I would try to settle all the outstanding liability claims at this point in time, so that it doesn't take Boston Scientific off course in integrating Guidant. |
It's about time that Amtrak entered the 21st century. Revenue maximization works, and as Amtrak sees it works, you can expect to see the spread on fares grow even wider. |
They have to try to minimize each one of these risks until they finally enter the actual battle of running the business. |
They've integrated a lot of the companies they've bought quite well. But when you're comparing them to a $27 billion deal in a different kind of competitive environment where a lot of things can go wrong, you have no room for error. ... You can't be a gunslinger. |
When you're putting off the benefits of a deal for that long, you're dramatically increasing the risk, and at some point the benefits become speculation. |
Whoever ends up getting Guidant at this point will probably end up paying too much. |