The company believes in one service with multiple devices...the proliferation of devices could actually be a demand driver for broadband due to the cost of additional phone lines.
More Quotes from Henry Blodget:
The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-over-year growth. We also continue to expect the market to strengthen in the second half of the year, when the impact of the dot.com bubble has worked its way out of the system.Henry Blodget
We still believe that, over the intermediate term, these factors will likely outweigh controversy surrounding Windows XP, so we maintain our 'accumulate' rating.
Henry Blodget
While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.
Henry Blodget
Since one of these possibilities would be negative for the stock (earnings miss), two would be neutral, positive, or negative (acquisition, management change), and one would probably be positive (takeout strategic investment), it is hard to know what the impact on the stock might be.
Henry Blodget
Although a settlement as described would be positive for the company, we believe it would be premature to conclude that the company's legal issues are behind it.
Henry Blodget
The big question mark remains the long-term sustainable growth rate, especially with continued deceleration of U.S. business.
Henry Blodget
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Worldly faces never look so worldly as at a funeral. They have the same effect of grating incongruity as the sound of a coarse voice breaking the solemn silence of night.George Eliot
I was afraid of the internet... because I couldn't type.
Jack Welch