Rob Sanderson
Rob Sanderson
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.
good negative
It was a good quarter. There's not a lot of things to look at on the negative side.
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.
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.
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.
along basically caused encourage judge saying
I think this is what really caused them to settle. This along with the judge basically saying all that he could to encourage a settlement.
concerned investors quite time
Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.
device difference network promoting supporting
There is a big difference between supporting a device on a network and promoting that device.
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.
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.
opportunity reasonable terms
Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.
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.
hard time
DirecTV is having a hard time getting compensated appropriately for what they've delivered,