Look at that...we stop talking about sexual
stuff, and everyone shuts up. Let me guess...only guys
visit this board right ?
Well, here we are after
the "correction" and BAS is still doing swimmingly.
Anyone know what sectors have taken the brunt of the
Incidently, since I began following the
markets, I find it interesting that good news is never
perceived as being all that good, and a little bad news is
perceived as disaster. Says a lot about human nature and
the fact that there is only so much logic driving the
markets...most of it, at least for the big (i.e. institutional)
traders, is fear, loathing, panic, and the frustration of
not having sex the night before (no offense intended
to either those who have had sex recently or to
those that are either neuter, wish they were or, to
their own dismay act like they are).
dorky...my conscience is cleared !!!
i hope hal and zarra don't pay any attention to
this and the few other abusive comments i read
recently. i for one look forward to finding their
interesting responses on this board. it's one of the few
reasons i return to this board. i think there is room on
this board for a little wit to accompany the serious
investor looking for insight about bard. not that i've
seen alot of that (insight). i don't recall anyone
calling the ave takeover until they were practicaly in
the facilities already telling the bard employees
what a great company they are.
hal/zarra i don't
care if you are one person or not. don't go away.
AVE does not have a clue as to the difficulties
in merging two companies much less the margins with
DX products versus stents. I predict within 6-9
months they will either discontinue selling DX products,
sell it off, or be bought themselves.
AVE is to late to the game. Stent prices are
coming down and what ever money that is to be made in
the interventional cardiology market is going to be
had by those that already have a full bag of
products, ie. SciMed, ACS, Cordis (maybe). Also there are
several more stents that will be on the market in the
next six to twelve months.
Another fact is that
AVE grew dramaticlly because of perfect market timing
with the right product. BUt from here on out it will
be trench warfare.
It is rumored that the
present AVE reps are not willing to sell the DX product
lines, etc. They want to stay dedicated to the "more
challenging" stent market. (Actually they all know that DX
sales, etc, is grunt work, very competitive market. You
actually have to work to sell Diagnostics.) I think these
folks are in for a tough time. The Stent market is
quickly growing fiercly competitive and it will require
AVE to bundle with products that are not tested and
known by the market place.
Also AVE went from
nothing to a $Billion company. It is a great deal to
manage. More than one can imagine. It may be a great time
to short AVE, maybe early '99 when things really
I pwan on ignowing them in the future. You
should, too.Especiawy considewing that THEY ARE THE SAME
PERSON!!!Wook at the times of Weply. They are usuawy within 20
minutes of each other. Far too much of a coincidence.
Whoever, he weawy is, he just can't wait to pway with
himsewf and that has tipped his hand.'nuff said.The
Former Onehahahahahahahaha............now where is that
I plan on ignoring them in the
future. You should, too.
that THEY ARE THE SAME PERSON!!!
Look at the
times of reply. They are usually within 20 minutes of
each other. Far too much of a coincidence. Whoever, he
really is, he just can't wait to play with himself and
that has tipped his hand.
The Former One
"Does anyone realise what a
giant mess AVE are going to make of the Bard Cardiology
Why do you think that they will make a mess of the
purchase? My company competes with AVE (or, at lease WE
think we do, they probably don't know we exist) and
have found them to be ferocious competitors. I
recently had a conversation with a Scimed person and he
agreed that AVE and Guidant are what keep him up at
night (Cordis is not even on their radar
AVE used incredible focus and good technology to
DESTROY everyone in their path. I really am interested in
knowing why you think they won't make a go of it. Is it
due to structural problems with the divisions they
are inheriting or a lack of ability on AVE's
The Former One.