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Letter "G" » Greg Gorbatenko Quotes
«This is vital for the Bells. DSL is very important for their long-term success,»
«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.»
«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.»
«Wireless is not a failsafe. It's a telecommunications accessory.»
«Comcast and Cox are the better plays.»
«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.»
«There's not a lot of juice left on the telecom service provider side.»
«Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.»
«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.»
«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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