VISX Message Board - Msg: 4085955

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Biotech / Medical : VISX

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To: yosid who wrote (496)	4/16/1998 1:06:00 PM
From: Vector1	Read Replies (2) of 1754

Yosid, I couldn't disagree with you more. The machine sales are only important to the extent they create an installed base. The power is in the royalty stream. The machine is akin to a durable (the razor) while the royalty stream is analagous to the razor blade. That is where the profit is. VISX has tremendous earnings momentum right now and there is nothing on the near term horizon which is going slow it down VISX is the dominant player in the market with a huge (and growing) cash horde. To the extent new technologies emerge they will have the power to buy any technological threat. VISX has long had a substantial short interest. The shorts are running with their tails between there legs. The semi smart shorts covered in advance of the earning release. V1

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