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

To: Liatris Spicata who wrote (717)2/18/2000 10:26:00 AM
From: Lighthouse  Respond to of 798
 
Thanks for the response:

BSX's quality of earnings has been suspect. Playing with the tax rate and skimping on R&D (look how low it was this past quarter - unbeleivable they are underspending here to the tune of $30 million or more per quarter) may make you hit the numbers, but Wall Street will not give you much of a multiple on those eanrings. I believe this is why the stock is treading water even as Tobin makes the current EPS forecast.

The franchise is still there IMHO, but they really need to resolve Medinol badly.

Cheers,



To: Liatris Spicata who wrote (717)2/20/2000 8:36:00 PM
From: Dave Chanoux  Read Replies (1) | Respond to of 798
 
Value Line's 2/18 edition included a "Supplemental Report" on Boston Scientific, reduced the timeliness ranking from 3 to 4. Brief comments alluded to delays in new product introductions without many specifics, uncertain visibility on earnings (I think that means they don't accept the party line anymore.)

Regards,

Dave Chanoux


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