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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 – Undergoing a Massive Restructuring and Turnaround

February 7, 2011

Nokia CEO Considers Big Shake-Up | online.wsj.com

When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.

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.

Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones

February 5, 2011

Bidders Emerge for Nortel Patents | online.wsj.com

Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.

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 – Not Adapting Fast Enough – Has the Train left the Station?

February 3, 2011

Nokia Shares Drop on Poor Q4 Earnings | www.wirelessweek.com

Nokia is still the 800 pound gorilla but it is clearly being challenged. If the company does not take aggressive action it will become another Motorola.

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.

Microsoft and Facebook – Better Joint Efforts?

October 17, 2010

Facebook, Microsoft Deepen Search Ties | online.wsj.com

The Microsoft-Yahoo deal never made any sense to me unless Microsoft got Yahoo cheap. However, this deal with Facebook makes 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.

Verizon – Finally Getting the iPhone?

October 7, 2010

Apple Readies Verizon iPhone | online.wsj.com

As I write this, the rumor is that Verizon will be selling the iPhone come 2011.

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.

Twitter Growing Up

October 5, 2010

Twitter Switches Chief Executive | online.wsj.com

I knew Twitter would do well. Everyone wants their 15 minutes in the spotlight.

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 Resignations – Will Obviously Trigger an Event – But What Exactly?

October 3, 2010

Sprint Executives Quit Clearwire Board | online.wsj.com

It is obvious the resignation of Sprint officers from the Clearwire board will trigger an event but what exactly will be triggered?

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.

Verizon – Makes the Move

September 26, 2010

Verizon to Change Mobile-Data Plans | online.wsj.com

Okay, Verizon has announced it will move towards metered pricing. Good.

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’s Metered Pricing On The Table – Good Idea or Not

September 26, 2010

Hesse: Metered Pricing On the Table | www.wirelessweek.com

Dan Hesse is putting metered pricing on the table. In a word: Good.

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 – Two Down and Counting - Operational Restructuring Underway

September 15, 2010

Nokia's Mobile-Solutions Chief Quits | online.wsj.com

The term restructuring has become popular in mainstream media. Thanks to financial bailouts in the last two years, the term restructuring has entered the lexicon of the average person. Nokia appears to have launched its restructuring ahead of schedule.

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