GLG News by Telecom/Cable Service Purchasers, Evaluators, and Pricing Trend Experts

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Ma Bell to AT&T, "the consumer rules the new economy".

April 30, 2011

Analysis of:Ma Bell Stifled Innovation, AT&T May Do the Same | uk.ibtimes.com

When Ma Bell ruled the phone lines, most products were developed for businesses first and only later small versions were done for consumers. Today, it is the opposite. Products are built for consumers first and only later developed for businesses. This change is so significant that it will be difficult for even AT&T to stifle creativity.

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.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Amazon makes the money on the reader software - Not hardware

April 19, 2011

Analysis of:The Kindle is an iPad Accessory, And That's Why It's Still Going to Be Huge | www.businessinsider.com

People own Kindles and iPads. The great thing is that you can read kindle books on your ipad with the kindle reader. Amazon has been smart to focus on the content and the software that runs on the kindle. If they make it run on all the tablet platforms, then it could be a solution like Microsoft office is to productivity tools.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

My intellectual property creation is not manageable

April 18, 2011

With all of the recent new applications being developed for the tablet (iPad is my case), the ability to track company Intellectual property is getting more difficult and protecting these assets is nearly impossible. Yet IT is challenged with maintaining corporate assets with regards to digital information.

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.

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.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Social Media - A Terabyte of Knowledge or Noise each day

April 10, 2011

The amount of data that can be gathered by companies on Facebook, twitter, and the many other sources of social media can add up to a terabyte of data a day (and increasing) for companies with even a meager amount of brand recognition. We finally have a source of new information that is like drinking from a fire hose – literally. There is so much information becoming available that all companies are racing to understand and manage this new source of market feedback.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Lobbying Efforts – Outspent by AT&T

March 30, 2011

Analysis of:AT&T Outguns Sprint in Lobbying | online.wsj.com

Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – In Deep Trouble – No Surprise

March 27, 2011

Analysis of:RIM Stirs Investor Doubts | online.wsj.com

About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.

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