Mr. P.J. Louis

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

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.

Leap and MetroPCS – Companies are Hurting

October 14, 2009

Analysis of:Shares of Leap Wireless, MetroPCS fall | www.google.com

Competition is good. Competition is also bad; usually for the early entrants.

Sprint Nextel and Virgin Mobile – Settle – What It Means

October 14, 2009

Analysis of:Sprint & Virgin Mobile Agree to Settle Lawsuits | www.wirelessweek.com

I am keeping my fingers crossed for the Sprint Nextel acquisition of Virgin Mobile. It is a good deal in the long run for both parties.

Twitter – Is Twitter’s Valuation too High?

October 6, 2009

Analysis of:Twitter's Value Is Set at $1 Billion | online.wsj.com

Twitter has come closest to optimizing the marketing power of the Internet than any company I have seen in a long time. Twitter has become a massive advertising engine for products, services, politicians, movie stars, television stars, and celebrities who famous for being famous. Now that is a way of creating a brand.

Tekelec – Finds a New Use for an Old Feature

October 5, 2009

Analysis of:Tekelec pushes for SMS in M2M networks | telephonyonline.com

Tekelec’s proposal brings new life to an old feature.

Fairpoint – Bankruptcy is Now an Option

October 5, 2009

Analysis of:FairPoint In Talks to Revamp Its Debt | online.wsj.com

I am an engineer and I am a restructuring expert. My firm focuses on operational matters, and I am the first to say that you should always make voluntary restructuring changes before you file for Chapter 11. I hate seeing companies file as much as anyone else. However, there are times when you have to do what you have to do.

Fairpoint – Heading for Bankruptcy? It Can Be Fixed

September 29, 2009

Analysis of:FairPoint In Talks to Revamp Its Debt | online.wsj.com

Some time ago I had written a piece concerning continued bankruptcies in the CLEC and ILEC sides of the business. The piece was not well received.

Vodafone – Takes a Step Toward Mobile Social Networking????

September 25, 2009

Analysis of:Vodafone To Launch New Mobile Internet Services | online.wsj.com

I appreciate Vodafone’s efforts. The approach is sound but a little fuzzy on details.

Yahoo – Is It Still Relevant?

September 23, 2009

Analysis of:Yahoo's $100 Million Ad Blitz | www.businessweek.com

Yahoo is about 14 years old now. It has accomplished a great deal.

Does the Syniverse – Verisign Deal make Sense? Make Sense for Whom?

September 22, 2009

Analysis of:Syniverse Snaps Up VeriSign's Messaging | www.unstrung.com

Does this deal make any sense? Verisign is exiting the messaging business for a reason. It may not be obvious but it is not about the messaging business going into a decline.

Dear Dan – A Few Thoughts on Sprint Nextel and Consolidation

September 19, 2009

Analysis of:Sprint's Hesse Mum on Consolidation Rumors | www.wirelessweek.com

Thank goodness those rumors regarding a T-Mobile USA buy of Sprint Nextel are dead. Media speculation is bad and is designed to help stokes someone’s rumor mill and usually not to the benefit of the targeted company, meaning your company Sprint Nextel.

Is Fairpoint in Trouble?

September 17, 2009

Analysis of:FairPoint Exec Grilled By Regulators | www.informationweek.com

The company’s stock appears to be holding up. As I write this there has been no downward movement in stock price. I am not making any recommendations to buy or sell.

AT&T – Upgrades 3G Network – An Impact on LTE?

September 17, 2009

Analysis of:AT&T Details 3G Upgrade Plans | www.informationweek.com

AT&T is correctly spending money on upgrading its 3G network with High Speed Packet Access 7.2.

Why T-Mobile Should Not Buy Sprint – There is a Better Candidate for a Merger

September 14, 2009

Analysis of:Why Sprint and Deutsche Telekom May Not Connect | blogs.wsj.com

I encourage my readers to read my past postings going all the way back to when Dan Hesse took the helm of Sprint Nextel.

Verizon Protests Sale of Nortel Unit to Avaya – I Don’t Blame Verizon

September 13, 2009

Analysis of:Verizon Protests Nortel Unit Sale to Avaya | online.wsj.com

As I write this, Verizon has formally protested the sale of Nortel’s enterprise unit to Avaya. By the time this gets printed the matter may be resolved.

TenBu Technologies – Anti-Theft Device for Cell Phones

September 13, 2009

Analysis of:Startup invents anti-theft tag for smartphones | www.networkworld.com

An anti-theft device for a cell phone, or in this case a smart phone, is a practical idea.

Dan Hesse and Sprint Nextel – Make a Huge Shift in Billing Plans - BOLD

September 10, 2009

Analysis of:Sprint Plan Ups Ante in Wireless Market | online.wsj.com

Fantastic!!

Strigl – Leaves Verizon – Wow!

September 10, 2009

Analysis of:Verizon President Strigl to Step Down From Post | online.wsj.com

Denny Strigl’s departure is a tragedy for Verizon. However, he did hit that magic age when C-levels usually leave.

Sprint – Makes a Pricing Mistake – A Lesson in Restructuring

September 9, 2009

Analysis of:Sprint Pulls Discount for Palm Pre | online.wsj.com

This is the kind of thing that is more annoying than terribly bad.

Sprint Nextel – Strikes Again with HERO

September 9, 2009

Analysis of:Sprint Prepares October Launch Of Google Phone | online.wsj.com

Now that is more like it. Summer is ending and Sprint Nextel is launching with a new handset at the start of the school year and the end of summer vacation.

Fairpoint – Not Familiar with Industry Standards for Network Performance?

September 6, 2009

Analysis of:Watchdog fed up with FairPoint | www.concordmonitor.com

Well this is an example of blowing a good thing.

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