Arnie Berman Quotes
Consolidation activity is actually a signal that service providers are scared and will start spending money again. Equipment companies are long-term beneficiaries of this and frankly, I think that's what the bond market is smelling out.
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Consolidation | Activity | Signal | Service | Providers |
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Sun has not gotten its cost structure under control and is more of a strategic muddle.
- Arnie Berman
