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September 22, 2008
Android Has Arrived – A Plus for HTC
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
It is about time.  The world has been waiting for months to see a mobile phone powered by Google’s Android platform. The price point of $199 is not bad at all.  It is definitely better than Apple’s initial $600 price tag.
September 22, 2008
Sprint - Location-Based Services – A Key Service – A Suggestion to Dan Hesse
Analysis of: Sprint details Xohm location-based services plans, partners | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
I have stated many times that location based technology and services are critical for the future of wireless.
September 19, 2008
Nortel – Sheds Ethernet Business – Does the Right Thing
Analysis of: Nortel to abandon carrier Ethernet, optical | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Nortel’s actions are not reactive.  Nortel’s actions are correct for long term health.
September 18, 2008
Nortel Takes Aggressive Action – The Recession Impacts Telecom
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised.  We are in a recession.   The telecom carriers have begun rethinking their cap ex programs. Carriers have weasel worded their actions by saying things like: “Spending smarter”, “Spending less in some areas and spending more in other areas”, “We are optimizing...
September 18, 2008
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
The iPhone has troubles.  Frankly, it is not a surprise.  Further, the iPhone is not alone.
September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  
September 15, 2008
Nielsen Metrics Notoriously Skewed - Don't Put Too Much Weight On Findings
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
- Nielsen comes out with a new study - telling us everything we already know, and analysts rush to measure the industry-changing impact. The knee-jerk reaction is that the advertising industry will adjust spending from "mainstream" markets to ethnically-diverse outlets; however, Entertainment companies...
September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
September 10, 2008
Of Course, Smart Phone Sales Are Slowing
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.
September 10, 2008
Alcatel-Lucent: Changes Continue with Christy Leaving
Analysis of: Cindy Christy leaves Alcatel-Lucent | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.

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