October 1st, have YOU emailed resmed today?

General Discussion on any topic relating to CPAP and/or Sleep Apnea.
User avatar
Mac
Posts: 4
Joined: Fri Aug 25, 2006 10:46 am
Location: A sleepy little town

Post by Mac » Mon Oct 09, 2006 2:52 pm

Wulfman wrote:
The nature of this website is about helping xPAP users with their problems and celebrate their successes.....and anything else related to xPAP use.

My therapy is under control. I'm also stocked up with masks and parts to feasibly last me the rest of my life.

Not "wasted" time fighting for the other xPAP users that come along.

Again, I won't be buying any more ResMed products......but others might NEED to. They're the ones I'm thinking about and for whom I'm voicing my opinions.
Thats what I thought this forum was all about .Helping people with xpap.I have the same concerns for the many people with no insurance who have to all ready pay high prices for a piece of plastic.


User avatar
MandoJohnny
Posts: 305
Joined: Sun Apr 23, 2006 11:23 am
Location: St Louis, Missouri

Post by MandoJohnny » Mon Oct 09, 2006 5:03 pm

Read it again, Four-String,

They don't have to be "competitors" in the definition you're using.

"Competitors" would be covered under the "horizontal" definitions.
The "VERTICAL" definitions would cover the manufacturer/distributor/reseller group.

Vertical price-fixing agreements include situations where a wholesaler mandates the minimum or maximum price at which retailers may sell certain products.
Well, first of all, it would be "Eight-String," if you are talking about mandolins, oh furry one.

I did read it again and in addition I was trained on it in my MBA program, by a lawyer. Sorry, they do have to be in the definition of competitors I am using. The vertical thing defines one type of collusion that horizontal competitors can enter in to. But the basic test for Sherman is collusion between competitors. Nothing ResMed has done comes close.

But even if you were right about the vertical thing, which you aren't, there is still no collusion, which is another test. There is no indication that ResMed cut some secret deal with anyone. Their stated reasons are duplicitous and bad PR, but they seem to have made this decision on thier own, right out in the open. Everyone knows about it, including the FTC and the Justice Department. And they will not be prosecuted under Sherman, I guarantee it. History will prove me out.


completelyhosed

Post by completelyhosed » Mon Oct 09, 2006 6:17 pm

Resmed may have the right. That does not make it right.

In the end Resmed will regret their actions. They are bad for Resmed and good for Resmed's competitors.

In the end, the patients will control the sleep disordered breathing treatment market. We are moving rapidly in that direction. Get on board Resmed or get out of the way.


User avatar
MandoJohnny
Posts: 305
Joined: Sun Apr 23, 2006 11:23 am
Location: St Louis, Missouri

Post by MandoJohnny » Mon Oct 09, 2006 6:55 pm

So how do account for the stock analysts saying that ResMed will outperform the apnea market over the next year and thier revenue will increase 20%? Why do you say ResMed will regret thier actions? Because you don't like what they did and you want it to be so out spite? Sorry, the world doesn't work that way. Hate ResMed if you like, but they will do very well as a result of this decision. I doubt if any of ResMed's competitors are cheering. More likely they are thinking, "Could we get away with that?"


Guest

Post by Guest » Mon Oct 09, 2006 10:07 pm

UPGRADES & DOWNGRADES HISTORY
Date Research Firm Action From To
21-Sep-06 Kaufman Bros Initiated Hold
11-Sep-06 Wachovia Downgrade Outperform Mkt Perform
25-Jan-06 Banc of America Sec Upgrade Sell Neutral
9-Sep-05 Janney Mntgmy Scott Initiated Neutral

Found this on Yahoo. With the PE RMD has, it must grow profits and revenues big time or disappoint the market. Some of the analysts see the RMD Internet action as damaging to revenue and profit.

Resmed should focus on building better products less expensively. Their Internet power play is a poor use of management time and effort. It is like spending time trying to stop the changing of the seasons.

Resmed's competitors are participating in the fastest growing distribution channel and gaining good will and sales in the process. Resmed has made a mistake.


User avatar
MandoJohnny
Posts: 305
Joined: Sun Apr 23, 2006 11:23 am
Location: St Louis, Missouri

Post by MandoJohnny » Tue Oct 10, 2006 8:13 am

Well, I guess we will see. I am making a calendar notation. In six months, I will resurrect this thread. I will review whether ResMed's stock is up or down, what analysts are saying about it and whether or not ResMed has been indicted under anti-trust laws. I look forward to some very satisifying "I told you so's." I am signing off this thread until then. Only time will tell for sure.


Guest

Kvetching

Post by Guest » Wed Oct 11, 2006 2:54 pm

MandoJohnny wrote:
I look forward to some very satisifying "I told you so's."
What a grown-up statement!! Has mommy let you put on your big-boy pants today?
Sheesh!! Grow-up.