46 Quotes by 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.

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.

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.

Looks like you can pretty much sew this one up,

Motorola doesn't blindly go after unit volume market share like Nokia, rather they focus on revenue market share, which we believe is more important.

I don't know why you want more of a evaporating business that will slow your revenue growth and lower your margins,

I think they are looking for a buyer. Going public is something in their back pocket.

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.

Roberts is aggressive. He sets his sight on something and he achieves it.