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P.J. Louis, President
PJ Louis LLC
Analysis of: Chairman Tchuruk, CEO Russo To Step Down From Alcatel-Lucent (online.wsj.com)
It was time for Pat Russo to leave.  I have been one of her biggest supporters but I have also been a very vocal proponent for her departure. I have nothing but the utmost respect for Russo.  I suggest she take a year off and in 2010 jump back into the fray.
P.J. Louis, President
PJ Louis LLC
Analysis of: Former Google engineers launch new search engine (www.bizjournals.com)
Well it was bound to happen.  Google was proclaimed the next Yahoo. Now Cuil is the next Google.
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint to Sell Cellphone Towers, Use Money to Pay Down Debt (online.wsj.com)
Sprint and Dan Hesse are doing the right thing.  Generate cash without giving away the core business.
P.J. Louis, President
PJ Louis LLC
Analysis of: Tellabs seeks ‘pockets of optimism’ overseas (telephonyonline.com)
What do you do when your market shows signs of drying up? The answer is; go elsewhere to peddle your wares.
P.J. Louis, President
PJ Louis LLC
Analysis of: LG Delivers Higher Net, Warning (online.wsj.com)
LG’s story is just the tip of the iceberg.  Expect every carrier to issue earnings warnings over the next quarter.
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon gets NYC approval to rollout FiOS (www.onetrak.com)
How do you capture the value of FiOS?  You  combine content, voice, and Internet access.  However, Verizon needs to consider taking FiOS even further.
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon to give discounts for landline-less bundles (www.usatoday.com)
The emerging trend I am referring to involves more than Verizon.   Carriers are emerging as full service provider of retail, commercial, financial, information, and telecom services. Carriers are emerging as entertainment distribution outlets. Recently, Verizon announced its intent to show made-for-mobile...
P.J. Louis, President
PJ Louis LLC
Analysis of: Customer Experience Management: Still a Long Way to Go (www.billingworld.com)
Customer experience is not customer care/service.  Customer experience refers to the customer’s personal experience with a service or product. Customer care/service refers o the carrier’s process of taking care of the customer. Customer experience is the sum total of a customer’s conscious interaction...
P.J. Louis, President
PJ Louis LLC
Analysis of: Yahoo, Icahn Settle Proxy Battle In Wake of Rejected Microsoft Offer (online.wsj.com)
Let’s do the math.  As I write this analysis, Yahoo shares are at $21.67 per share.   Microsoft offered $33 per share when Yahoo shares were around the $20 per share range; that is also about the time Yahoo was insulted by the low offer.  By the end of the day (when the offer was first...
P.J. Louis, President
PJ Louis LLC
Analysis of: SK Telecom says no plan to buy Sprint Nextel (www.washingtonpost.com)
SK buying Sprint could actually work; if the world was perfect. However, Sprint shareholders should not hold their breath waiting for a deal. There is a better alternative for SK and Sprint.

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