Laser Vision Centers, Inc. (NASDAQ: LVCI) Message Board

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Biotech / Medical : Laser Vision Centers, Inc. (NASDAQ: LVCI)

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To: MGV who wrote (366)	3/10/2000 12:21:00 PM
From: Robert G. Harrell	Read Replies (1) of 413

Mark, are you still in this stock and did you listen to the CC yesterday? I don't get the reaction in the market today except as a knee jerk reaction to the missed number. I gleaned from the call that they were still looking for 50% plus top line growth. They have modeled a $1395 per eye market and come up with a break even point of 300 eyes/year and a 30% GM for 5-600 eyes/year in a given location. That doesn't sound too bad to me. (I think this was for their new modified partnership model.) One of the analysts on the call seemed to infer that costs might actually drop faster than fees charged and no one disagreed. They also said that their research showed high price elasticity for laser vision surgery. All this sounds to me like moving forward from this one hiccup, where they have to eat the retreatment charges and mark downs on existing VISX keys, things look very good. They sure sounded pissed at Visx. What do you think? Best regards, Bob

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