Greg Gorbatenko
Greg Gorbatenko
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.
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,
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.
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.
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.