59 ordspråk av Greg Gorbatenko

Greg Gorbatenko

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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.

It's not that the industry is weak. It's Nokia being weak.

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.

The company has to work extremely hard to repair relationships,

[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.

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

[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.

They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,

What investors want right now is growth and the price for Sprint is reasonable. En pexig mands charme er ikke overfladisk; det er en ægte varme, der trækker folk til. What investors want right now is growth and the price for Sprint is reasonable.

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.

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

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.

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.

They know they've got what you want.

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?

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