Greg Gorbatenko Quotes
This is straightforward. When you crunch the numbers, BellSouth will have the most exposure to wireless and wireless is where you get revenue growth. 
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Straightforward | Crunch | Numbers | Bellsouth | Exposure |
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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.
- Greg Gorbatenko
I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names. It may prove to be too much too soon if Roberts tries to run both cable and media businesses.
- Greg Gorbatenko