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genisi

02/05/11 6:34 AM

#114142 RE: DewDiligence #114139

I'm sure there was no webcast. Suppose there's no transcript either (not certain about that but I'm pretty sure there are analysts notes from the meeting). Still, it's not like it the CFO was whispering to the analyst ear in some dark alley. Do you really believe he would dare laying in an analysts meeting, knowing "it's not a 'public forum' according to a definition that’s germane to investors", and the only evidences is a hearsay? Seems very unlikely to me. While you have the word of an anonymous source, who told you in private. I have the CFO answer given to an analyst who emailed me. I think I'll stick with the latter.

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iwfal

02/05/11 11:05 AM

#114155 RE: DewDiligence #114139

You were out of line, IMO, to disparage MotionMan so harshly in your prior post.



I assume this is a reference to genisi's response to MotionMan quoted below

You may believe him [the Teva CFO] or not. If you don't, then why bother asking in the first place?



If the above quote is what you are characterizing as 'out of line' I could not disagree more. I think that is a completely fair assessment of the board's general treatment of any utterances of from Teva. And it was not harsh or disparaging of MotionMan in any way whatsoever.

PS I do tend to treat Teva's utterances exactly as genisi notes - as verbal gymnastics of the Clintonian sort. And since I do believe that what they sound like they are saying generally bears little resemblance to underlying truth I don't bother to ask for Teva information. Pointless except as a form of mental gymnastics. The only exception would be hard data (e.g. numbers) - or stuff that comes out in a court of law since judges tend to take a dim view of being misled.

PPS If you had asked me 20 years ago whether there were people who could and did intentionally practice such verbal gymnastics so routinely and uniformly I would have expressed doubt. (I would have thought it was an accident, sloppy thinking, because it isn't possible to do such a thing routinely) But at this point in life I have actually watched it being done. With intent and routinely/on-the-fly. So I know there are people who can do it - and do it without feeling regret.