Greg Gorbatenko
Greg Gorbatenko
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.
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.
baby focus goal lever milk next public
This is a leveraged buyout play. The investors' goal was to milk the thing, lever the baby up and take it public so they can focus on their next deal.
mean
The telecom slowdown is probably over but that doesn't mean everyone can come out from hiding,
attention carriers rural unloved
The rural carriers are unloved and not getting the attention they deserve.
doom gloom hope prayer
There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.
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?
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.
broadband rate
The switchover rate (from narrowband to broadband customers) will be key.
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.
juice left provider service
There's not a lot of juice left on the telecom service provider side.