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GLG News by IPTV Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: 3GPP Pins Down LTE Specs (www.unstrung.com)
In the last 20 years every time there has been a recession or economic downturn there have been accelerated efforts to get standards written and approved.
P.J. Louis, President
PJ Louis LLC
Analysis of: Occam Optical Gear Is USDA RUS-Approved (www.xchangemag.com)
As we all know the Obama Administration will be focused on a large number of important national issues; one of those issues will be the economy. OCCAM has stumbled onto something a number of telecom experts have been promoting and most of the investment community has either ignored or is unaware...
P.J. Louis, President
PJ Louis LLC
Analysis of: Waxman, Dingell To Share Telecom Oversight (www.broadcastingcable.com)
If you are expecting any criticism on my part, you can forget it.  I am not taking sides on this matter.  Both men have been on the right side of issues before.
P.J. Louis, President
PJ Louis LLC
Analysis of: Judge clears Hawaiian Telcom to spend $75M to continue operations (www.honoluluadvertiser.com)
What are the plans of the creditors and investors for Hawaiian Telcom? This could be a text book case of financial restructuring versus operational restructuring.
P.J. Louis, President
PJ Louis LLC
Analysis of: Dell takes business laptops to new latitudes (www.itweb.co.za)
Most analysts quickly launch into company reviews immediately after the introduction of a new product line or improved product line.  I decided to wait. The re-engineered Latitude was positioned as the savior of Dell.  But was it?
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint eyes cost cuts, no new debt (www.reuters.com)
In a wide and deep recession you look for infrastructure businesses to invest in.  Why?   The answer is they are bread and butter businesses.
P.J. Louis, President
PJ Louis LLC
Analysis of: InterDigital / Samsung Licensing Arrangement (www.informationweek.com)
This is no surprise to anyone who has worked with or against InterDigital.
Samuel Greenholtz, Principal
Analysis of: 40G Reaches a Tipping Point (www.xchangemag.com)
1.      The source article is correct in pointing out that Nokia Siemens Networks (NSN) is number one in deployed 40G ports. 2.      It is very possible that AT&T is driving the bulk of this activity. 3.      While...
P.J. Louis, President
PJ Louis LLC
Analysis of: Fitch: Poor Economy May Boost Pace Of Switch To Wireless (money.cnn.com)
It is going to get worse before it gets better.  However, telecom carriers are a safer bet for a recession than a retail electronic store but they are not immune to the effects of a recession.
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon aims for LTE deployment in 2009 (www.networkworld.com)
Deploying early; means what?  One system? Two systems?  A small commercial trial system in one city?  A small isolated commercial trial system with a handful of key corporate customers? How about deploying LTE is a handful of cities across the nation but the total network capacity...

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