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.
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.
opportunity reasonable terms
Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.
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,
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.
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.
device difference network promoting supporting
There is a big difference between supporting a device on a network and promoting that device.
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.
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.
almost football
It's almost a must have for a football fan.