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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.

RIM – This Company is Headed for a Disaster

June 26, 2011

Misfires in Marketing at BlackBerry | online.wsj.com

RIM is no different from any technology company that has failed to understand market changes and its place in the changed marketplace.

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 – So Long, Good Bye – Time To Turn this Around or Sell It

June 21, 2011

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.

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.

SMS/Text Messaging – The Beginning of the End

June 11, 2011

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 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 versus Einhorn

May 31, 2011

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.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

Strong Storage Growth for the Professional Media and Entertainment Industry

May 16, 2011

A new report on digital storage for the professional media and entertainment industry projects strong growth driven by higher resolution stereoscopic content as well as new channels for content distribution and the increasing digitization of historical analog content. 5.6X storage capacity growth and 1.7X revenue growth are expected between 2011 and 2016.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

Seagate Mobile Storage for the iPad and other Apple Mobile OS devices

May 16, 2011

Seagate Technology introduced its GoFlex Satellite Mobile Wireless Storage device offering 500 GB storage capacity through a WiFi connection. The battery powered external hard drive allows users to take up to 500 GB of content with them and access it from their iPad, iPhone or other wireless iOS device. The product release is planned for July 2011. Technology originally developed for DAVE several years ago finally finds a market where it fills a need.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

SanDisk Acquires Pliant in Continuation of Record Storage Acquisition Season

May 16, 2011

Sandisk agreed to acquire Pliant Technology for about $327M. SanDisk is most known for its consumer products although the company has offered several SSD products over the last decade. Pliant is a startup company founded by HDD industry veterans and has made a name for itself in the enterprise SSD space. The acquisition continues the trend of storage company mergers that have changed the landscape of the industry in the last 3 months.

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 Turnaround

April 28, 2011

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.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

HDD Suppliers Now Down to Three

April 20, 2011

Seagate and Samsung announced that Seagate would acquire Samsung’s HDD business for $1.38 B. In addition to the HDD business Seagate ensures supply of flash memory for its hybrid HDDs and enterprise storage business. Samsung gets 10% ownership of Seagate and a seat on the board. Samsung also gets HDDs from Seagate to meet its product needs.

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 – It Takes Money to Make Money

April 16, 2011

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.

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