VISX Message Board - Msg: 12532527

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Biotech / Medical : VISX

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To: MGV who wrote (1450)	1/11/2000 9:27:00 AM
From: Charlie Smith	Read Replies (1) of 1754

Hi Mark: Looks like the LVC market is evolving toward a more corporate-oriented buyer. Fall 99 procedure volume growth, while decent, was not as great as some expected. It could be that the population of potential LVC candidates willing and able to pay $4,800 to $5,000 out of pocket has become depleted over the past 18 months. I'm hearing more and more about corporate plans as the next big buyer block. Pricing and margins will undoubtedly change for procedure providers, a trend made obvious by their stock prices. Now appears to be a volume game. I'd be interested to hear your thoughts on these issues for VISX. Charlie

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