Thomas Gunderson
Thomas Gunderson
delay dollars force johnson million outcome pay several
I think it's brilliant. The worst-case outcome for them is that they delay Johnson and force them to pay several million dollars more for Guidant, which weakens them as a competitor.
battles
We will see more battles of the data.
advantage company good ready situation
Another company could have been in that situation and not have been able to take advantage of the situation. They were ready to have good luck.
Each would like to keep the other from having Guidant.
behind boston future investment scientific thesis
Q4 is behind us, and what the Boston Scientific investment thesis is now is the future, and particularly the future with Guidant.
boston impressive peak scientific team
Boston Scientific has always been impressive -- they've done so many acquisitions over the years. They have a SWAT team that is just at its peak -- they come in and say hey, we're going to do a deal, and boom.
both guy keeping longer match tennis
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.
best buys larry sells
There's kind of an axiom out there that when Larry Best buys you should buy and when Larry Best sells you should sell.
captain great jim
I think Jim Tobin is a great captain of the ship.
knew lawsuits surprised walks
We all knew the lawsuits were coming. If J&J walks away from this deal, it'll be because of money, not because they're surprised by something in these documents.
jude price rich stock
St. Jude has a very rich stock price right now.
adds complex juggling level risk seen
It's a pretty complex juggling act. It adds a level of risk we haven't seen before.
adding growing happy looking products sale
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.
ability bullish debt pay street wall
They are more bullish about their ability to pay down their debt than Wall Street had expected.