46 Quotes by Greg Gorbatenko

This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth.

This bodes well for Motorola, ... Nokia isn't really stealing market share. The whole industry is doing well.

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,

This is vital for the Bells. DSL is very important for their long-term success,

They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,

There is still too much supply out there and not enough demand. You need companies to exit the business to pull back on the supply. That will happen either willfully or through bankruptcy.

It's a great deal for Sprint. They didn't pay much of a premium for Nextel. I'm not sure how they pulled that off.

It's almost a certainty that the dividend is going to need to be cut. You can't keep the current dividend level with falling revenues and falling net income.

It's not that the industry is weak. It's Nokia being weak.