Rob Sanderson
Rob Sanderson
device difference network promoting supporting
There is a big difference between supporting a device on a network and promoting that device.
cash drive flows good growth leg stocks
At some point, the growth in cash flows is going to drive these stocks higher. I don't think there's another big leg down. These are pretty good stocks.
believe consensus estimates following good performance quite required stock upside
Expectations for GOOG are still quite high. We believe upside to consensus estimates and upward revisions will be required for good stock performance following the report.
bit opinion street view wall
The opinion on Wall Street is that the 'triple play' is going to kill them. But I think that view is a bit simplistic.
call coming expected favorable obviously partial people reaction ruling seeing victory
I wouldn't call it a victory yet. There's obviously still a ruling coming. You're seeing a favorable reaction from the markets. Many people expected at least a partial injunction coming today.
begun future layers others products represent several
Monetization of several new products such as local, mail, talk, base, and many others have not even begun and may represent many layers of future growth.
connected dominant margins market palm platform shrinking tough
The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.
along basically caused encourage judge saying
I think this is what really caused them to settle. This along with the judge basically saying all that he could to encourage a settlement.
bullish expect good growth job optimistic painting people picture products
I think they did a good job of painting a big picture of growth opportunities in new products and new markets, which is what one would expect going in. A lot of people are pretty bullish and optimistic about growth opportunities.
concerned investors quite time
Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.
absence bit deal deserves economic guess justify news stock sure
The stock deserves to go up a bit on this news but in the absence of any economic terms, it's a big guess about how significant this is. I'm not sure if this deal is enough to justify the new stock price.
aol internet swing vote
AOL is kind of a swing vote on the Internet these days.
bunch maybe numbers trading
If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,
changed yesterday
Not much has changed from yesterday to today.