I think we’re on the same wavelength—this has the potential to be as big a paradigm shift as bare-metal to DES. Whatever ends up happening, ABT would seem to have an excellent chance of remaining the market leader.
Agree with respect to the ABT-Guidant deal being a good case study for business schools.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”