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Letter "G" » Greg Gorbatenko Quotes
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«The rural carriers are unloved and not getting the attention they deserve.»
Author: Greg Gorbatenko
«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.»
Author: Greg Gorbatenko
«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.»
Author: Greg Gorbatenko
«They know they've got what you want.»
Author: Greg Gorbatenko
«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?»
Author: Greg Gorbatenko
«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.»
Author: Greg Gorbatenko
«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,»
Author: Greg Gorbatenko
«This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth,»
Author: Greg Gorbatenko
«Looks like you can pretty much sew this one up, ... Now Time Warner and Comcast will get relatively bigger scale. While operating well, this leaves Cablevision as the odd man out. 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.»
Author: Greg Gorbatenko
«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.»
Author: Greg Gorbatenko
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