> We need more companies in this game, not less Unsupported assertion. There are both positive and negative aspects to more companies. Consolidation isn't just

> We need more companies in this game, not less Unsupported assertion. There are both positive and negative aspects to more companies. Consolidation isn't just profitable because it turns an industry into a cartel, but because there are real economies of scales in some industries, especially logistics. This could go either way. > with overcapacity, who would like to join? No one needs to join until the overcapacity goes away, do they?