SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MGV who wrote (1691)2/24/2000 10:51:00 PM
From: Charlie Smith  Read Replies (2) of 1754
 
Mark:

Price is the key for the moment. Without a decided technology advantage over VISX, I think share gains will come with great difficulty

Then essentially what you are saying is that without new applications BOL will keep cutting prices until their share begins to grow meaningfully. They certainly can afford it.

Charlie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext