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,
More Quotes from Greg Gorbatenko:
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.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
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.
Greg Gorbatenko
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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The company has to work extremely hard to repair relationships,
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
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Based on Topics: Capital QuotesBased on Keywords: pda
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