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Really? The fastest growing division Surgical Technologies is a majority capital.

I think the point they were trying to make is Medtronic is a procedural device company. Vents don't exactly fit into the mix.

Base component for valleylab-ebd-surgical is capital but there's a bit more to it in terms of recurring revenue than a vent.
 






















































Minimal damage will be done re reps and managers.

The companies really don't overlap and everyone is just speculating at this point as to what will happen. The higher ups in Ma is a different story. "It’s expected that there will be some synergies in headquarters jobs, and the companies will address that as part of the integration planning,” said Covidien vice president Peter Lucht.

"Medtronic chief financial officer Gary Ellis today said the cost savings from the Covidien acquisition will come initially from combining administrative and back-office operations and later from the consolidation of manufacturing plants and information technology systems around the globe."


What a load of crap... Massive layoffs will happen
 












Reasons MDT will not sell "Valleylab":

1. Electrosurgery is still a relatively high margin business.
2. Covidien dominates both the electrosurgery and vessel sealing markets.
3. Ligasure is the gold standard and the best is yet come.

Do people and players in the industry think EbD (fka Valleylab) will be about the same, better, or A WHOLE LOT BETTER as Medtronic vs. where they are out now?
 


















Naivety can be a strength in times of change. Could it be that the products aren't the question, rather the consolidation of the sales force and product responsibilities?