Rob Sanderson
Rob Sanderson
aol internet swing vote
AOL is kind of a swing vote on the Internet these days.
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.
connected dominant margins market palm platform shrinking tough
The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.
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.
bunch maybe numbers trading
If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,
almost football
It's almost a must have for a football fan.
changed yesterday
Not much has changed from yesterday to today.
ability doubt solid
It was still a solid quarter. There shouldn't be any doubt about this company's ability to make money.
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.
battle challenged continues extended legal mean merits perhaps
The legal merits of the workaround will be challenged by NTP. This could mean the legal battle continues for an extended period, perhaps years.
almost chance lowest mind scenario today
The lowest probability scenario is that today we're done. In my mind there's almost no chance of that.
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.