Arterial Vascular Engineering AVEI Message Board

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Biotech / Medical : Arterial Vascular Engineering AVEI

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To: Dave Chanoux who wrote (390)	10/27/1998 7:31:00 PM
From: mmeggs	Read Replies (2) of 410

Just off the top of my head, you seem to answer your own question. Is Bard not interested in the cath-lab business? No, because of the reasons you cite in your second "BUT". The question is, can AVE do more with the business than Bard? A concern mentioned several times is the need for bundling. Whther or not you agree it is necessary to AVE's survival, the ability to bundle certainly can't hurt. Bard is one more pice of the puzzle. As far as financing goes, they used a line of credit. Yes, ther will be interest, but it will be offset to a certain extent by the $225 million in cash that they hold. Did you factor that into your estimate for interest expense of .80? Definitely interested in debate as well. Sorry to be short, but little time to write. All, as always, IMHO. mmeggs

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