Mr. P.J. Louis

President and Owner, PJ Louis LLC


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GLG News by Mr. P.J. Louis, President and Owner

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”

March 13, 2011

Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com

What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.

Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts

March 10, 2011

Sprint In Talks To Take Over T-Mobile | www.businessinsider.com

Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.

Tablets – Finding a Home; is it a laptop replacement?

March 6, 2011

Tablet Computer Demand Putting a Dent in PC Sales | online.wsj.com

As I have said in past blogs, the netbook’s biggest competition was and is the tablet. The tablet’s rise as a media device should come as no surprise. Back in the late 1990s, the tablet was first portrayed as a type of mini-laptop (i.e., netbook) and then in the early to mid 2000s, the tablet was being portrayed as a platform for wireless TV.

Motorola’s Xoom and Atrix May Be Setting the Stage For Next Gen Devices;Maybe?

February 25, 2011

Will Motorola’s Atrix and Xoom change the mobile landscape? | blog.connectedplanetonline.com

I like Motorola’s Atrix platform because of its simplicity.

Advice to Alibaba Founder, Jack Ma

February 23, 2011

Alibaba Founder Takes on Task of Polishing Company's Reputation in Wake of Fraud Scandal | online.wsj.com

I have no idea what is going on with Alibaba.com. However, having been through so many restructuring and turnaround situations, I will say this: it all boils down to regaining consumer confidence and maintaining credibility.

Ericsson and Akamai – Cloud Computing Emerging – Enabling Content

February 17, 2011

Ericsson Forecasts Data Surge | online.wsj.com

The Ericsson-Akamai deal may have some far reaching consequences.

Sprint – Score Another One for Dan Hesse and the Sprint Team

February 12, 2011

Sprint gains contract subscribers in 4Q | online.wsj.com

Positive news for Sprint and Dan Hesse. Since the day Dan Hesse joined Sprint, I have expressed confidence in his ability to turnaround the company because he has done it before.

Nokia – Undergoing a Massive Restructuring and Turnaround

February 7, 2011

Nokia CEO Considers Big Shake-Up | online.wsj.com

When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.

Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones

February 5, 2011

Bidders Emerge for Nortel Patents | online.wsj.com

Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.

Nokia – Not Adapting Fast Enough – Has the Train left the Station?

February 3, 2011

Nokia Shares Drop on Poor Q4 Earnings | www.wirelessweek.com

Nokia is still the 800 pound gorilla but it is clearly being challenged. If the company does not take aggressive action it will become another Motorola.

Microsoft and Facebook – Better Joint Efforts?

October 17, 2010

Facebook, Microsoft Deepen Search Ties | online.wsj.com

The Microsoft-Yahoo deal never made any sense to me unless Microsoft got Yahoo cheap. However, this deal with Facebook makes sense.

Verizon – Finally Getting the iPhone?

October 7, 2010

Apple Readies Verizon iPhone | online.wsj.com

As I write this, the rumor is that Verizon will be selling the iPhone come 2011.

Twitter Growing Up

October 5, 2010

Twitter Switches Chief Executive | online.wsj.com

I knew Twitter would do well. Everyone wants their 15 minutes in the spotlight.

Sprint Resignations – Will Obviously Trigger an Event – But What Exactly?

October 3, 2010

Sprint Executives Quit Clearwire Board | online.wsj.com

It is obvious the resignation of Sprint officers from the Clearwire board will trigger an event but what exactly will be triggered?

Verizon – Makes the Move

September 26, 2010

Verizon to Change Mobile-Data Plans | online.wsj.com

Okay, Verizon has announced it will move towards metered pricing. Good.

Sprint’s Metered Pricing On The Table – Good Idea or Not

September 26, 2010

Hesse: Metered Pricing On the Table | www.wirelessweek.com

Dan Hesse is putting metered pricing on the table. In a word: Good.

Nokia – Two Down and Counting - Operational Restructuring Underway

September 15, 2010

Nokia's Mobile-Solutions Chief Quits | online.wsj.com

The term restructuring has become popular in mainstream media. Thanks to financial bailouts in the last two years, the term restructuring has entered the lexicon of the average person. Nokia appears to have launched its restructuring ahead of schedule.

Nokia’s CEO Steps Down in Favor of an Outsider - Restructuring Nokia

September 12, 2010

Nokia CEO to Step Down | online.wsj.com

Nokia is still the largest handset maker on Earth. However, the company has lost market share in a relatively short time to a large number of smaller competitors.

Tablet Wars, Samsung enters the Fray

September 6, 2010

Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As I have said in the past, Apple has just revitalized a long dead device sector; the tablet PC. Wall Street should be thanking Apple for restarting a whole new consumer device segment.

Google’s Master Plan Is a Mystery to Me

August 27, 2010

Google Adds Calls to Gmail, Challenges Skype | online.wsj.com

Nearly three years ago when Google announced its plans to partner with carriers like Verizon and develop an open operating platform (which eventually became Android) I was thrilled and I stated I had hoped for a coherent telecom strategy. I will be blunt this recent foray into telecom is just that another foray.

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