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Off The Record: Danaher is just top notch, highlights Analyst Full article published: 04/12/2002     Money Managers, Analysts, Buysiders and Executives


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Danaher Corporation (NYSE:DHR);

Three analysts and top management from sixteen sector firms examine the industrial manufacturing sector in this special 83-page Industrial Manufacturing issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info522.htm

“One company in the industrial manufacturing space that really stands out above the rest is Danaher,” reports a top analyst. “Over the last decade, management at Danaher has built a tremendous culture. Danaher has very strong operations, which they have jump started with internal sales growth programs. Additionally, Danaher has generated a ton of cash and reinvested via acquisitions. Danaher has developed this all over the last decade while it would take another company decades to do anything similar. Not only does this recent performance set Danaher ahead of its peers, it is also a testament to the performance of management. Danaher, I believe, will continue to do well. As far as the long term goes, I would say Danaher has the management strength and game plan execution to do very well.” Another analyst continues, “Danaher is just top notch. Danaher has done a great job recently; in fact, they always do a good job. There is no question. Danaher is among the top managed companies in the universe. There are companies out there that have impressed me over the last 18 months but Danaher has impressed me over the last decade.

This special issue includes:

1) Industrial Manufacturing - In an in-depth (10,700 words) Analyst Roundtable, Wendy D. Caplan, Managing Director at ABN AMRO, John G. Inch, Analyst at Bear, Stearns & Co., Inc. and Gregory M. Macosko, Senior Equity Analyst at Lord, Abbett & Co., examine the outlook for the sector including inventories, stock performance and share specific stock recommendations.

2) TWST confidential Off-The-Record survey of management performance of twelve sector firms asked market insiders about the ability of management teams to create shareholder value.

3) CEO interviews (average 2,500 words). Top management of sixteen sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: DHR

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 04/08/02. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2002, Wall Street Transcript Corp.

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