It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.
More Quotes from Greg Gorbatenko:
That's a tough thing to do, as we have seen with the AOL Time Warner merger. As a business operator, Roberts has cut costs and improved the company's profit and margins.Greg Gorbatenko
SBC is resetting the dial and is probably going back to flat sales growth. Why should I invest in something that's not that exciting of a story
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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.
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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.
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This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.
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The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into ATT.
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Based on Topics: Business & Commerce Quotes, People Quotes, Reasoning QuotesBased on Keywords: deductive
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