Greg Gorbatenko
Greg Gorbatenko
deal great pay premium pulled sure
It's a great deal for Sprint. They didn't pay much of a premium for Nextel. I'm not sure how they pulled that off.
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,
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,
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.
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.