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Biotech / Medical : SonoSight (SONO), Handheld ultrasound for the masses
SONO 18.05-2.2%Dec 22 3:59 PM EST

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To: TRIIBoy who wrote (299)11/12/1999 12:38:00 PM
From: Sam   of 365
 
Well, of course, SONO could soar. One difference between them and Arthrocare, though, is that Sono threatens the interests of other doctors (or is perceived to do so), while Arthrocare threatens the interests of other medical equipment makers. That is, I think, a pretty big difference when you are asking doctors to buy and use the equipment. Radiologists are bound to be threatened in some way or another, and will disparage the abilities of non-specialists to interpret the scans. After all, if it is so easy, why are they (the radiologists) getting paid big bucks? Everything depends on how easy the scans are to read, and how useful they are. The MDs (or alleged MDs) on the Yahoo thread who were disparaging the pdt are only the tip of the iceberg. Whether they are right or not, I can't really say. I find it hard to believe that Sono could have gotten this far if they are right. But as you and other have pointed out in at least partial rebuttal, LDC uses for this sort of equipment may be pretty vast, even if there is a battle in the US and Europe with entrenched interests, and could well provide a big burst of revenue out of the chute.

Anyway, it is an interesting speculation. I hope a hospital or a doctor near me gets one so I can see it for myself. And if they do get to that $72 million run rate sometime next year that they were talking about in the CC, then a $700 or $800 million market cap won't be out of the question. In fact, it would be more likely than not in a market like this one.

s.
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