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Biotech / Medical : Guidant (GDT) -- Ignore unavailable to you. Want to Upgrade?

To: Dennis who wrote (221)	1/14/2003 10:16:04 PM
From: Mike	Read Replies (1) \| Respond to of 235

Dennis, Not sure why the previous link did not work. I am posting the same area just slightly differnt address. mapdigital.com Great information on this site. GDT's estimate of what the total defib market will be with both Madit II and Companion trial patients seems very high. Dollen's stated that he thinks this market will grow from total of $2.9B currently to over $30B. Seems steep to me but when you going to take 19% of your total company,stents,and loss dramatic market share you do desperate things. Mgmt at GDT sees the vascular division going from a current 19% of total revenues for GDT down to 9% in one year. I think stent division is a larger percent of the company and is going to be run over by a drug eluting train in '03. I am not doubting that Pacing/defibs will be hot but not to make up for the entire loss. Hole lot of shaken going on here. Best of luck and dont lose the faith, Mike