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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.

Dell – Going Private – One Opinion

June 7, 2010

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?

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.

Google – Security is Getting Short Shrift from Google – Not Minding the Store

June 4, 2010

Dark Side Arises for Phone Apps | online.wsj.com

Security is not something to short change the customers on.

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.

FCC – Pushing The Limit? Has The FCC Gone Too Far? A Network of Networks

May 28, 2010

FCC ‘third-way’ regulation gets bi-partisan slam | blog.connectedplanetonline.com

The judicial and legislative processes are interesting. The federal courts tell the FCC that it is overstepping its authority in how the agency enforces certain broadband rules. The FCC responds by ignoring the courts and looking for a loophole to create rules that will allow them to do what the courts said it is not allowed to do.

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 Nextel and Dan Hesse – Stepping Out Into the Sunlight

May 23, 2010

Sprint Nextel CFO Says Worst Of Revenue Declines Are Over | online.wsj.com

Fantastic.

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.

Alcatel-Lucent – Are Things Going to Improve for It?

May 22, 2010

Alcatel CEO sees telco spending boost | www.moneycontrol.com

I agree with Ben Verwaayen, there will be a spending boost in 2011.

Nigel Carr, Senior Vice President--Director of Brand Planning

Nigel CarrSenior Vice President--Director of Brand PlanningTHE CRAMER-KRASSELT CO 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-the real issue: appalling customer experience--cool gadgets just a band-aid

May 16, 2010

AT&T Looks Beyond the iPhone for Growth | online.wsj.com

1) at&t has to make a massive investment to fix a totally inadequate wireless network.2) locking new iphone users into contracts which many are not satisfied with (due to their crappy wireless network) isnt enough to stem wireless customers losses. 3) the elephant in the room--a horrible dsl customer experience--they must be bleeding at a massive rate there. desperate attempt to get revenue: blame every failure on in-home wiring and charge customers for call-out without fixing the problem...

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 – Running Scared? Who Should They Really Worry About?

May 15, 2010

Nokia once more reshuffles top execs | www.telecomasia.net

There is only one way to describe Nokia’s recent reshuffling of executives; running scared.

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 Mobility and The iPhone – The Tail Wagging the Dog

May 15, 2010

AT&T Looks Beyond the iPhone for Growth | online.wsj.com

Exclusive vendor relationships are good and bad. I think exclusive vendor relationships are generally (long term) bad for the carrier and the vendor. Exclusivity sounds exciting and great because there is always a short-term bump in perceived value but in the long-term, the value diminishes.

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.

Net Neutrality and Usage-Based Pricing – Calling all Recording & Billing Experts

May 14, 2010

Net Neutrality: Not the End of the World | www.wirelessweek.com

It has been years since I have participated in any discussion regarding usage based pricing. Usage based pricing disappeared in the early to mid-1990s with the appearance of flat rate plans. However, with net neutrality on the horizon, the concerns regarding overall network capacity has reared its head.

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.

FCC – Pushing The Limit? Has The FCC Gone Too Far?

May 12, 2010

FCC Web Rules Create Pushback | online.wsj.com

The judicial and legislative processes are interesting. The federal courts tell the FCC that it is overstepping its authority in how the agency enforces certain broadband rules. The FCC responds by ignoring the courts and looking for a loophole to create rules that will allow them to do what the courts said it is not allowed to do. I have stated that I did not expect the FCC to take the court’s decision lying down. I just find the entire process interesting. It has not reached the level of sausage making but it certainly is getting there.

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