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Biotech / Medical : Boston Scientific (BSX) Any Comments??? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Broderick who wrote (702)	11/15/1999 1:52:00 PM
From: Lighthouse	Read Replies (2) \| Respond to of 798

First piece of negative reports I have heard/read concerning BSX recently. I pass this tidbit along so as to engender some disscussion about this matter. Does anyone have any other bits of info they would like to share: Stent pricing in high volume labs may be slipping. According to at least one published research report, a recent gathering of cardiologists at the AHA meeting talked of price slippage for stents in the U.S. going into 2000. Indeed one cardiologist stated stent pricing of $1,000 for stents in 2000. Almost European levels - Yikes. This is an extremely small sample to extrapolate from, but it has tremendous ramifications if it is true. This would correlate IMHO with the overall slow down in stent growth. Once the pie stops growing rapidly, you need to eat someone else's pie. The technology iterations are getting smaller and therefore price is beginning to be used as a means of gaining market share. I hope this report is anecdotal and wrong. I hope that the stent players will play nice and not compete solely on price. BSX's new stent line-up looks weak vis-a-vis GDT and a newly aggressive JNJ and I hope they do not resort to price. This is an area that has to be monitored closely. Regards, P.S. That $2.1 billion price for Schneider (Sp?) is looking more dubious.