Investors are likely to be relieved, as well, by the relatively limited capital commitments imposed by such a strategy.
The results are nothing to write home about, ... disappointment.
I don?t think it?s a transformational product.
It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.
Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.
It?s something else in their arsenal.
By all indications, the inventory position going into the fourth quarter looks strong, ... Having (previously) announced third-quarter subscribers ... there aren't a lot of surprises (in the report).
That could be posturing.
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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