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Biotech / Medical : SonoSight (SONO), Handheld ultrasound for the masses
SONO 18.64+0.9%Nov 26 3:59 PM EST

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To: TRIIBoy who wrote (270)10/21/1999 11:39:00 AM
From: Sam  Read Replies (2) of 365
 
TB,
I listened to it. It was impressive, as you say. However, their ASP was $12,000, much less than I thought it would be. Also, while they said that there was sell through in Asia, they said that they thought that in the US (80% of sales in Sept.) the product was still with their distributors, not with the end users. At least, I think that that was what they said. it was very late when I listened, and I may be wrong about it.

However, as you say and despite the above misgivings, my overall impression with the call was favorable. They are certainly enthusiastic salesmen. My notes aren't with me right now, so perhaps I will post a little more later on. I still think overall market weakness may take them lower before it takes higher. But it is a good story.

Best,
Sam
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