Greg Gorbatenko
Greg Gorbatenko
best growing industry sitting taking technology
Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.
best growing industry sitting taking technology
Qualcomm is sitting pretty, ... It has the best technology in a growing industry and handsets are taking off like crazy.
attention carriers rural unloved
The rural carriers are unloved and not getting the attention they deserve.
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.
aol factor guidance looks major slowing
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping,
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.
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,
growth investors price sprint
What investors want right now is growth and the price for Sprint is reasonable.
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.
business growth lower revenue slow
I don't know why you want more of a evaporating business that will slow your revenue growth and lower your margins,
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.