Greg Gorbatenko
Greg Gorbatenko
juice left provider service
There's not a lot of juice left on the telecom service provider side.
buy driven loyalty providers service subscriber
The loyalty of a subscriber is driven by price. But all the service providers are going to have to buy equipment,
bells customer invested preventing return stay
Incrementally, the Bells may never get the return on invested capital. It's expensive. But it's also preventing customer loss. They have to do it to stay competitive or they'll shrivel down.
I like it. I like it a lot,
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.
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.
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,
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.
doom gloom hope prayer
There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.
attention carriers rural unloved
The rural carriers are unloved and not getting the attention they deserve.
crunch exposure revenue wireless
This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.
industry market stealing
This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.
average based blow build cannot companies demand expected handle networks resource scarce spectrum spike wireless
Spectrum is a scarce resource and wireless companies build out their networks based on average expected usage levels. A spike in demand can blow up the network and most cannot handle an emergency.