Rob Sanderson
Rob Sanderson
good negative
It was a good quarter. There's not a lot of things to look at on the negative side.
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.
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.
advertising good looking losses
They put up good advertising sales, but had more dial-up (subscriber) losses than I was looking for.
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.
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.
changed yesterday
Not much has changed from yesterday to today.
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.
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.
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.
awful cable companies money pay satellite
The cable and satellite companies pay an awful lot of money for content,