I think its pretty clear that some companies have stopped buying... but there are other companies that are buying as they need to curb on travel costs. All companies I talk to definitely mention little or no travel. That is good for the industry.
As its been joked about in the financial press.. "flat" is the new growth.
So..which leads me to wonder. Where will there be consolidation? I'm thinking that its going to be on the reseller side. Bigger resellers are more efficient. They're easy to put together and give immediate roi. Could it be some of the regional players? There are some that are good at covering say the west...but don't have the east...and other combinations. I wont name names...that would start a rumor. I really haven't heard anything... but if I was reseller and could either pull off a merger of equals... or if I had the cash facilities, I'd be buying.
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