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November 18, 2008
Sprint – Cleaning House By First Asking For Volunteers – Will Not Work
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Cleaning House By First Asking For Volunteers – Will Not Work
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
Companies in Sprint’s situation will ask for volunteers first.
November 13, 2008
Green – The Color of Money - The New Investment Haven
Analysis of: Everything's Gone Green | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Green – The Color of Money - The New Investment Haven
Analysis of: Everything's Gone Green | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.
November 11, 2008Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in.
2. AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services.
3. ...
November 11, 2008Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Originally, Verizon was intending to slow down on FiOS around the 18- million point.
2. However, given the level of success the carrier has achieved, its apparent intention is to push out even further.
3. Indications...
November 11, 2008Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. By a process of elimination, Ericsson would be the most likely vendor to buy Ciena.
2. Ericsson has lots of cash and it wants to make further inroads into the US optical market.
3. Historically,...
November 11, 2008
The FCC’s White Spaces Decision – An Opportunity and a Disaster Waiting To Happen
Analysis of: FCC approves white spaces, creates interference restrictions | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
The FCC’s White Spaces Decision – An Opportunity and a Disaster Waiting To Happen
Analysis of: FCC approves white spaces, creates interference restrictions | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
The FCC’s (Federal Communications Commission’s) recent decision will be hailed by some investor groups as creating new opportunities for the rural markets. Some telecom professionals will hail this decision as a disaster waiting to happen.
Some telecom professionals will hail this decision...
November 10, 2008
Yahoo’s Stock Is Tanking – Hires a Microsoft Executive – You Cannot Make This Stuff Up
Analysis of: Yahoo hires ex-Microsoft exec to run media sites | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
Yahoo’s Stock Is Tanking – Hires a Microsoft Executive – You Cannot Make This Stuff Up
Analysis of: Yahoo hires ex-Microsoft exec to run media sites | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
A few months ago, Yahoo was at war with Microsoft. Now Yahoo is hiring ex-Microsoft executives. This is too funny. You cannot make this stuff up.
November 10, 2008
Any Safe Havens in Telecom? What About Facility based CLECs? Part 2
Analysis of: Economists Expect Crisis to Deepen | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Any Safe Havens in Telecom? What About Facility based CLECs? Part 2
Analysis of: Economists Expect Crisis to Deepen | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
It is getting worse and worse. However, I need to clarify my position from Part 1.
November 10, 2008
Like I Said – Things Are Getting Worse For Telecom
Analysis of: For Telecoms, Some Signals Of Distress | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
Like I Said – Things Are Getting Worse For Telecom
Analysis of: For Telecoms, Some Signals Of Distress | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
Surviving distress requires cash not Wall Street valuations.
There may a new old alternative.
November 7, 2008
Dear Motorola – When Life Hands You Lemons, Make Lemonade
Analysis of: Motorola Posts Loss, Guides Lower (Update) | www.thestreet.com
Author: P.J. Louis, President, PJ Louis LLC
Dear Motorola – When Life Hands You Lemons, Make Lemonade
Analysis of: Motorola Posts Loss, Guides Lower (Update) | www.thestreet.com
Author: P.J. Louis, President, PJ Louis LLC
This is not good for Motorola. A separation of the handset unit would have generated desperately needed cash.
However, when life hands you lemons you need to learn to make lemonade.
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