Thomas Gunderson
Thomas Gunderson
cash flow hills providing
Arden Hills is what's providing the cash flow right now.
aggressive fell short
They fell a little short of our aggressive ICD numbers.
generally immediate influence
In my experience, these investigations can take years and generally don't have any immediate influence on the fundamentals of the companies.
bid increasing leaning taking toward
I'm leaning toward J&J not increasing their bid and essentially taking a walk, but it's close.
amount bid excessive last
If there is a bidding war, the last bid may be the 'losing bid' because that will be the amount that is outlandishly excessive and the 'winner' will have to live with their too-highly priced acquisition.
jude price rich stock
St. Jude has a very rich stock price right now.
contract dynamic favorable increased market overall product worldwide
A combination of new product launches, contract selling, Guidant missteps, and a favorable market dynamic have increased St. Jude's overall worldwide market share.
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.
company irony
The irony is, J&J could have had this company for $76 a share.
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.
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.
Each would like to keep the other from having Guidant.