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GLG News by Outdoor Advertising Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon, AT&T wins $1B gov't agency network deal (www.cellular-news.com)
The contract award is important for Verizon, AT&T, and the telecom industry. As important as homeland security is, the provisioning of telecom services needs to be profitable for business.
P.J. Louis, President
PJ Louis LLC
Analysis of: More disturbing numbers for telcos (telephonyonline.com)
To the cautious investor I say: Read the reports and ask questions.  The data may not be telling you everything.
P.J. Louis, President
PJ Louis LLC
Analysis of: Embarq to End Wireless Resale Deal With Sprint (online.wsj.com)
When you are restructuring a company you goal is to be realistic, upbeat, and tough.  As bad as it looks, Embarq’s departure needs to be viewed as an opportunity for Embarq and for Sprint as well.
P.J. Louis, President
PJ Louis LLC
Analysis of: Cable Plays Clearwire Card (www.lightreading.com)
Short of buying their own spectrum, Comcast, Time Warner Cable, and Bright House Networks have no choice but to join the Sprint initiative. If the cable companies believe in the triple play, than the new Clearwire is a lifesaver because without it they won’t have the quadruple play. The partnership...
P.J. Louis, President
PJ Louis LLC
Analysis of: Yahoo Responds to Icahn (online.wsj.com)
Usually in a proxy fight, there is public jockeying.  However, this letter from Yahoo to Carl Icahn sure showed Icahn either Roy Bostock and Jerry Yang have got a lot of brass or are just plain arrogant.
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint: CDMA Direct Connect ramps up (telephonyonline.com)
QChat is good news for Dan Hesee and Sprint.  This is a positive and consumer visible first step towards disconnecting the Sprint network from the Nextel network. A potential buyer for Nextel is Morgan O’Brien.  
P.J. Louis, President
PJ Louis LLC
Analysis of: Craigslist sues eBay, alleges corporate spy plan (uk.reuters.com)
I am not even going to bother opining on the merits of the case.  There are plenty of companies over the years that have been involved in similar circumstances. However, this case is getting so much attention that whatever trade secrets they were trying to keep are now going to be publicly known....
P.J. Louis, President
PJ Louis LLC
Analysis of: Icahn Pushing Yahoo Back to Microsoft (online.wsj.com)
As I have said in past analyses, Carl Icahn is a tough fighter.  If he succeeds in replacing Yahoo’s board, we will likely be seeing Jerry Yang waving bye bye as well. This is what happens when you get greedy; you get your clock cleaned in public.
P.J. Louis, President
PJ Louis LLC
Analysis of: EarthLink to pull the plug on Wi-Fi in Philadelphia (www.latimes.com)
Earthlink underpriced its services and oversold the company’s capabilities.  EarthLink had low balled the cost of the various municipal Wi-Fi deployments in order to get the contracts.   The fact is the success of a technology is often dependent on whether it was deployed in a manner that...
P.J. Louis, President
PJ Louis LLC
Analysis of: Fiber-Focused Broadband Plan Drives SureWest Growth (www.xchangemag.com)
As I have said in past analyses; Contiguous Rural Broadband Networks – The Key To Attracting Rural Investment Dollars and Rural Broadband – A Need for Alternative Technologies and a Business Model – Part 2, the rural sector is a good place to invest in.

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