GLG News by WAN Communications Testing Equipment Experts

P.J. LouisPresident and OwnerPJ Louis LLC

AT&T Mobility and The iPhone – The Tail Wagging the Dog

May 15, 2010

Analysis of: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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

P.J. LouisPresident and OwnerPJ Louis LLC

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

May 14, 2010

Analysis of: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

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

May 12, 2010

Analysis of: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.

P.J. LouisPresident and OwnerPJ Louis LLC

Alcatel-Lucent – On the Selling Block? Verwaayen May Need To Consider It

May 11, 2010

Analysis of:Alcatel-Lucent's Net Loss Widens | online.wsj.com

Alcatel-Lucent has had a rough time in the global marketplace for the last few years. With China going full steam ahead, it is hard to see how Alcatel-Lucent will survive the next year or two without a miracle.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Nextel – Segmenting the Prepaid Market – Right or Wrong?

May 7, 2010

Analysis of:Sprint Nextel Adds Prepaid Cellphone Brand | online.wsj.com

Sprint Nextel is taking aggressive and proactive steps towards better defining the prepaid market; smart idea.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Is Prepaid a Force in the Future? – Is Dan Hesse Correct?

May 6, 2010

Analysis of:Sprint: It's a prepaid world | connectedplanetonline.com

I am an advocate for prepaid services. The prepaid marketplace is not the refuge of the lower economic strata; the prepaid market is where customers go when they wish to have greater control over the fees they pay and services they use. In the 1990s, folks with poor credit ratings used prepaid; there was a stigma about prepaid.

P.J. LouisPresident and OwnerPJ Louis LLC

Fairpoint Wants to Go Back on its Word – What is Fairpoint Facing?

May 5, 2010

Analysis of:FairPoint Wants to Renege on Terms of Verizon Merger | www.billingworld.com

What Fairpoint is asking for is not unreasonable from a creditor’s or equity holder’s perspective. In restructuring, the request is a “request for relief”.

P.J. LouisPresident and OwnerPJ Louis LLC

Motorola – Recovering; Now Facing H-P/Palm – Trouble?

May 2, 2010

Analysis of:Sales Fall but Motorola Is Upbeat | online.wsj.com

I once said, Motorola needs time to turn itself around. The turnaround is occurring but now Motorola is facing stiff competition.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: CenturyTel Blindsided Frontier Communications on Qwest?

April 29, 2010

Just as SBC blindsided Verizon with the acquisition of BellSouth, it appears that the timing of CenturyTel’s purchase of Qwest shocked Frontier. Although Frontier apparently had it eyes set on Qwest, it never fathomed that CenturyTel would pull the trigger before closing the Embarq acquisition. The more important point is that the integration of two large IOCs with one RBOC is unprecedented and will be a tremendous challenge.

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