VISX Message Board - Msg: 12948701

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VISX

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (1648)	2/23/2000 10:42:00 AM
From: Charlie Smith	Read Replies (2) of 1754

Sam: Most telling remark by Logan on conference call this AM: "None of our (current -ex BOL) competitors are profitable" Logan is scorching the earth with this announcement. It's designed to make the above situation permanent. VISX certainly absorbs a huge hit to P&L, but the screws just tightened considerably on Nidek, Summit, Chiron, et al. How deep are their pockets? How long can they stay in the game? BOL may license at the new low level, and these two could divide the market between them. If BOL decides to fight or buy up weaker players, then VISX could be in bigger trouble. Charlie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next