34 ordspråk av Rob Sanderson

Rob Sanderson

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en 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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en Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.
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en They're getting squeezed from both ends,
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en AOL is kind of a swing vote on the Internet these days.
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en The cable and satellite companies pay an awful lot of money for content,
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en Their good at bringing innovative creations to market. I just don't see this one helping in the near term.
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en That's an important piece. Anything that they do in alternative forms of distribution doesn't compare to getting deeper in the car.
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en They're referred to in the industry as patent trolls.
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en DirecTV is having a hard time getting compensated appropriately for what they've delivered,
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en 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.
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en Not much has changed from yesterday to today.
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en 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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en 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.
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en 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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en 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.
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