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Biotech / Medical : Guidant (GDT)

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To: Lighthouse who wrote (203)	8/29/2002 10:18:03 AM
From: Lighthouse	Read Replies (1) of 235

Mid quarter call tightens ranges at the upper end of estimates. Look for $2.08 as the new 2002 estimate. Sales for the year will easily eclipse $3 billion. CRM division is knocking the cover off the ball. IF momentum continues apace: The CRM division will shortly be worth around $30 per share on its own. (B/C Sales next year in this CRM division may top $1.8 billion. At 5 times sales on a product with mid 70% gross margins and an operating margin North of 20% and very large cash conversion rates on net income should be worth a multiple on sales) I agree with some wags that the Cook acquisition is really just a $50 million option (breakup fee) on the stent market. Have to wait until mid September to find out what the judge has to say on enjoining the Cook/GDT stent data. I have no earthly idea as to handicaping how the judge will rule. Anyone have a different take or am I the only one posting on this board anymore? Cheers,

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