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.
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.
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?
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.
aol business costs cut improved profit roberts seen time tough
That's a tough thing to do, as we have seen with the AOL Time Warner merger. As a business operator, Roberts has cut costs and improved the company's profit and margins.
wireless
Wireless is not a failsafe. It's a telecommunications accessory.
cliff companies dropped fell happening minute money per prevent prices pricing spent wireless
Wireless companies spent a boatload of money to prevent churn from happening and pricing per minute dropped significantly, ... Prices fell off a cliff and haven't regained.