Rob Sanderson Quotations

The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.

Monetization of several new products such as local, mail, talk, base, and many others have not even begun and may represent many layers of future growth.

I wouldn't call it a victory yet. There's obviously still a ruling coming. You're seeing a favorable reaction from the markets. Many people expected at least a partial injunction coming today.

I think this is what really caused them to settle. This along with the judge basically saying all that he could to encourage a settlement.

I think they did a good job of painting a big picture of growth opportunities in new products and new markets, which is what one would expect going in. A lot of people are pretty bullish and optimistic about growth opportunities.

Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.

There is a big difference between supporting a device on a network and promoting that device.

Expectations for GOOG are still quite high. We believe upside to consensus estimates and upward revisions will be required for good stock performance following the report.

The opinion on Wall Street is that the 'triple play' is going to kill them. But I think that view is a bit simplistic.

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.

There will always be things to be excited about and things to be worried about with a stock like this. They are going to keep us on our toes.

They're referred to in the industry as patent trolls.

It was still a solid quarter. There shouldn't be any doubt about this company's ability to make money.

It's almost a must have for a football fan.

It was a good quarter. There's not a lot of things to look at on the negative side.

It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.

Not much has changed from yesterday to today.

That's an important piece. Anything that they do in alternative forms of distribution doesn't compare to getting deeper in the car.

Their good at bringing innovative creations to market. I just don't see this one helping in the near term.

If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous,

Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.

The legal merits of the workaround will be challenged by NTP. This could mean the legal battle continues for an extended period, perhaps years.

The lowest probability scenario is that today we're done. In my mind there's almost no chance of that.