VISX Message Board - Msg: 12943038

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Biotech / Medical : VISX

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To: MGV who wrote (1632)	2/22/2000 6:33:00 PM
From: mts362	Read Replies (2) of 1754

forecast for procedure volume in 2000 was about 1.5 Million. 1.5mil in '00 is higher than anything I've seen recently. Goldman, SG Cowen, and ING Barings estimate 1.2mm, 1.375mm, and 1.35mm, respectively. If procedure volume accelerates by 50%... Also very aggressive Add incremental service and laser sale revenue and the shortfall is less. Service should be flat this year, and laser sales should decline each of the next 3 years. I agree that VISX, now @ $17-18, is very cheap. I just think your #s are aggressive

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