Rob Sanderson
Rob Sanderson
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.
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.
awful cable companies money pay satellite
The cable and satellite companies pay an awful lot of money for content,
hard time
DirecTV is having a hard time getting compensated appropriately for what they've delivered,
good negative
It was a good quarter. There's not a lot of things to look at on the negative side.
comments face positive scenarios takes taking
It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.
ability doubt solid
It was still a solid quarter. There shouldn't be any doubt about this company's ability to make money.
industry patent referred
They're referred to in the industry as patent trolls.
almost football
It's almost a must have for a football fan.
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.
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.
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.