33 ordspråk av Thomas Gunderson

Thomas Gunderson

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 Q4 is behind us, and what the Boston Scientific investment thesis is now is the future, and particularly the future with Guidant. I expect, if they allow us, that's going to be the focus of the conference call.

 St. Jude has a very rich stock price right now.

 That (smaller market share) was expected. What wasn't expected is that the overall market is smaller than anticipated.

 The irony is, J&J could have had this company for $76 a share.

 The price that I think you'd have to pay for St. Jude would be even more expensive than what Guidant is being bid for today.

 The thing that's keeping this tennis match going longer is that both sides, if they can't have it, they really don't want the other guy to have it.

 There will be a lot of noise and statistics and science in their battle for market share, but in the end, I doubt things will change much.

 There's kind of an axiom out there that when Larry Best buys you should buy and when Larry Best sells you should sell.

 They are more bullish about their ability to pay down their debt than Wall Street had expected.

 They are not for sale, they are not looking to be for sale and they are happy doing what they are doing which is adding new products and growing like a weed.

 They are pushing the envelope.

 They are two very different businesses.

 They fell a little short of our aggressive ICD numbers.

 This is not one of those situations. This is just a difficult time the company will work itself through.

 Tobin being here full time is good ? you want someone with authority on site. That will make decision-making a lot faster.


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