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.
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.