Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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??? -- Ignore unavailable to you. Want to Upgrade?

To: LK2 who wrote (727)	3/17/2000 9:33:00 PM
From: Mike	Read Replies (1) \| Respond to of 798

First a disclaimer. I am neither long or short BSX. I have heard the following on the street in reference to the BSX stent line up. First the Nir w/Sox is "old" technology. It will not help them to increase there market share in the stent market place anytime soon. It may not even stabalize the loses they has been iflicted. In addition, remember this product is purchased from Medinol and BSX has the worst margins in the industry. Secondly, the Nir Royal is not a great product either. Many concerns relative to the combination of gold on a stent. Still a stiff stent. So where does this leave us for this stock? Is all the word on the street all wrong? Will BSX gain share with the Nir w/Sox and Royal? Tobin is attempting to cut cost and shorten time thru the FDA. What are the opinions out there as to whether the ship is "full steam ahead" or taking on water? Good luck to to all the longs, Mike