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GLG News by Personal Video Recorder Experts

P.J. Louis, President
PJ Louis LLC
Analysis of: Embarq outsources NOCs to NSN (telephonyonline.com)
I will be the first to admit that I have always sought to reduce operational expenditures of a carrier or a technology company by outsourcing certain operations. However, I have always been uncomfortable with outsourcing network management.
P.J. Louis, President
PJ Louis LLC
Analysis of: XO investors, fearing bankruptcy, call for Icahn’s ouster (telephonyonline.com)
The problem with debt is that the more debt you have the riskier it is for the equity holders. The great thing about debt is the more debt you have the better it is for the creditor. Debt is a double-edged sword. Every case is different yet the creditors usually win.
P.J. Louis, President
PJ Louis LLC
Analysis of: The L.A. Times's Human Wrecking Ball (www.washingtonpost.com)
I am not going to get into a philosophical discussion of the merits of print media.  I have written a number of analyses supporting print media. Albeit, I support tailored printed media for the cultural market segment but the problem I have always had with big newspapers is the blandness of the...
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon must divest to buy Unicel-U.S. regulators (www.reuters.com)
This is an opportunity for investors in the rural and Tier 2 markets.
P.J. Louis, President
PJ Louis LLC
Analysis of: MySpace, Facebook & Social Networking sites: Hot Today, Gone Tomorrow (knowledge.wharton.upenn.edu)
Social networking is evolving beyond MySpace and Facebook. Social networking is evolving towards social collaboration.
P.J. Louis, President
PJ Louis LLC
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants (www.washingtonpost.com)
I admit there are times that Qualcomm just baffles me.  I thought I understood its media strategy.  I was and still am a big supporter of the MediaFLO. I am used to hearing about Qualcomm’s walled garden.  I am taken aback by even the appearance of openness from Qualcomm.
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon sets energy efficiency standard (telephonyonline.com)
Going Green is not only socially responsible but it can be profitable.
P.J. Louis, President
PJ Louis LLC
Analysis of: Level 3 comes back with a vengeance (telephonyonline.com)
For months, folks have been raining on Level 3 and Crowe about the condition of company and the lack of merger integration work that has gone on and the poor provisioning systems used by the company.  You can add me to that list of critics as well. However, I would not criticize Level for lowering...
P.J. Louis, President
PJ Louis LLC
Analysis of: The Cellphone Paradox (online.wsj.com)
Thanks to the wrestling match between LTE (long term evolution) and WiMAX, the big topic nowadays is standardization. However, what does that mean?  Arun Sarin called for a coalescing of support around LTE and rapid standardization, see my analysis entitled WiMAX v. LTE – Let’s Fight!!  Standards...
P.J. Louis, President
PJ Louis LLC
Analysis of: Intel seeks wireless unification (news.bbc.co.uk)
It is always praiseworthy of an engineer to articulate the need for standardization.  Even demands for harmonization are praiseworthy. However, in my years in the business, calls for harmonization usually comes from those who have everything to gain in such actions.

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