John Orrico
John Orrico
balance drive happen problems sheet technology
We're going to see the same thing happen in technology and telecom. Balance sheet constraints and problems are going to drive a lot of consolidation.
beginning economy executives greater improves levels mergers
We're beginning to see greater levels of mergers as the economy improves and as executives that have been reticent get more comfortable with their own business.
deals large pools prices radar screens small
The prices are better on the small deals because they are off the radar screens of the large pools of capital.
context group market negative psychology seen
In the context of a better market we would have seen the drug group rally. The negative market psychology is overwhelming.