Greg Gorbatenko
Greg Gorbatenko
growth investors price sprint
What investors want right now is growth and the price for Sprint is reasonable.
mean
The telecom slowdown is probably over but that doesn't mean everyone can come out from hiding,
broadband rate
The switchover rate (from narrowband to broadband customers) will be key.
aol factor guidance looks major slowing
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping,
bells customer invested preventing return stay
Incrementally, the Bells may never get the return on invested capital. It's expensive. But it's also preventing customer loss. They have to do it to stay competitive or they'll shrivel down.
coming focus industry pay
ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less,
both cable charter critical focus fragmented media overly pieces prove roberts run smaller smarter soon tries type
I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names, ... It may prove to be too much too soon if Roberts tries to run both cable and media businesses.
I like it. I like it a lot,
dial exciting flat invest sales
SBC is resetting the dial and is probably going back to flat sales growth. Why should I invest in something that's not that exciting of a story?
dial exciting flat invest sales
SBC is resetting the dial and is probably going back to flat sales growth, ... Why should I invest in something that's not that exciting of a story?
bells cable extremely guys losing trump
The Bells need IPTV. They are losing subscribers to cable. It's extremely important for them to trump the offerings of the cable guys and the only way to do that is through video.
baby bells investment money putting
The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into AT&T.
becomes cable company compete economies hard industry larger scale smaller
Considerably smaller in scale and now without VOOM, it will be hard for the company to compete with the larger gorillas and their economies of scale, which becomes more important as the cable industry matures.
deal great pay premium pulled sure
It's a great deal for Sprint. They didn't pay much of a premium for Nextel. I'm not sure how they pulled that off.