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P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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?

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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?

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

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