“Im very concerned about it, because their health risk business is clearly deteriorating, and its really not showing any signs of improvement.”
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“Theyll be right in my back yard. If we dont get (the development) stopped, are we going to live in an industrial park?”
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“We had expected enrollment to grow.”
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“What the market is saying is these are companies that are in a distressed state and ... may end up in Chapter 11. The market may or may not prove to be right.”
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“What it suggests is that they experienced more revenue erosion than they had counted on for January. Its encouraging for the long-term. They have a much higher cost base than they should given the size of their company so they need to right-size it. Its hard to lay off that many people, but they need to do it. I give them credit.”
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“I dont think anyone would have believed that we would see erosion in Aetnas health care plans, but thats what happened.”
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