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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.

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

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.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

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.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

P.J. LouisPresident and OwnerPJ Louis LLC

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Analysis of: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.

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