Greg Gorbatenko
Greg Gorbatenko
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.
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,
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,
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.
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.