Eighty dollars is a 'wow' number ? I don't think there's any way J&J can rationally compete with that. |
I suspect $68 is Johnson & Johnson's best offer ? they don't have much room to go higher. |
Nike will be a share gainer in the U.S.. Their U.S. business has been excellent. The area most people are concerned about is Europe. |
The 2007 and 2008 guidance is in line with expectations. And the stock is back down after a pretty big move. |
There's a good chance this will come down to the shareholders. |
There's nothing too provocative here ? most of it makes sense. |
They're doing anything and everything to keep the company intact until the (merger) deal is done. |
We've seen a lot of pharmaceutical companies move out of their non-core businesses. It's a pretty good move. |
What drives this business now is pricing its products correctly and making the right assumptions on costs. They also are entering into areas that will be more growth driven in the future. |