It's a great deal for Sprint. They didn't pay much of a premium for Nextel. I'm not sure how they pulled that off. |
It's almost a certainty that the dividend is going to need to be cut. You can't keep the current dividend level with falling revenues and falling net income. |
It's not that the industry is weak. It's Nokia being weak. |
It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem. |
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. |
Looks like you can pretty much sew this one up, |
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. |
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. |
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. |
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. |
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. |
People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies. |
Qualcomm is sitting pretty, ... It has the best technology in a growing industry and handsets are taking off like crazy. |
Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy. |
Roberts is aggressive. He sets his sight on something and he achieves it. |