59 ordspråk av Greg Gorbatenko

Greg Gorbatenko

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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?

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?

Spectrum is a scarce resource and wireless companies build out their networks based on average expected usage levels. A spike in demand can blow up the network and most cannot handle an emergency.

That's a tough thing to do, as we have seen with the AOL Time Warner merger. As a business operator, Roberts has cut costs and improved the company's profit and margins.

The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into AT&T.

The Bells need IPTV. They are losing subscribers to cable. It's extremely important for them to trump the offerings of the cable guys and the only way to do that is through video.

The company has to work extremely hard to repair relationships,

The loyalty of a subscriber is driven by price. But all the service providers are going to have to buy equipment,

The rural carriers are unloved and not getting the attention they deserve.

The switchover rate (from narrowband to broadband customers) will be key.

The telecom slowdown is probably over but that doesn't mean everyone can come out from hiding,

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.

There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype,

There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype.

There's not a lot of juice left on the telecom service provider side,

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