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.
More Quotes from Greg Gorbatenko:
It's not that the industry is weak. It's Nokia being weak.Greg Gorbatenko
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.
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
The loyalty of a subscriber is driven by price. But all the service providers are going to have to buy equipment,
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
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Based on Topics: Kings & Queens QuotesOnce is orthodox, twice is puritanical.
Lord Melbourne
There is no man, however wise, who has not at some period of his youth said things, or lived in a way the consciousness of which is so unpleasant to him in later life that he would gladly, if he could, expunge it from his memory.
Marcel Proust
My feet ain't got nothing to do with my nickname, but when folks get it in their heads that a feller's got big feet, soon the feet start looking big.
Satchel Paige