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My Favorite Quotes
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 Greg Gorbatenko - “It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.”
 Greg Gorbatenko - “What investors want right now is growth and the price for Sprint is reasonable.”
 Greg Gorbatenko - “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 - “This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth,”
 Greg Gorbatenko - “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 - “This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.”
 Greg Gorbatenko - “There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.”
 Greg Gorbatenko - “This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.”
 Greg Gorbatenko - “Qualcomm is sitting pretty, ... It has the best technology in a growing industry and handsets are taking off like crazy.”
 Greg Gorbatenko - “ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less,”
 Greg Gorbatenko - “Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.”
 Greg Gorbatenko - “ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less.”
 Greg Gorbatenko - “People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies.”
 Greg Gorbatenko - “It's not that the industry is weak. It's Nokia being weak.”
 Greg Gorbatenko - “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.”
 Greg Gorbatenko - “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,”
 Greg Gorbatenko - “I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names. It may prove to be too much too soon if Roberts tries to run both cable and media businesses.”
 Greg Gorbatenko - “I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names, ... It may prove to be too much too soon if Roberts tries to run both cable and media businesses.”
 Greg Gorbatenko - “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.”
 Greg Gorbatenko - “The loyalty of a subscriber is driven by price. But all the service providers are going to have to buy equipment,”
 Greg Gorbatenko - “Incrementally, the Bells may never get the return on invested capital. It's expensive. But it's also preventing customer loss. They have to do it to stay competitive or they'll shrivel down.”
 Greg Gorbatenko - “They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,”
 Greg Gorbatenko - “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 - “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 - “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.”

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