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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: megazoo who wrote (3441)7/5/1999 4:22:00 PM
From: Percival 917  Read Replies (1) of 54805
 
To SXB, RE: VISX...... I am a Doctor of Optometry by profession and am quite familiar with Visx and Summit Tech. If you will check further you will find that a major part of their income is derived from a royalty that is paid by the Ophtalamologist doing the surgery, to them for each eye they operate on. Last time I checked it is on the order of $250 per eye which is why the surgeries are not going to come down in price anytime too soon. The FTC has a problem with this and as well as Doctors are looking at other Excimer Laser alternatives from other companies, so their monopoly may not last that much longer. You may well want to watch these events closely. I will send additional info in a few days but am out of town away from my desk right now.
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