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Letter "G" » Greg Gorbatenko Quotes
«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.»
«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.»