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Biotech / Medical : VISX

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To: Charlie Smith who wrote (1685)2/24/2000 1:51:00 PM
From: Sam Citron   of 1754
 
Charlie,

$100 is obviously the new price point and I think it will last. Discounting on new laser sales is now the thing to watch. Competition is a beautiful thing if you are the low cost provider. VISX owns the experience curve unless there's a significant technological breakthrough. I haven't seen that happen yet, although it pays to stay paranoid.

Sam
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