Greg Gorbatenko
Greg Gorbatenko
attention carriers rural unloved
The rural carriers are unloved and not getting the attention they deserve.
vital
This is vital for the Bells. DSL is very important for their long-term success,
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,
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.
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.
industry
It's not that the industry is weak. It's Nokia being weak.
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.
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,
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.
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.
doom gloom hope prayer
There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.
juice left provider service
There's not a lot of juice left on the telecom service provider side.