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August 8, 2008
Motorola’s New CEO – Let Us See What He Has to Offer
Analysis of: Motorola Names Jha as Co-CEO | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
We can speculate as to what will happen to Qualcomm with the loss of Sanjay Jha but I would prefer to focus on Motorola. I am going to ask investors to give Sanjay Jha time to get his feet wet.
August 8, 2008
Sprint – Femtocell Deployment – A Smart way of Managing Capital and Maybe an Alliance with SK Telecom
Analysis of: Sprint begins nationwide femtocell rollout | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
My view of femtocells has been focused on how a company like Verizon could leverage the technology with its FiOS business.  Sprint’s use of the technology is an interesting way of managing its capital.  I would love to tell you that I had thought of it earlier but I did not.  It just...
August 6, 2008
AT&T – Going GREEN and M2M – Power, Telepresence, and Information Management
Analysis of: Going Green: AT&T’s broad approach | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Call it good corporate citizenship or call it consumer focused publicity; the result will be the same; AT&T will look good. Even better, AT&T will end up saving money.  
August 5, 2008
Broadband Needs Policy Needs Help – Has The Cavalry Arrived?
Analysis of: Alliance promotes U.S. national broadband policy | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
It has been long overdue.  The United States needs more than just empty commitments from carriers to implement broadband systems across every part of the country.
August 5, 2008
Equinix – Network Neutral Data Centers
Analysis of: Equinix 2Q Results: Solid Numbers | seekingalpha.com
Author: P.J. Louis, President, PJ Louis LLC
I originally viewed Equinix as a company with a solution in search of a problem.  In a day an age when the large carriers prefer doing direct connect to business customers, the Internet and in general enterprise technology has a created an environment where neutral data center are a necessity.
August 5, 2008
CenturyTel – Fighting the Good Fight
Analysis of: CenturyTel sees revenue rise, voice lines and DSL growth fall in Q2 | onetrak.com
Author: P.J. Louis, President, PJ Louis LLC
Back during the early 2000s meltdown, CenturyTel had been sucking up rural telcos across the country.  I was frankly doubtful the company could sustain itself unless everyone else in their territory rolled over and disappear.
August 4, 2008
Music to my Ears- LG Licenses Dolby Tech – Handset Becoming an Entertainment Center
Analysis of: LG licenses Dolby Mobile technology | www.pocket-lint.co.uk
Author: P.J. Louis, President, PJ Louis LLC
LG has stepped up the handset development race by incorporating high-end audio technology. The standard bearer has just arrived.
July 31, 2008
Verizon Doing Well – Look At The Numbers?
Analysis of: Verizon says economy not hurting its results | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Verizon is being honest.  The trade media and the analysts don’t seem to understand what is happening. Verizon is not your typical carrier.
July 31, 2008
Alcatel-Lucent: Russo is Leaving – A Sad Day But Necessary
Analysis of: Chairman Tchuruk, CEO Russo To Step Down From Alcatel-Lucent | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
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.
July 29, 2008
Cuil – The Next Google?
Analysis of: Former Google engineers launch new search engine | www.bizjournals.com
Author: P.J. Louis, President, PJ Louis LLC
Well it was bound to happen.  Google was proclaimed the next Yahoo. Now Cuil is the next Google.

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