analysis of: A Xohm Timeline (www.unstrung.com)
The timeline is a good indicator of the struggle to get WiMAX off the ground.  Hopefully, Sprint will find a buyer for its Nextel business and then they can plow the cash into WiMAX
P.J. Louis, President
PJ Louis LLC
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role (online.wsj.com)
I congratulate Ralph de la Vega.  It is not exactly what I had suggested in my article; “AT&T Spending Money On Wireless – I Have Another Suggestion”, but its close enough.
P.J. Louis, President
PJ Louis LLC
Analysis of: LTE or WiMAX? Regional carriers, MVNOs mull next-gen plans (www.rcrwireless.com)
Given the current economy is the debate of LTE versus WiMAX even relevant?   I think the answer is yes.  The 4G technology decision is relevant to all carriers.
P.J. Louis, President
PJ Louis LLC
Analysis of: Leap, MetroPCS make nice (telephonyonline.com)
Making nice might be necessary to survive the recession.
P.J. Louis, President
PJ Louis LLC
Analysis of: NSN loses Dallas Xohm contract to Samsung (telephonyonline.com)
Don’t read too much into Nokia’s loss to Samsung. Samsung was the first if not one of the first to deploy WiMAX.
P.J. Louis, President
PJ Louis LLC
Analysis of: What Should Investors Do Now? (online.wsj.com)
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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Deconstructing Nortel, a former icon (www.canada.com)
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.
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
Analysis of: Gap Widens in Online Advertising (online.wsj.com)
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,...
P.J. Louis, President
PJ Louis LLC
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant (blogs.wsj.com)
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...

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