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Biotech / Medical : VISX
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To: Charlie Smith who wrote (1690)2/24/2000 6:36:00 PM
From: MGV  Read Replies (1) of 1754
 
Charlie,

We can talk more later but 1st impressions are that your numbers can't be written off as absurd. The 35% market share for BOL is the one I want to look at. BOL did not get FDA approval for a full range of applications. The market is signalling that the competitors are technology indifferent here. Price is the key for the moment. Without a decided technology advantage over VISX, I think share gains will come with great difficulty. They could do it but its not an easy leap.

It is not a pretty picture.
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