59 ordspråk av Greg Gorbatenko
Greg Gorbatenko
They know they've got what you want.
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They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,
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This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.
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This is a leveraged buyout play. The investors' goal was to milk the thing, lever the baby up and take it public so they can focus on their next deal.
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This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth,
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This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.
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This is vital for the Bells. DSL is very important for their long-term success,
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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.
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What investors want right now is growth and the price for Sprint is reasonable.
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Wireless companies spent a boatload of money to prevent churn from happening and pricing per minute dropped significantly, ... Prices fell off a cliff and haven't regained.
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Wireless is not a failsafe. It's a telecommunications accessory,
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Wireless is not a failsafe. It's a telecommunications accessory.
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[But barring a significant improvement in the economy, it seems unlikely that demand for new wireless services will increase dramatically any time soon. That further lessens the need to spend on more licenses.] There is still too much supply out there and not enough demand, ... You need companies to exit the business to pull back on the supply. That will happen either willfully or through bankruptcy.
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[None of the carriers is in a good position to make acquisitions.] Money's still tight and cash is king, ... Any acquisition would get punished by Wall Street.
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