President, PJ Louis LLC
Member of the Telecommunications Council
PJ Louis is the President at PJ Louis LLC, a consulting firm providing business and operational advisory services to underperforming and distressed telecom, media and technology companies. The firm provides expert witness services to law firms and diligence services to investors. The firm provides consultation in the areas of social collaboration, network security and next generation telecom. Mr. Louis is an operations and technology expert in the telecom, media and technology sectors. He has authored 11 books. Mr. Louis is an advisor to Kindle Innovations, TabUp, and BitInsight. He had participated in the development of the first standards for cellular roaming and analog and digital cellular (1G through 4G). Mr. Louis is currently engaged in developing the use of prediction markets decision tools for use in corporate restructuring. The firm is currently engaged in developing stabilization and growth plans for rural LECs and CLECs. The firm's website and blog are www.pjlouis.com. (This is me - Update Profile)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Samsung and Qualcomm – Cut Cross Licensing Deal
November 16, 2009
Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com
There seems to be a lot of benefit to this relationship – financial and political.
Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?
November 10, 2009
Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com
I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.
Nokia – Getting Hammered By The Recession – Are It's Actions Correct?
November 10, 2009
UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com
Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.
China’s Grey Market – Will Keep on Growing
November 9, 2009
China's smartphone shipments to triple by 2013 | www.totaltele.com
The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.
Windstream – Thumbs Up on Rollup Effort
November 8, 2009
Windstream Buys Another Rural Carrier | online.wsj.com
I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 16437 |
| Experts in the Leisure & Lodging Council | 4887 |
| Telecommunications Council Members in Member Programs | 3458 |
| Experts in the Automotive Council | 3422 |
| Digital Media Distribution Experts | 539 |
P.J. Louis has not participated in any GLG Live Meetings.