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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.

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com

As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.

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.

Sprint Lobbying Efforts – Outspent by AT&T

March 30, 2011

AT&T Outguns Sprint in Lobbying | online.wsj.com

Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.

I. Nelson Rose, Distinguished Senior Professor

I. Nelson RoseDistinguished Senior ProfessorWHITTIER COLLEGE 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.

Amnesty for Internet Gambling Companies?

March 28, 2011

Good news for Internet gambling operators: Nevada approved Caesars Entertainment-888 partnership. So others, like Party Gaming - Bwin, can come back. But Wynn Resorts announced it will work with PokerStars. Sites taking US bets have better name recognition. MGM, Las Vegas Sands Corp., Lakes Entertainment and Penn National Gaming are preoccupied. But Peninsula Gaming, Foxwoods - Goodson Gaming, Cake Poker - Atlantis , and Scientific Games - Playtech (Sciplay) are getting ready to jump in.

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.

RIM – In Deep Trouble – No Surprise

March 27, 2011

RIM Stirs Investor Doubts | online.wsj.com

About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.

Cathy Stauffer, Owner

Cathy StaufferOwnerCathyStaufferConsulting 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.

For the big growth, Best Buy needs to look far beyond their stores

March 24, 2011

Best Buy CEO Dunn Reboots to Win Back Customers From Wal-Mart, Amazon.com | www.bloomberg.com

Best Buy’s greatest point of leverage is not in a new store design, or revamped store assistance, but in getting CE and PC suppliers to bring products to market with use-model and lifestyle changes to help fuel a whole new revenue-pumping cycle of healthy demand, for both Best Buy and the entire industry.

Matt Standish, Principal

Matt StandishPrincipalInteractive Mobile Media 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.

The US Wireless MNOs must consolidate

March 21, 2011

AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

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 Merging with T-Mobile – Sprints ahead of Verizon and Sprint

March 20, 2011

AT&T to Buy T-Mobile USA | online.wsj.com

Well, all I can say is YIKES. That is what I get for listening to stock analysts. Congratulations to AT&T.

I. Nelson Rose, Distinguished Senior Professor

I. Nelson RoseDistinguished Senior ProfessorWHITTIER COLLEGE 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.

Nevada Board Approves Caesars-888 Deal

March 16, 2011

The Nevada Gaming Control Board has approved a partnership between Caesars Entertainment and 888 Holdings. This does not mean that true Internet gambling is coming to Nevada, at least not yet. But the approval means casino regulators have accepted an operator that used to take bets from the U.S. It also points to which states and companies will win the race to be America’s first licensed online poker operators: Caesars or PartyGaming - bwin Interactive Entertainment.

I. Nelson Rose, Distinguished Senior Professor

I. Nelson RoseDistinguished Senior ProfessorWHITTIER COLLEGE 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.

Gov. Christie Vetoes N.J. Internet Gambling

March 14, 2011

Governor Chris Christie gave legitimate reasons for vetoing the intrastate Internet gaming bill. But the real reason was political. As a Republican, Christie has to both balance the budget and be socially conservative. So he will help put it on the ballot. If NJ voters approve, it's not his fault. And the real winners will be the licensed casinos of Atlantic City, which desperately need ways to compete and expand their business.

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.

Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”

March 13, 2011

Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com

What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.

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