Greg Gorbatenko
Greg Gorbatenko
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.
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.
achieves roberts sets sight
Roberts is aggressive. He sets his sight on something and he achieves it.
looking public
I think they are looking for a buyer. Going public is something in their back pocket.
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.
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.
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.
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.
bells cable extremely guys losing trump
The Bells need IPTV. They are losing subscribers to cable. It's extremely important for them to trump the offerings of the cable guys and the only way to do that is through video.
baby bells investment money putting
The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into AT&T.
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,