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Biotech / Medical : GSII - GENERAL SURGICAL INNOVATIONS, INC. -- Ignore unavailable to you. Want to Upgrade?

To: Epics who wrote (164)	2/5/1999 10:53:00 AM
From: Lighthouse	Read Replies (1) \| Respond to of 211

Sulzer was a once in a lifetime opportunity for GDT. If I were them (GDT) I would have paid almost any charge in one time write-downs to get Sulzer. Now GDT mght have the number 2 position in Brady pacing ahead of STJ. That makes the brady biz a de facto oligopy (which is wonderful from a price standpoint) and elimnates the one contender who may have resorted to price to gain/maintain share. GSI does not fit that category of "must have" for GDT in my opinion. GDT keeps their Origin division around just in case they can get their AAA graft to work right and produce another $1 billion + market for them. GSI is a distraction to GDT, but not a big one. However, GDT is a BIG distraction to GSI. No easy way out of the box for GSI unless the courts grant them an injunction against GDT. At the current price of each stock, GDT could just about buy GSI and take a charge equal to GDT's CEO's salary!