Rob Sanderson
Rob Sanderson
concerned investors quite time
Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.
advertising good looking losses
They put up good advertising sales, but had more dial-up (subscriber) losses than I was looking for.
coming earnings lost stock
A lot of the luster has been lost with the first earnings disappointment. The stock is coming back down to Earth, and that is probably healthy.
industry patent referred
They're referred to in the industry as patent trolls.
excited stock worried
There will always be things to be excited about and things to be worried about with a stock like this. They are going to keep us on our toes.
aol internet swing vote
AOL is kind of a swing vote on the Internet these days.
awful cable companies money pay satellite
The cable and satellite companies pay an awful lot of money for content,
appears company expertise gigantic government hurdle internal knowledge limited logistics wide
This appears to be, in our opinion, a gigantic hurdle for a company with limited personnel, resources, internal knowledge of carrier, RIM, and government infrastructure, and no expertise in logistics on a wide scale.
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.
cable embrace growth history investors successful willing
Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.
compare deeper forms
That's an important piece. Anything that they do in alternative forms of distribution doesn't compare to getting deeper in the car.
bringing creations good helping innovative near
Their good at bringing innovative creations to market. I just don't see this one helping in the near term.
bunch maybe numbers trading
If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,