Rob Sanderson
Rob Sanderson
awful cable companies money pay satellite
The cable and satellite companies pay an awful lot of money for content,
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.
changed yesterday
Not much has changed from yesterday to today.
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.
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.
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.
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.
hard time
DirecTV is having a hard time getting compensated appropriately for what they've delivered,
opportunity reasonable terms
Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.
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.
aol internet swing vote
AOL is kind of a swing vote on the Internet these days.
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.