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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.
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 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store.      2.  Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...

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