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October 3, 2008
2008 Telephony Innovation Awards - One View
Analysis of: Telephony Announced 2008 Innovation Awards | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Despite the gloom and doom of the marketplace, there are bright moments.   If you notice, each one of the winners is practical and viable.
October 3, 2008
Potential Suitors for Nortel’s Metro Ethernet Business
Analysis of: Huawei Seen as Likely Nortel Suitor | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Up until the latest economic scare, it looked as if Nortel may have found some suitors for the Metro Ethernet business.  
October 3, 2008
Sprint – WiMAX Timeline - What To Look For
Analysis of: A Xohm Timeline | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
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
October 3, 2008
AT&T – Great Idea – Fiscal Smartness – Operational Efficiency
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
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.
October 3, 2008
The LTE v. WiMAX Debate Still Rages – Does It Matter Now?
Analysis of: LTE or WiMAX? Regional carriers, MVNOs mull next-gen plans | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
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.
October 3, 2008
Leap and Metro PCS – Make Nice – That is Nice
Analysis of: Leap, MetroPCS make nice | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Making nice might be necessary to survive the recession.
October 3, 2008
Nokia – Loses Out to Samsung – But There is a Silver Lining
Analysis of: NSN loses Dallas Xohm contract to Samsung | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Don’t read too much into Nokia’s loss to Samsung. Samsung was the first if not one of the first to deploy WiMAX.
October 3, 2008
What Should Tech Investors Do Now? Stay Conservative or Risk It All?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
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...
October 1, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: P.J. Louis, President, PJ Louis LLC
I don’t mind kicking a company that is ignoring its shareholders, but Nortel has had its share of trouble and when you think about all of the trouble its had; you got to give the company a break some time.
September 30, 2008
Ellison’s Rant – There is a Point to be Made Here!!
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
One of the things you learn if you can last long enough is that words and terms are used to classify, categorize, and box ideas. The reason this is done is so that those who are typically not in the business/sector/scientific endeavor/or whatever you want to call it can get their minds and arms around...

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