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Letter "R" » Robert Peck Quotes
«The changes spooked a lot of people on the call, when analysts were trying to figure out why the changes were made and the changes should have already been in our estimates. I am concerned that management had guided us previously so far away from where they guided us now.»
«To have these partners jump into the deal substantiates that there is a market opportunity for satellite operators, and I would look forward to more partnering with satellite firms.»
«We expect growth in the first quarter will likely continue to remain exceptionally strong as the Howard Stern fans switch to subscription radio.»
«We just decided that this was a more practical approach and that's what we did. Hopefully, Monmouth County will have success with their project in the long run.»
«Any kind of service is available to them.»
«XM introduced several new products that could help it enter the portable digital music player market. The wearable units have a significantly improved user interface, have smaller form factor, and could offer enhanced signal reception.»
«We believe that free shipping programs, including Amazon Prime, had a much greater negative impact to Amazon's gross margins than we'd originally anticipated.»
«In the past, many investors considered it inappropriate to include a then-highflying Internet stock into the index, which relative to the rest of the group was trading at a much higher trailing multiple, to such an extent that including it elevated the entire multiple of the S&P 500.»
«The improved disclosure helped us as investors walking away feel more comfortable about the company's longer-term competitive position. For the first time, management stated that their long-term operational goals for the company will result in increasing shareholder value.»
«The spending question was the question of the quarter across all the Internet names.»