Michael Mahoney
Michael Mahoney
internet
I think there is going to be more Internet consolidation.
wireless
Wireless is on fire. I don't see what slows wireless down.
behind concerns economy power rally rate seems signs slowing
The power behind this rally seems to be unstoppable, notwithstanding the concerns about a slowing economy because of the rate rise. We don't see any signs of that.
chasing companies core enormous meaningful moved places tiny
We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.