SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Boston Scientific (BSX) Any Comments???
BSX 98.65+0.9%Jan 7 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike who wrote (694)10/25/1999 10:18:00 AM
From: Lighthouse  Read Replies (1) of 798
 
I have no direct ear on the street, so my written words are pure conjecture on my part. In fact everything is essentially IMHO and sometimes IMSO (In my stupid opinion).

I imagine that the reps are grumbling and will make less going forward. Stents and assocaited PCTA devices are high dollar and only the best reps make it to this grade. Top end sales people are prima donna's and want the best device bag with the broadest line of instruments. BSX is not helping the sales force with near term so-so new stents. This new line up will not dislodge GDT as #1 and indeed will likley lose some market share.

The only alternative is to go to GDT, because MDT or JNJ is a step down in this particular market and they will make even less(I am not slighting these companies at all, as they are top, top, top notch in their respective strongholds).

Like most new CEO's Tobin is given a limited grace period (less than 6 monhs) by investors for past misdeeds. Japan was a mess and if there were additional messes in the U.S. or Europe, Tobin should have gotten to the bottom of them by now and reported on them. If he drops a bomb about those concerns now - look out below - he will have no credibility with the Street. I am giving him credit for knowing this. We shall see.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News