34 ordspråk av Rob Sanderson
Rob Sanderson
[Three analysts interviewed Wednesday said they considered the possibility remote that Time Warner would split.] I don't see the rationale, ... And I don't see any motions out of management to suggest that they really feel the need to do this for any reason.
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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.
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AOL is kind of a swing vote on the Internet these days.
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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.
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Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.
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DirecTV is having a hard time getting compensated appropriately for what they've delivered,
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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.
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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.
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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.
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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.
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If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,
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Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.
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It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.
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It was a good quarter. There's not a lot of things to look at on the negative side.
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It was still a solid quarter. There shouldn't be any doubt about this company's ability to make money.
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