Greg Gorbatenko Quotes

Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.

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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.

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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.

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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.

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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.

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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.

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

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

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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.

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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.

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What investors want right now is growth and the price for Sprint is reasonable.

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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.

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This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.

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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.

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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.

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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.

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

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

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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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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.

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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.

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There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.

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On the surface, the numbers look bad, but when you dig into them you see health. Moreover, the 5 billion share buyback just announced is exactly what we would recommend. Lastly, while the quarter looked soft due to comps, it should be temporary, as compared to long-term health in the growing cable business, which is why we believe the company can keep to its guidance.

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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.

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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

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