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Strategies & Market Trends : The Art of Investing

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Dec 24 4:00 PM EST

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To: Michael Sphar who wrote (312)	11/20/1998 1:26:00 PM
From: Sun Tzu	Read Replies (1) of 10713

Thanks for sharing the experience with VISX. I think one thing needs pointing out here, is that laser vision correction technology is not very new. This technology has been maturing for almost a decade. So when I assumed that it will saturate the market within 10 years, what I really meant was that due to the maturity of the technology and the geometric growth that you've pointed out, within 10 years laser technology will be as reasonable an option as glasses and contact lenses. I think the aging population helps VISX in this case. As far as checking the competition is concerned, I admit I have not researched it as much as I should. Optomology is not my field, but I'm working on it. I do know that VISX has over 80 patents here in the U.S. so there are some barriers to entry beyond the market share. If you can enlighten us on the various options that you explored before choosing the VISX operations, I appreciate it. Also, are you and investor in VISX yourself? Do you know much about the other companies involved? Thanks, Sun Tzu

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