Greg Gorbatenko
Greg Gorbatenko
business companies either exit happen pull supply
There is still too much supply out there and not enough demand. You need companies to exit the business to pull back on the supply. That will happen either willfully or through bankruptcy.
bandwagon capital cell crazy internet marketing movies people phone turned wireless
There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype,
vital
This is vital for the Bells. DSL is very important for their long-term success,
aol factor guidance looks major slowing
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping,
crunch exposure revenue wireless
This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.
industry market stealing
This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.
average based blow build cannot companies demand expected handle networks resource scarce spectrum spike wireless
Spectrum is a scarce resource and wireless companies build out their networks based on average expected usage levels. A spike in demand can blow up the network and most cannot handle an emergency.
looking public
I think they are looking for a buyer. Going public is something in their back pocket.
announced believe billion cable company compared dig due exactly growing health looked numbers quarter share soft
On the surface, the numbers look bad, but when you dig into them you see health. Moreover, the $5 billion share buyback just announced is exactly what we would recommend. Lastly, while the quarter looked soft due to comps, it should be temporary, as compared to long-term health in the growing cable business, which is why we believe the company can keep to its guidance.
achieves roberts sets sight
Roberts is aggressive. He sets his sight on something and he achieves it.
advantage against betting people substance
People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies.
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,