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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (34298)	4/26/2009 12:24:11 PM
From: Paul Senior	Read Replies (2) of 78748

Thanks, appreciate the BDX opinion Speculatius. I'm reevaluating my opinion and preference. Trying to look closer at what the capex is that hospitals cut or might cut (I assume new purchases of expensive equipment), and what that might mean for BAX vs. BDX. Versus the consumables that BDX/BAX sell, which I assume will still see decent demand. Hospital capex reductions have two roads: If the reductions are deferred that is one thing. If the reductions are permanent cutbacks, that is something else. The former just defers the sales that BDX/BAX/ABT etc. will get, and if I have patience as a stockholder, I can live with that.

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