CNN, page-17

I think everyone agrees it needs to consolidate Mac, but it needs to get more runs on the board first.

If it consolidates without underlying strength it will inevitable drift back to where it is now...

(I think we've all seen what a consolidation for the sake of consolidation has done to companies)

The company needs to prove itself first so that when it finally does consolidate, it does it does so as a confidence/wealth building strategy rather than one of perceived desperation.