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September 18, 2008
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
The iPhone has troubles.  Frankly, it is not a surprise.  Further, the iPhone is not alone.
Samuel RussSeptember 17, 2008
Why are SSDs Slow to Take Off?
Analysis of: Why are SSDs slow to take off? | www.eetimes.com
Author: Samuel Russ, Assistant Professor, University of South Alabama
Solid-state disk drive (SSD) makers are trying to break into small-capacity markets such as small laptops and enterprise servers.  There are too many manufacturers and they face significant issues to complete with magnetic hard disk drives (HDDs).
September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  
Samuel RussSeptember 15, 2008
Samsung and Sandisk: Why now?
Analysis of: Samsung considers buying SanDisk | www.ft.com
Author: Samuel Russ, Assistant Professor, University of South Alabama
Besides consolidating the flash-memory industry, the merger will also help Samsung's foray into solid-state disk storage.
Samuel RussSeptember 15, 2008
Solid State Disks Take on Hard Disk Drives
Analysis of: WD VelociRaptor 300GB HDD vs SSD | www.reghardware.co.uk
Author: Samuel Russ, Assistant Professor, University of South Alabama
Solid state disks are catching up to hard disk drives in terms of performance, capacity, and cost.  In what ways are they ahead and behind, and will they catch up?  If and when they do catch up, the storage industry will undergo major changes.
September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
September 10, 2008
Of Course, Smart Phone Sales Are Slowing
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.
September 10, 2008
Alcatel-Lucent: Changes Continue with Christy Leaving
Analysis of: Cindy Christy leaves Alcatel-Lucent | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.
September 9, 2008
The Secondary Spectrum Market – An Opportunity for the Underserved Markets?
Analysis of: Company to Create Airwaves Exchange | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Well this may work.  However, it is all dependent on the cooperation of the carriers.  Then again there is the question of spectrum speculation.
September 8, 2008
Liberty Media Will Spin Off Entertainment Group – Risk Mitigation
Analysis of: Liberty Media Will Spin Off Entertainment Group | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Liberty Media is a bit more than a tracking stock.  The company is a content owner and creator.  In other words, Liberty Media is a content company. Spinning off the entertainment business is a natural next step.

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