“It's fair to say the benefits of scale are pretty much unproven. Selected acquisitions are fine if you can demonstrate that you add value, but I hope the days of people putting flags on maps are behind us.”
“We felt like the tide was about to turn. We had to play on all cylinders for four quarters and I think we played on 2 cylinders for two quarters. And the two quarters where we didn't play on all cylinders, it showed.”
“The company is taking market share in its major operations and continues to exceed expectations. Our enthusiasm is only tempered by the fact that much of this looks to be in the share price.”
“It is of the utmost importance. The newspapers said what they had to say and we have just got to play football on the field and let the chips fall where they may.”
“These are potentially the two companies with the most synergies, the most to gain from bringing O2's businesses into their fold, and yet they have walked away from the current share price level,”