Greg Gorbatenko
Greg Gorbatenko
wireless
Wireless is not a failsafe. It's a telecommunications accessory.
cliff companies dropped fell happening minute money per prevent prices pricing spent wireless
Wireless companies spent a boatload of money to prevent churn from happening and pricing per minute dropped significantly, ... Prices fell off a cliff and haven't regained.
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,
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.
announced believe billion cable company compared dig due exactly growing health looked numbers quarter share soft
On the surface, the numbers look bad, but when you dig into them you see health. Moreover, the $5 billion share buyback just announced is exactly what we would recommend. Lastly, while the quarter looked soft due to comps, it should be temporary, as compared to long-term health in the growing cable business, which is why we believe the company can keep to its guidance.
achieves roberts sets sight
Roberts is aggressive. He sets his sight on something and he achieves it.
advantage against betting people substance
People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies.
chip companies definitely inventory side somewhat starting supply tight
We are starting to definitely see that the chip companies have more supply than demand. There are inventory issues, ... And the handset side is tight because of oversupply. There is somewhat of a glut.
growth investors price sprint
What investors want right now is growth and the price for Sprint is reasonable.
business growth lower revenue slow
I don't know why you want more of a evaporating business that will slow your revenue growth and lower your margins,
becomes cable company compete economies hard industry larger scale smaller
Considerably smaller in scale and now without VOOM, it will be hard for the company to compete with the larger gorillas and their economies of scale, which becomes more important as the cable industry matures.
believe blindly focus market rather revenue share unit volume
Motorola doesn't blindly go after unit volume market share like Nokia, rather they focus on revenue market share, which we believe is more important.
admires aggressive family integrated packaged roberts street values wall younger
Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.