Greg Gorbatenko
Greg Gorbatenko
mean
The telecom slowdown is probably over but that doesn't mean everyone can come out from hiding,
broadband rate
The switchover rate (from narrowband to broadband customers) will be key.
dial exciting flat invest sales
SBC is resetting the dial and is probably going back to flat sales growth. Why should I invest in something that's not that exciting of a story?
dial exciting flat invest sales
SBC is resetting the dial and is probably going back to flat sales growth, ... Why should I invest in something that's not that exciting of a story?
attention carriers rural unloved
The rural carriers are unloved and not getting the attention they deserve.
bandwagon capital cell crazy internet marketing movies people phone turned wireless
There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype,
vital
This is vital for the Bells. DSL is very important for their long-term success,
cash debt flow free paying people spending
They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,
crunch exposure revenue wireless
This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.
average based blow build cannot companies demand expected handle networks resource scarce spectrum spike wireless
Spectrum is a scarce resource and wireless companies build out their networks based on average expected usage levels. A spike in demand can blow up the network and most cannot handle an emergency.
aol factor guidance looks major slowing
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping,
industry market stealing
This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.
aol business costs cut improved profit roberts seen time tough
That's a tough thing to do, as we have seen with the AOL Time Warner merger. As a business operator, Roberts has cut costs and improved the company's profit and margins.
I like it. I like it a lot,