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Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Has to Kick Itself into High Gear or ELSE

June 26, 2010

Analysis of:Nokia gives Q2 profit warning | www.boston.com

For now, the sky is not falling on Nokia. Of course, if the news on July 22 is not to Wall Street’s liking all bets are off.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Making the Right Move for M2M?

June 23, 2010

Analysis of:Sprint Nextel plans to open M2M centre | www.totaltele.com

M2M has become such a muddled term that it has become of those terms everyone hears and is afraid to ask “M2M, what are you talking about?” Sprint’s take on M2M is as much about being Mobile-2-Mobile as it is being Machine-2-Machine.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint’s HTC Evo 4G – Hit or Miss? Does it Even Matter?

June 16, 2010

Analysis of:Sprint's HTC EVO 4G: Is It Really That Good | www.lanewsmonitor.com

Sprint’s Evo has been breaking sales records; even if you count their little mistake. The real question is: Is the HTC Evo 4G smartphone a correct step in Sprint Nextel’s turnaround.

Lin SunConsultantSelf Employed

The Drama of NC

June 14, 2010

Anxiety over network convergence (NC) is finally settled. After a long wait in more than a decade and turf wrestling for a month, NC in China is seeing some light at the end of the tunnel but its outlook is far from clear.

P.J. LouisPresident and OwnerPJ Louis LLC

Amdocs – Good News for Vonage but Better for Amdocs

June 13, 2010

Analysis of:Vonage taps Amdocs for back-office overhaul | blog.connectedplanetonline.com

I have not been following backoffice systems companies lately; I have been busy focusing on rural markets as of late. However, the news woke me up and reminded me to think about backoffice systems as well.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

Lin SunConsultantSelf Employed

Winners of New TD-SCDMA Bid

June 9, 2010

China Mobile (CMC) reportedly will begin extended trials of TD-LTE, commonly called 4G, after the World Expo. However, it would be mistaken to assume the operator is abandoning TD-SCDMA, a Chinese version of 3G which remains sluggish after nearly two and half years. The market is growing but not at the pace CMC had hoped to see. By the end of April, the latest figure available, CMC added 713,000 new TD-SCDMA customers to a total 8.4 million.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Nextel’s 3G Network Problems? – Why Are We Still Talking About It?

June 7, 2010

Analysis of:SPRINT NEXTEL’S NETWORK FACES STEEP COMPETITION | www.bizjournals.com

I do not doubt that Sprint Nextel’s network needs upgrading. Sprint’s 3G network was a mess 3 years ago. With the restructuring that has been going on, is it any wonder the carrier still has issues in certain markets? The study basically is documenting what many people already believe. I get it but does it really matter? As for competition in the network business; NO KIDDING.

P.J. LouisPresident and OwnerPJ Louis LLC

Dell – Going Private – One Opinion

June 7, 2010

Analysis of:Dell Has Considered Going Private | online.wsj.com

Did Michael Dell just perform a cheap trick to jack up his stock price? I hope not, because his recent statements boosted the price of his stock and if he plans to continue his share repurchases, he just made it more expensive for him. Then again, his intent to continue his share repurchases could be a smoke screen. Then again, why bother thinking about this at all? Does taking Dell private make sense?

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