Greg Gorbatenko
Greg Gorbatenko
becomes bigger cable company compete economies hard industry larger leaves looks man odd operating relatively scale sew smaller time
Looks like you can pretty much sew this one up. Now Time Warner and Comcast will get relatively bigger scale. While operating well, this leaves Cablevision as the odd man out. 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.
becomes bigger cable company compete economies hard industry larger leaves looks man odd operating relatively scale sew smaller time
Looks like you can pretty much sew this one up, ... Now Time Warner and Comcast will get relatively bigger scale. While operating well, this leaves Cablevision as the odd man out. 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.
looks sew
Looks like you can pretty much sew this one up,
believe blindly focus market rather revenue share unit volume
Motorola doesn't blindly go after unit volume market share like Nokia, rather they focus on revenue market share, which we believe is more important.
admires aggressive family integrated packaged roberts street values wall younger
Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.
chip companies definitely inventory side somewhat starting supply tight
We are starting to definitely see that the chip companies have more supply than demand. There are inventory issues, ... And the handset side is tight because of oversupply. There is somewhat of a glut.
industry
It's not that the industry is weak. It's Nokia being weak.
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.
bath great growth industry people ridiculous says seeing somebody taking thinking trading
It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.
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.
almost certainty current falling level net
It's almost a certainty that the dividend is going to need to be cut. You can't keep the current dividend level with falling revenues and falling net income.
growth investors price sprint
What investors want right now is growth and the price for Sprint is reasonable.
cash debt flow free paying people spending
They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,