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July 29, 2008
Mr. Hesse – Great Idea – Restructuring 101
Analysis of: Sprint to Sell Cellphone Towers, Use Money to Pay Down Debt | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint and Dan Hesse are doing the right thing.  Generate cash without giving away the core business.
July 29, 2008
Tellabs – Is Going Overseas Smart?
Analysis of: Tellabs seeks ‘pockets of optimism’ overseas | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
What do you do when your market shows signs of drying up? The answer is; go elsewhere to peddle your wares.
July 25, 2008
LG’s Story is the Tip of the Iceberg
Analysis of: LG Delivers Higher Net, Warning | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
LG’s story is just the tip of the iceberg.  Expect every carrier to issue earnings warnings over the next quarter.
July 25, 2008
Verizon – FiOS Plus Femtocell Equals OPPORTUNITY
Analysis of: Verizon gets NYC approval to rollout FiOS | www.onetrak.com
Author: P.J. Louis, President, PJ Louis LLC
How do you capture the value of FiOS?  You  combine content, voice, and Internet access.  However, Verizon needs to consider taking FiOS even further.
July 24, 2008
Goodbye – POTS – Hello to the New Verizon – EMERGING TREND - Part 2
Analysis of: Verizon to give discounts for landline-less bundles | www.usatoday.com
Author: P.J. Louis, President, PJ Louis LLC
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...
July 24, 2008
Customer Experience – The Product Differentiator? Generating Customer Loyalty
Analysis of: Customer Experience Management: Still a Long Way to Go | www.billingworld.com
Author: P.J. Louis, President, PJ Louis LLC
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...
July 23, 2008
If Microsoft Pays Yahoo $33 Per Share Now; Then I Will Have Seen Everything
Analysis of: Yahoo, Icahn Settle Proxy Battle In Wake of Rejected Microsoft Offer | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
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...
July 21, 2008
SK Telecom Says No To Buying Sprint – GOOD !!!!!
Analysis of: SK Telecom says no plan to buy Sprint Nextel | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
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.
July 21, 2008
Sprint Leaves the Next Generation Mobile Networks Alliance – Business As Usual
Analysis of: Sprint withdraws from group that endorses LTE, a rival to its WiMax service | www.computerworld.com
Author: P.J. Louis, President, PJ Louis LLC
This is no big surprise.  This is business as usual.
July 21, 2008
Telepresence – A Solution to Rising T&E Costs for Corporations
Analysis of: Nortel gains ground in managed telepresence push | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
With rising fuel costs and other travel related expenses, the need for a way to do business without having to get on an airplane is critical to corporate survival. Telepresence is an answer to doing business in a more cost effective manner.

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