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Hong JiangSeptember 22, 2008
HTC Android vs 3G iPhone
Analysis of: First Google Android phone to cost $199: report | news.yahoo.com
Author: Hong Jiang, President and Chief Executive Officer, HJ Solutions, LLC
China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 
Hong JiangSeptember 22, 2008
HTC Android vs 3G iPhone
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Hong Jiang, President and Chief Executive Officer, HJ Solutions, LLC
The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive. ...
Joseph UptonSeptember 22, 2008
AT&T and HD TV: A Marriage Improving?
Analysis of: AT&T Hopes To Squeeze More HD Into U-verse | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT needs to offer as close a package/service bundle as they can to their CATV competitors' offerings.  HD is a major service product and has much interest from TV/Video customers, and up until now, ATT can only offer 2 HD streams to the home simultaneously feeding two different HD TV sets.  The...
Joseph UptonSeptember 19, 2008
Qwest Backing Away From Video Over IP
Analysis of: Qwest CEO Says Broadband The Focus, But Battle Not Over for Voice | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
This article refers to Qwest moving away from video over internet protocol in several cities where they have it in play now, instead opting to use DirecTV to provide video and lock down customers away from cable.  ATT, however, is building the same video IP platform and appears to be sticking...
September 19, 2008
Nortel – Sheds Ethernet Business – Does the Right Thing
Analysis of: Nortel to abandon carrier Ethernet, optical | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Nortel’s actions are not reactive.  Nortel’s actions are correct for long term health.
September 18, 2008
Nortel Takes Aggressive Action – The Recession Impacts Telecom
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised.  We are in a recession.   The telecom carriers have begun rethinking their cap ex programs. Carriers have weasel worded their actions by saying things like: “Spending smarter”, “Spending less in some areas and spending more in other areas”, “We are optimizing...
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 GreenholtzSeptember 17, 2008
IPG Photonics Wise to Keep Telecom Penetration to a Minimum
Analysis of: A Stock That Sees the Light | online.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...
Samuel GreenholtzSeptember 17, 2008
Will Long Haul or Enterprise be the First Major Application for 100G?
Analysis of: Verizon Goes Long(er) With 100-Gig | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...
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.  

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