BEAM, BOL, KERA, LASE, LCAV, LVCI, LZRC, VISX, SNRS, STAA Message Board

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Biotech / Medical : BEAM, BOL, KERA, LASE, LCAV, LVCI, LZRC, VISX, SNRS, STAA

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To: HerbVic who wrote (213)	12/30/1999 6:20:00 PM
From: HerbVic	Read Replies (1) of 253

Today on CNBC VISX was chosen as one of the stocks to hold if you could only have one stock in your portfolio for the year 2000. The stock reacted, somewhat. BEAM had a slight lift, after the protracted tax selling, as well. BEAM and VISX remind me of the Apple/Microsoft rivalry of the past. BEAM, having been first to patent the technology, gets outdone in the market by the financial powerhouse VISX. BEAM continues to lead in technological innovation. VISX continues to lead in market/mind share. This past year found Apple gaining significant mindshare, despite the modest gains in marketshare. The company's stock, which had bottomed in December 1997 at ~$13 reached $118 recently and should continue the momentum with MacWorld SF coming up in January, and a stellar ER promised to report on the 19th. Comparing this to BEAM, it's quite likely that the recent bottom of ~$10.50 will mark a turnaround for that stock as well. The ITC ruling hurt much more than it should have, exacerbated by Preferred Capital Markets' downgrade, and end of year tax selling in a stellar performing broader market. The exclusive manufacturing and marketing joint venture, for Autonomous' proprietary wavefront measurement device CustomCornea(tm), with Zeiss Humphrey Systems should be a very positive development for BEAM. By the end of Y2K we may see vision centers upgrading their installed base of VISX lasers to include the freestanding CustomCornea wavefront measurement device. Such a marketing plan would effectively create a new profit model, in addition to those the company is already engaged in. So it's highly likely that December Y2.001K could see BEAM duplicating AAPL's stellar performance. Happy New Year! HerbVic

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