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GLG News by Personal Video Recorder Experts

P.J. Louis, President
PJ Louis LLC
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)
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...
P.J. Louis, President
PJ Louis LLC
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)
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.
P.J. Louis, President
PJ Louis LLC
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)
This is no big surprise.  This is business as usual.
P.J. Louis, President
PJ Louis LLC
July 21, 2008
Telepresence – A Solution to Rising T&E Costs for Corporations
Analysis of: Nortel gains ground in managed telepresence push (telephonyonline.com)
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.
P.J. Louis, President
PJ Louis LLC
July 21, 2008
Qualcomm is not in TROUBLE – Peaks and Valleys
Analysis of: Qualcomm (QCOM): Ripe for a rebound? (www.reuters.com)
Qualcomm has proven to be one of the most innovative and strongest wireless technology companies in the last 20 years.  None of which makes a hoot of difference with might happen in the future not unless you believe the past is a guide to the future.
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
July 17, 2008
HDD Capacity Continues to Expand
Analysis of: Seagate First with 1.5 TB Hard Disk Drives (www.theregister.co.uk)
* Seagate announced their Barracuda 1.5 TB disk drive, the first announced disk drive with more than 1TB capacity  * Seagate also announced their first 500 GB 2.5-inch drive products with 5200 and 7200 RPM  * The 3.5-inch 1.5 TB product will begin shipping in August 2008 while the 2.5-inch...
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 (www.adweek.com)
1.       Driven by political expenditure, Hispanic Ad spending continues to show strong growth.     2.       Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
P.J. Louis, President
PJ Louis LLC
July 16, 2008
Syniverse – Time For Change and Action
Analysis of: Verizon/Alltel merger could shave $36M from Syniverse books (www.bizjournals.com)
With Verizon Wireless acquiring Alltel, Syniverse is facing a rough road ahead. Syniverse needs to begin building up new lines of service for itself or building up its existing lines of service.
P.J. Louis, President
PJ Louis LLC
July 16, 2008
Apple – Sells 1 Million Handsets in 3 Days – Good Numbers for the Consumer
Analysis of: Apple sells 1 million iPhones in first 3 days (ap.google.com)
I have been one of the loudest critics of the iPhone.  Lately it has been acting like the good vendor I expect handset vendors ought to be. Yes, I know the company is a driving force in the industry but it is AT&T’s customer. This is good news for the consumer. I have a few suggestions to the...
P.J. Louis, President
PJ Louis LLC
July 14, 2008
Sprint – Restructuring is a Painful Process; Deal With It
Analysis of: Bedeviled by the Churn, Sprint Tries to Win Back Disgruntled Customers (www.nytimes.com)
Dan Hesse has been on the job for a little over 7 months. So far he has done a solid job.

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