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.

Fairpoint’s CEO Asked to Resign

August 23, 2010

FairPoint CEO David Hauser Asked to Resign | www.billingworld.com

It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.

Intel Acquires McAfee; Good or Bad?

August 19, 2010

Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com

Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?

Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?

August 7, 2010

Clearwire to Test Rival 4G Network | online.wsj.com

I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.

AT&T – Downplaying the IPhone Contract - An Opportunity for the Captivate?

August 6, 2010

AT&T Downplays iPhone Pact Risks | online.wsj.com

I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.

E-Readers – Have We Reached a Turning Point? Do We See a Perfect Storm?

July 22, 2010

Amazon Says E-Book Sales Outpace Hardcovers | online.wsj.com

Are paperback/hardcover books on their way out? Have e-books begun replacing paperbacks/hardcovers?

Nokia Seeking New CEO – In Trouble

July 20, 2010

Nokia Conducting Search for New CEO | online.wsj.com

Bottom line, Nokia is in trouble. The company is seeking a new CEO because of the changing market environment and its dwindling fortunes.

AT&T– Network Glitches; Apple– iPhone 4 Antenna Problems; A Verizon Opportunity?

July 9, 2010

AT&T Finds Glitch Affecting iPhone 4 | online.wsj.com

It makes you wonder why anyone would want cell service from AT&T Mobility or spend gobs of cash on the iPhone.

WiMAX Enhanced – Positive Development for Sprint Nextel and Clearwire

July 9, 2010

If HSPA can have a plus, why not WiMax? | connectedplanetonline.com

The recent news regarding the enhancement of WiMAX is a positive development for Sprint Nextel and Clearwire.

The Fairpoint Reorganization Troubles – Public Interest Standard

July 5, 2010

FairPoint Reorganization: Vermont Denies Post-Bankruptcy Plans | www.billingworld.com

The Vermont Public Service Board rejects Fairpoint’s plan of reorganization (PoR) on grounds that Fairpoint remains financially unsound. In a word; YIKES.

Nokia – Launching a New Phone – A Couple of Suggestions

July 3, 2010

Nokia's Vanjoki Pins High Hopes on MeeGo | online.wsj.com

It is amazing how fast and far a cell phone vendor can fall in a few years. Nokia is still the biggest selling vendor of handsets but it is facing with mounting competition.

Ciena-Nortel Deal – A Sign of the Times?

June 28, 2010

Optical, Ethernet and Beyond | www.tmcnet.com

Since 2000, China has been a massive presence in the financial and technology sectors. What is occurring is not a surprise. Every non-Chinese technology company is on the defensive.

Nokia – Has to Kick Itself into High Gear or ELSE

June 26, 2010

Nokia gives Q2 profit warning | www.boston.com

For now, the sky is not falling on Nokia. Of course, if the news on July 22 is not to Wall Street’s liking all bets are off.

Sprint – Making the Right Move for M2M?

June 23, 2010

Sprint Nextel plans to open M2M centre | www.totaltele.com

M2M has become such a muddled term that it has become of those terms everyone hears and is afraid to ask “M2M, what are you talking about?” Sprint’s take on M2M is as much about being Mobile-2-Mobile as it is being Machine-2-Machine.

Sprint’s HTC Evo 4G – Hit or Miss? Does it Even Matter?

June 16, 2010

Sprint's HTC EVO 4G: Is It Really That Good | www.lanewsmonitor.com

Sprint’s Evo has been breaking sales records; even if you count their little mistake. The real question is: Is the HTC Evo 4G smartphone a correct step in Sprint Nextel’s turnaround.

Amdocs – Good News for Vonage but Better for Amdocs

June 13, 2010

Vonage taps Amdocs for back-office overhaul | blog.connectedplanetonline.com

I have not been following backoffice systems companies lately; I have been busy focusing on rural markets as of late. However, the news woke me up and reminded me to think about backoffice systems as well.

Sprint Nextel’s 3G Network Problems? – Why Are We Still Talking About It?

June 7, 2010

SPRINT NEXTEL’S NETWORK FACES STEEP COMPETITION | www.bizjournals.com

I do not doubt that Sprint Nextel’s network needs upgrading. Sprint’s 3G network was a mess 3 years ago. With the restructuring that has been going on, is it any wonder the carrier still has issues in certain markets? The study basically is documenting what many people already believe. I get it but does it really matter? As for competition in the network business; NO KIDDING.

Dell – Going Private – One Opinion

June 7, 2010

Dell Has Considered Going Private | online.wsj.com

Did Michael Dell just perform a cheap trick to jack up his stock price? I hope not, because his recent statements boosted the price of his stock and if he plans to continue his share repurchases, he just made it more expensive for him. Then again, his intent to continue his share repurchases could be a smoke screen. Then again, why bother thinking about this at all? Does taking Dell private make sense?

Google – Security is Getting Short Shrift from Google – Not Minding the Store

June 4, 2010

Dark Side Arises for Phone Apps | online.wsj.com

Security is not something to short change the customers on.

FCC – Pushing The Limit? Has The FCC Gone Too Far? A Network of Networks

May 28, 2010

FCC ‘third-way’ regulation gets bi-partisan slam | blog.connectedplanetonline.com

The judicial and legislative processes are interesting. The federal courts tell the FCC that it is overstepping its authority in how the agency enforces certain broadband rules. The FCC responds by ignoring the courts and looking for a loophole to create rules that will allow them to do what the courts said it is not allowed to do.

Sprint Nextel and Dan Hesse – Stepping Out Into the Sunlight

May 23, 2010

Sprint Nextel CFO Says Worst Of Revenue Declines Are Over | online.wsj.com

Fantastic.

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