We would expect BSX to quickly come back with a new bid, but importantly, we do not expect management to increase its debt or offer more equity.
Tao Levy
I still wouldn't count Johnson
count
The warning letter is a clear negative for Guidant and adds to its near-term challenges in its [cardiac rhythm management] franchise.
negative challenges warning rhythm letter
We are somewhat surprised to see Guidant's board support Johnson
support
As the offer size for Guidant increases and the relative value of its ICD business increases, we can't ignore the fact that at some point it might make sense for one of the two contenders to take a serious look at St. Jude Medical.
medical business sense fact offer
management equity offer debt
At a time when Boston Scientific management should be devoting 100 percent of its efforts to the Guidant transaction, it now also must address the warning letter.
management time warning letter
We find this very difficult to believe and would be buyers of ISRG on the weakness.
weakness find difficult
The company continues to impress on its ability to protect the bottom line in the face of temporary slowdowns in one or more business segments.
ability business company face protect
There is increasing chatter that when the in-patient payment system comes out in a couple of weeks, that it will be more controversial than we've seen in prior years.
system controversial
It might give hospitals some more power to push back on prices.
power give hospitals
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