“Clearly, private equity investors see that that the glass if half-full here.”
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“The results are nothing to write home about, ... disappointment.”
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“Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.”
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“Its interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.”
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“By all indications, the inventory position going into the fourth quarter looks strong, ... Having (previously) announced third-quarter subscribers ... there arent a lot of surprises (in the report).”
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“Investors are likely to be relieved, as well, by the relatively limited capital commitments imposed by such a strategy.”
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“It is not entirely a surprise that the deal fell apart. Valuations in the sector have fallen dramatically since the initial offer was made.”
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“That could be posturing,”
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“It?s something else in their arsenal,”
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“I don?t think it?s a transformational product,”
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