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GLG News by IPTV Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: Everything's Gone Green (www.lightreading.com)
Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.
Samuel Greenholtz, Principal
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services (eldotelecom.blogspot.com)
1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.     ...
Samuel Greenholtz, Principal
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter (www.marketwatch.com)
1.      Originally, Verizon was intending to slow down on FiOS around the 18- million point. 2.      However, given the level of success the carrier has achieved, its apparent intention is to push out even further.   3.     Indications...
Samuel Greenholtz, Principal
Analysis of: Ciena Gets Lift From Takeover Rumors (blogs.barrons.com)
1.      By a process of elimination, Ericsson would be the most likely vendor to buy Ciena. 2.      Ericsson has lots of cash and it wants to make further inroads into the US optical market.   3.      Historically,...
P.J. Louis, President
PJ Louis LLC
Analysis of: FCC approves white spaces, creates interference restrictions (www.fiercewireless.com)
The FCC’s (Federal Communications Commission’s) recent decision will be hailed by some investor groups as creating new opportunities for the rural markets.  Some telecom professionals will hail this decision as a disaster waiting to happen. Some telecom professionals will hail this decision...
P.J. Louis, President
PJ Louis LLC
Analysis of: Yahoo hires ex-Microsoft exec to run media sites (www.businessweek.com)
A few months ago, Yahoo was at war with Microsoft.  Now Yahoo is hiring ex-Microsoft executives.  This is too funny.   You cannot make this stuff up.
P.J. Louis, President
PJ Louis LLC
Analysis of: Economists Expect Crisis to Deepen (online.wsj.com)
It is getting worse and worse.  However, I need to clarify my position from Part 1.
P.J. Louis, President
PJ Louis LLC
Analysis of: For Telecoms, Some Signals Of Distress (www.washingtonpost.com)
Surviving distress requires cash not Wall Street valuations. There may a new old alternative.
P.J. Louis, President
PJ Louis LLC
Analysis of: Motorola Posts Loss, Guides Lower (Update) (www.thestreet.com)
This is not good for Motorola.  A separation of the handset unit would have generated desperately needed cash. However, when life hands you lemons you need to learn to make lemonade.
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint Will Hold On to Nextel (online.wsj.com)
The Nextel merger was a total failure.  Sprint needed to get rid of Nextel in order to climb out of the hole the entire corporation is in. However, realism is a trait needed to perform a restructuring properly.  In other words, you got to roll with the punches.

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