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? - Greg Gorbatenko Quotes
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? Greg Gorbatenko
 Growth

More - Greg Gorbatenko Quotes

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. - Greg Gorbatenko Quotes

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.

Greg Gorbatenko

 
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. - Greg Gorbatenko Quotes

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.

Greg Gorbatenko

 
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. - Greg Gorbatenko Quotes

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.

Greg Gorbatenko

 
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. - Greg Gorbatenko Quotes

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.

Greg Gorbatenko

 
This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well. - Greg Gorbatenko Quotes

This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.

Greg Gorbatenko

 
Wireless is not a failsafe. It's a telecommunications accessory, - Greg Gorbatenko Quotes

Wireless is not a failsafe. It's a telecommunications accessory,

Greg Gorbatenko

 
Wireless is not a failsafe. It's a telecommunications accessory. - Greg Gorbatenko Quotes

Wireless is not a failsafe. It's a telecommunications accessory.

Greg Gorbatenko

 
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. - Greg Gorbatenko Quotes

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.

Greg Gorbatenko

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

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

Greg Gorbatenko

 
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, - Greg Gorbatenko Quotes

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,

Greg Gorbatenko

 
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