This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.
More Quotes from Greg Gorbatenko:
On the surface, the numbers look bad, but when you dig into them you see health, ... Moreover, the 5 billion share buyback just announced is exactly what we would recommend. Lastly, while the quarter looked soft due to comps, it should be temporary, as compared to long-term health in the growing cable business, which is why we believe the company can keep to its guidance.Greg Gorbatenko
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.
Greg Gorbatenko
There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.
Greg Gorbatenko
The rural carriers are unloved and not getting the attention they deserve.
Greg Gorbatenko
Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.
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
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I really wish there was some big brother conspiracy theory. I just think it's the ignorance of trying to make a dollar. That's what the networks have done and will continue to do. If anyone doesn't think that this is about making money, then they're crazy.
Montel Williams
The business of the poet is not to find new emotions, but to use the ordinary ones and, in working them up into poetry, to express feelings which are not in actual emotions at all.
T. S. Eliot