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GLG News by Mobile Phone Handset Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: Court Lifts Import Ban on Qualcomm Chips (online.wsj.com)
Just when you thought it was safe to jump back into the intellectual property waters.
P.J. Louis, President
PJ Louis LLC
Analysis of: Nokia as Rorschach card: Investors reward results, then resume gloom (www.rcrwireless.com)
Like Ericsson was 10 years ago, Nokia is today – the indicator of industry health.
Tal Raeside, Managing Director
Insight Strategic Services
October 17, 2008
MOT is Still Alive
Analysis of: Motorola introduces touchscreen phone (tech.yahoo.com)
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
P.J. Louis, President
PJ Louis LLC
Analysis of: Clearwire Says Shareholder Vote Will Happen In Mid-November; Wants FCC To Approve Transaction Soon (www.moconews.net)
I am still not quite sure how Sprint and the new Clearwire will coordinate and be able to generate revenue as independent entities. But this looks like good news.
P.J. Louis, President
PJ Louis LLC
Analysis of: Economists Expect Crisis to Deepen (online.wsj.com)
My only concern is the investor. There are certain telecom sectors that will ride out the storm better than others.
Tal Raeside, Managing Director
Insight Strategic Services
October 16, 2008
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
P.J. Louis, President
PJ Louis LLC
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore (online.wsj.com)
In word:  Great!!
P.J. Louis, President
PJ Louis LLC
Analysis of: Telephony Live: Bell Labs president outlines future of innovation (telephonyonline.com)
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices...
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain (online.wsj.com)
Debt, Equity Price Tag, and Poor Access to Capital are the obstacles to finding a buyer to Nextel.

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