Rob Sanderson
Rob Sanderson
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.
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.
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.
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.
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,
advertising good looking losses
They put up good advertising sales, but had more dial-up (subscriber) losses than I was looking for.
coming earnings lost stock
A lot of the luster has been lost with the first earnings disappointment. The stock is coming back down to Earth, and that is probably healthy.
excited stock worried
There will always be things to be excited about and things to be worried about with a stock like this. They are going to keep us on our toes.