GLG News by Digital Media Distribution Experts

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – More Bad News – Spinning Out of Control Fast

June 29, 2011

Analysis of:RIM Loses Miami Dolphins Fans as Software Developers Defect | www.bloomberg.com

As if things could not get any worse for RIM, it is now losing apps developers.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – This Company is Headed for a Disaster

June 26, 2011

Analysis of:Misfires in Marketing at BlackBerry | online.wsj.com

RIM is no different from any technology company that has failed to understand market changes and its place in the changed marketplace.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – So Long, Good Bye – Time To Turn this Around or Sell It

June 21, 2011

Analysis of:RIM Shares Fall After Warning | online.wsj.com

I hate to say this but; I told you so. I said this months ago, this was going to happen if RIM was not going to develop a new product that would catch with the consumer.

P.J. LouisPresident and OwnerPJ Louis LLC

SMS/Text Messaging – The Beginning of the End

June 11, 2011

Analysis of:Carriers Sweat as Texting Cools Off | online.wsj.com

There are a few times in an industry’s history that you can point to an event and say “that is a turning point in that industry”. Well, Apple’s and Google’s announcements on their new messaging applications is one of those moments in the telecom business.

P.J. LouisPresident and OwnerPJ Louis LLC

Microsoft versus Einhorn

May 31, 2011

Analysis of:Einhorn Effect: Microsoft Shoots Higher After Hedge Fund Endorsement | blogs.wsj.com

Einhorn may have a point with what is going on with Microsoft. Wall Street operates by perception. It does not matter if Ballmer is a smart or a good guy, perception is reality. The tragedy of the stock market is that perception is reality and facts do not seem to matter.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

I. Nelson RoseDistinguished Senior ProfessorWHITTIER COLLEGE

Poker Indictments - Winners and Losers

April 28, 2011

The indictment of the three biggest online poker operators has already created winners and losers. Media companies like ESPN, were hurt. But there is growing interest in legal alternatives, like PurePlay.com and Atlantis Internet Group (ATIG). Poker sites that don't take bets from the U.S., like Playtech and Bwin.party have seen a surge of players. But landbased operators have seen increases too small to be important for MGM, Las Vegas Sands Corp., Wynn Resorts and Penn National Gaming.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Turnaround

April 28, 2011

Analysis of:Nokia to Shake Up Workforce | online.wsj.com

Nokia’s recent actions are all signs of a massive turnaround that is underway. The company had announced layoffs months ago and now they are happening. My suggestion to Mr. Elop: make sure the investment community knows what you are doing and why. Transparency, an overused and misused word in Washington, D.C., is absolutely necessary in a turnaround of this magnitude.

P.J. LouisPresident and OwnerPJ Louis LLC

Google – It Takes Money to Make Money

April 16, 2011

Analysis of:High Costs Slow Google's Profit | online.wsj.com

I understand Wall Street’s concern about Google expenses rising. However, to make money you need to spend money. Wall Street stock brokers would love have a company generate massive profits without expenditures. Just ain’t gonna happen.

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