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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
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
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 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.
September 8, 2008
Mobile Banking – Improves Access and Convenience
Analysis of: How mobile banking is fueled by emerging markets | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Mobile Banking – Improves Access and Convenience
Analysis of: How mobile banking is fueled by emerging markets | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
The Mobile Wallet (M-Wallet) is being embraced by the populace. Mobile banking is a long time coming. As I said in a past analysis entitled; “The Cell Phone – The Mobile Wallet Has Arrived”, we are looking at a new way for businesses of doing business with consumers. We are seeing the elimination...
September 5, 2008
Online Advertising – Money Appears On The Horizon – Coming Fast
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Online Advertising – Money Appears On The Horizon – Coming Fast
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Despite the economic recession, the Internet continues to benefit from the “sea change” in the telecom space.
September 5, 2008
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Pat Russo and Serge Tchuruk have gone. I wish them well. Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent. Healing is a bad word to describe what Verwaayen and Camus need to do,
September 1, 2008How Many is Enough SSD Companies ?
Analysis of: Shakeout looms in SSDs | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates
§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs) § Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics § There...
August 29, 2008Hard Disk Makers Work on Higher Performance Drives
Analysis of: Western Digital working on 20,000 RPM Raptor | www.bit-tech.net
Author: Thomas Coughlin, President, Coughlin Associates
* There are rumors that Western Digital is working on a 20,000 RPM Raptor drive * Other HDD companies such as Seagate, Fujitsu and others are also working on improving rotational as well as track change drive latencies * SSDs are starting to compete against HDDs for performance oriented...
August 18, 2008Holographic Storage in Game Systems
Analysis of: Nintendo looking into holographic storage solutions | gonintendo.com
Author: Thomas Coughlin, President, Coughlin Associates
* Nintendo and InPhase are apparently doing some joint work on holographic storage * InPhase has been pursuing a holographic storage system (primarily for write once archive applications) for several years * Any holographic storage product likely will not be in a Nintendo game system for...
August 18, 2008SanDisk unveils durability metric for solid-state drives
Analysis of: SanDisk unveils metric for solid-state drives | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates
* SanDisk recently revealed a proposal for creating a single metric representing the expected lifetime of a solid state drive * The SanDisk metric is called “Longterm Data Endurance” or LDE * The SanDisk proposal comes at a time that several organizations such as IDEMA and JEDEC are discussing...
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