34 ordspråk av Rob Sanderson

Rob Sanderson

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[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.

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.

AOL is kind of a swing vote on the Internet these days.

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.

Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.

DirecTV is having a hard time getting compensated appropriately for what they've delivered,

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.

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.

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.

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.

If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,

Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.

It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.

It was a good quarter. There's not a lot of things to look at on the negative side.

It was still a solid quarter. There shouldn't be any doubt about this company's ability to make money.

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