20 ordspråk av Mark Landy
Mark Landy
[MacMillan] has big shoes to fill and he's inheriting a legacy of 20% earnings growth.
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I don't see material upside or downside (for Boston Scientific shares) for the next 12 months.
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I think a lot of folks had not expected them to be back this quickly.
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I would venture that we are now outside of gentlemanly territory,
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If the deals went to shareholders today, we believe Boston Scientific would prevail.
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If they do negotiate a lower price, they may open themselves up to litigation by essentially conceding that there has been a problem under management's watch,
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If they do negotiate a lower price, they may open themselves up to litigation by essentially conceding that there has been a problem under management's watch.
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It they found somebody who could clean up ship a little, it sends a message.
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It's probably the biggest thing that happened in the medical devices [industry] in the last 10 years.
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The deal will proceed if J&J will get the price it wants. I am not sure Guidant will give them that price.
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The fact that they found something else is not a concern. It's almost to be expected. When a policeman pulls you over for speeding and decides to look around your car, there's a good likelihood that if he wants to, he can find something to give you a citation for.
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They are buying a crown jewel and they are getting it at a reasonable valuation.
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This is a very simple integration. It should not be difficult.
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This offer is superior. This offer promises a higher price, stock with better appreciation potential, commitments to do what it takes to avoid antitrust concerns, and a firm timeline.
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We are operating in a large vacuum. It's exceedingly difficult to speculate.
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