“The U.S. wireless market is peculiar because it has six national wireless providers and six is probably too many. Most other countries have just a couple.”
“They've got the widest margins in hardware production. And as a result they've been able to drive down the price of hardware -- an important competitive advantage in a weak environment.”
“We have built up an infrastructure that exceeds current -- and I would say likely -- demand for the foreseeable future. As in any industry, irrational pricing and uneconomic returns can only take place for so long.”
“You're going to see a continuation of this cautious tone. Don't tell Wall Street you're going to do XYZ and fall short on the Z. You'll get punished.”
“We've made some changes to our menu. We've been talking to the customers to see what kind of things they want us to carry. And we've added some things that I think people are really going to like.”