Mr. P.J. Louis

President and Owner, PJ Louis LLC

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.

Google Voice – Becoming a Carrier Involves More Than You Think

January 2, 2010

Analysis of:Google Voice and How Anyone Can Be a Phone Company | gigaom.com

I hope the FCC is watching what is going on.

Google’s Open Source – An Opinion

December 28, 2009

Analysis of:Google's Open-Source Manifesto Tells the Truth | www.businessweek.com

The open in terms of telecom or software, lead sot one question: How can I make money off of your hard work without giving away the shop?

Blackberry – Email Goes Kaboom Again! I Have a Suggestion

December 24, 2009

Analysis of:BlackBerry Email Shorts Out... Again | www.wirelessweek.com

As a Blackberry user I can and will say this: I was both mad as heck and not surprised. If there was something better to meet my needs I would dump the handset altogether.If this kind of nonsense continues, I may become an iPhone user.

Verizon – Not the First to Get LTE – Who Cares!!! What Really Matters!!

December 19, 2009

Analysis of:Enter LTE | telephonyonline.com

Let me tell you Verizon’s secret of its success. Verizon is not a technology leader; it is a technology follower that focuses on the marketplace and the fundamentals of service provisioning.

WiMAX and Broadband Stimulus Money – BTOP Can Help?

December 13, 2009

Analysis of:WiMax operators ask for $1.6B in broadband stimulus | telephonyonline.com

I have stated in past postings that WiMAX could be the big beneficiary out of the broadband stimulus effort. WiMAX is here and could be deployed in rural markets by itself and in concert with cable television networks. However, I have some concerns.

AT&T – Network Issues – The Cost?

December 10, 2009

Analysis of:AT&T to New York and San Francisco: We’re Working on It | blogs.wsj.com

The iPhone has been a blessing and a curse to AT&T. One moment AT&T is a hero and the next the villain.

Lenovo – Reacquiring its Mobile Phone Division

December 2, 2009

Analysis of:Lenovo Wants Its Mobile Phone Company Back [Lenovo To Reaccquire Its Mobile Phone Division Back From Investors] | nexus404.com

The news is China’s laptop and personal computer maker, Lenovo, is buying back the mobile phone division it sold off 2007/2008. Lenovo has been battered by the global recession like all other telecom and technology companies. What makes this news worthy is that the Chinese are a massive global technology force. By the time this piece is published they may have already bought it back.

Nuance – Is It Doing The Right Thing?

December 2, 2009

Analysis of:Nuance Beats Expectations | www.wirelessweek.com

Good news for Nuance. The company has a diverse and solid set of products.

Motorola – Coming back from the Dead?

November 22, 2009

Analysis of:Motorola Explores Breaking Itself Up | online.wsj.com

Restructuring is one of those professions where almost anything goes and almost anything can happen. Depending on which side of the deal you are on, you are either winning or losing. There is no such thing as a clear win-win. You can rationalize a win-win but it would still be a rationalization.

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Analysis of:Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?

November 10, 2009

Analysis of:Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com

I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.

Nokia – Getting Hammered By The Recession – Are It's Actions Correct?

November 10, 2009

Analysis of:UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.

China’s Grey Market – Will Keep on Growing

November 9, 2009

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.

Windstream – Thumbs Up on Rollup Effort

November 8, 2009

Analysis of:Windstream Buys Another Rural Carrier | online.wsj.com

I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

Analysis of:The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!

November 4, 2009

Analysis of:AT&T Sues Verizon Over Wireless Coverage Ads | online.wsj.com

AT&T is suing Verizon Wireless over information it is calling misleading. Ain’t nothing new here.

Qwest’s Fiber Strategy Works For Qwest

November 2, 2009

Analysis of:Qwest: Fiber to the cell is hot, FTTH is not | telephonyonline.com

If it were any other carrier I would flat out disagree with the statement that Fiber To The Home was not in favor of the carrier.