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GLG News by Outdoor Advertising Experts (North America)

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.
P.J. Louis, President
PJ Louis LLC
Analysis of: AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T’s comment about WiMAX is pure posturing.  No two wireless technologies are alike.  
P.J. Louis, President
PJ Louis LLC
Analysis of: Telephony Announced 2008 Innovation Awards (telephonyonline.com)
Despite the gloom and doom of the marketplace, there are bright moments.   If you notice, each one of the winners is practical and viable.
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...

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