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GLG News by IPTV Experts

Samuel Greenholtz, Principal
Analysis of: AT&T's Troubling Trends (www.businessweek.com)
1.      If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term. 2.      The problems range from 3G upgrades to backhaul requirements. 3.     ...
P.J. Louis, President
PJ Louis LLC
Analysis of: Viacom Sees a Concession in Google Settlement (bits.blogs.nytimes.com)
Legal settlements are never clear cut victories because both sides are able to claim victory.
Analysis of: Google Settles with Authors (www.businessweek.com)
Google has potentally created another new industry around books that were mostly only gathering dust. A cornucopia of information is being made available, and it's only small change for Google.
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...
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.
P.J. Louis, President
PJ Louis LLC
Analysis of: Polycom ups telepresence ante (telephonyonline.com)
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
Samuel Greenholtz, Principal
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter (www.xchangemag.com)
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
P.J. Louis, President
PJ Louis LLC
Analysis of: Debt-Heavy Telecoms Won't Escape the Credit Crunch (www.businessweek.com)
The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.
P.J. Louis, President
PJ Louis LLC
Analysis of: Tellabs cuts investment in access business (telephonyonline.com)
No one should be surprised by this development. With carriers cutting back spending it is important that vendors act early to conserve cash.  

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