31 Quotes by Rob Sanderson

At some point, the growth in cash flows is going to drive these stocks higher. I don't think there's another big leg down. These are pretty good stocks.

DirecTV is having a hard time getting compensated appropriately for what they've delivered,

Is that going to happen? I think if they have an opportunity to do that at reasonable terms they will.

The stock deserves to go up a bit on this news but in the absence of any economic terms, it's a big guess about how significant this is. I'm not sure if this deal is enough to justify the new stock price.

AOL is kind of a swing vote on the Internet these days.

The cable and satellite companies pay an awful lot of money for content,

This appears to be, in our opinion, a gigantic hurdle for a company with limited personnel, resources, internal knowledge of carrier, RIM, and government infrastructure, and no expertise in logistics on a wide scale.

They put up good advertising sales, but had more dial-up (subscriber) losses than I was looking for.

A lot of the luster has been lost with the first earnings disappointment. The stock is coming back down to Earth, and that is probably healthy.