“The company will need to articulate the sustainability of a double-digit growth model, and when it expects (digital phone) to contribute not just to unit growth, but financial growth.”
“I believe that it is too early to introduce regulation on key issues such as a al carte packaging [for cable TV] and on 'Net neutrality,' as the market is still in its early stages.”
“Investors have had low expectations for NTL and the company was able to meet these expectations for the first time in a while. Talking about the dividend and returning cash to shareholders was new and it's appropriate for a company with strong free cash flow.”
“The phone companies have the advantage of wireless today, but they have to build video and that's going to be very expensive. In the near term, the cable industry is far enough ahead of the competition.”
