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September 9, 2008
The Secondary Spectrum Market – An Opportunity for the Underserved Markets?
Analysis of: Company to Create Airwaves Exchange | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Well this may work.  However, it is all dependent on the cooperation of the carriers.  Then again there is the question of spectrum speculation.
September 8, 2008
Liberty Media Will Spin Off Entertainment Group – Risk Mitigation
Analysis of: Liberty Media Will Spin Off Entertainment Group | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Liberty Media is a bit more than a tracking stock.  The company is a content owner and creator.  In other words, Liberty Media is a content company. Spinning off the entertainment business is a natural next step.
September 8, 2008
Mobile Banking – Improves Access and Convenience
Analysis of: How mobile banking is fueled by emerging markets | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
The Mobile Wallet (M-Wallet) is being embraced by the populace.  Mobile banking is a long time coming. As I said in a past analysis entitled; “The Cell Phone – The Mobile Wallet Has Arrived”, we are looking at a new way for businesses of doing business with consumers.  We are seeing the elimination...
September 5, 2008
Online Advertising – Money Appears On The Horizon – Coming Fast
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Despite the economic recession, the Internet continues to benefit from the “sea change” in the telecom space.
September 5, 2008
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Pat Russo and Serge Tchuruk have gone.  I wish them well.  Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent.   Healing is a bad word to describe what Verwaayen and Camus need to do,
August 18, 2008
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
All stock holders need to calm down.  Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.
August 18, 2008
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.  
August 18, 2008
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.
August 13, 2008
Sprint – Selling Off Nextel?
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
Analysts have hated talking about selling off Nextel. Most analysts have seen the sale of the Nextel network as a failure on the part of Sprint; however, I don’t. Saving Sprint needs to be viewed from the perspectives of creditors and bond owners.
August 12, 2008
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: P.J. Louis, President, PJ Louis LLC
Equity holders are up in arms. However, the creditors and bond holders were very happy. Raising cash now is paramount.

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