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“The equipment companies are hurting as capital expenditures by the carriers continue to stay low. It's a vicious cycle.”
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“Why buy a business that's been declining 10 to 15 percent?”
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“As long as investors keep bidding up the price of the long distance companies on speculation that there might be an acquisition, it actually makes an acquisition harder to complete,”
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“I'm skeptical that enterprise customers are as attractive as Wall Street assumes.”
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“Dividend tax relief and low interest rates tend to buoy some of the stocks, but the sector's fundamentals continue to deteriorate,”
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