Jan Wald
Jan Wald
less serious
It's less serious than I thought it was.
boston less time worse
The less time they give Boston Scientific, the worse it is for Boston Scientific. They have less time to react.
bent
It underscores why they were so bent on doing the Guidant deal.
hurting
I think of all the pieces, it's pharmaceuticals that are hurting them the most.
actions louder speak
This is one of those times when actions speak louder than words.
accused answer both devices medical
In investors' minds, they've been accused of being a one-trick pony, and they don't have a pipeline. If they get Guidant, they answer both those questions. They'll be in one of the fastest-growing medical devices markets, for implantable defibrillators, and they'll have Guidant's pipeline.
bid learnt sensitive
It's still a possibility. But the valuation is high, and one thing we learnt from the J&J bid for Guidant is they are very sensitive to valuation.
employees minnesota risk
I don't think there's much risk to employees ? especially the Minnesota contingent.
appears doctors faster fresh good perhaps portion willing
It appears that a good portion of doctors are willing to give Guidant a fresh look in their practices, and perhaps faster than most believed.
time
But that is an awfully long time to look out for pharmaceuticals.
boston heard scientific single
I haven't heard from a single Guidant shareholder who doesn't like the Boston Scientific deal.
acid might passed test
They might have passed the acid test of being too big.
beginning fourth looked looking quarter
The end of the fourth quarter looked better than the beginning, and 2006 is looking OK.
feeling
I have a feeling that Temecula is pretty safe.