It's about time that Amtrak entered the 21st century. Revenue maximization works, and as Amtrak sees it works, you can expect to see the spread on fares grow even wider.
They have to try to minimize each one of these risks until they finally enter the actual battle of running the business.
They've integrated a lot of the companies they've bought quite well. But when you're comparing them to a $27 billion deal in a different kind of competitive environment where a lot of things can go wrong, you have no room for error. ... You can't be a gunslinger.
I would try to settle all the outstanding liability claims at this point in time, so that it doesn't take Boston Scientific off course in integrating Guidant.
Whoever ends up getting Guidant at this point will probably end up paying too much.
When you're putting off the benefits of a deal for that long, you're dramatically increasing the risk, and at some point the benefits become speculation.
