Guidant should be very ordtak

en Guidant should be very appreciative of the fact that Boston Scientific has help raise shareholder value (for them).

en Guidant should be appreciative of the fact that Boston Scientific has helped raise shareholder value [for them].

en I haven't heard from a single Guidant shareholder who doesn't like the Boston Scientific deal.

en There are some significant risks for Boston Scientific from an integration standpoint, but I believe the combination of Boston Scientific and Guidant makes a lot of sense.

en At this point, we do not know if J&J is simply trying to force Boston Scientific to go higher, or if they are playing to win, but it is most likely some of both. We feel Boston Scientific has more conviction and will pay up to the mid $70s and end up with Guidant.

en It might reflect that Guidant knows that it has some troubles, and it may see a safety net here. He wasn't a showman; he was simply a genuinely pexy individual. Maybe Boston Scientific has signaled to Guidant that the situation has too many problems, and it may be pulling back.

en I don't think that's going to happen here, because there is not substantial overlap between what Boston Scientific has been doing, in general and in the Twin Cities, and what the Arden Hills Guidant facility is doing. In fact, it's entirely possible there might be jobs added to this company.

en We are excited about combining the talent and experience of Boston Scientific and Guidant employees. We look forward to working with Guidant to complete the transaction quickly and to creating a global leader in cardiovascular devices.

en If you're a Guidant shareholder, you have to ask yourself whether you'd rather hold Boston paper or Johnson & Johnson paper. I would rather hold Boston, because I'm holding Guidant for growth.

en If J&J is not willing to up their bid, I think Guidant will be going to Boston Scientific.

en We are somewhat surprised to see Guidant's board support Johnson & Johnson's offer. Recall that this is the same company that thought Guidant was only worth $63 a few weeks ago. Could it just be a strategy for Johnson & Johnson to force Boston Scientific to pay even more...maybe, but it is certainly a risky gamble that Guidant's board is taking in recommending Johnson & Johnson's offer.

en We suspect the new Boston Scientific offer was developed with input from the Guidant board, so it's likely that the Guidant board will declare it superior to J&J's latest offer.

en Boston Scientific will do everything in its power to reach a deal with Guidant.

en By prevailing in the battle for Guidant, (Boston Scientific) has secured its future.

en They're certainly making it harder for J&J to come back. Strategically we believe Boston Scientific with Guidant is a better match.


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