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: W Shakespeare who wrote (189)	1/15/1999 4:46:00 PM
From: Jim Mac	of 413

As volume and access sites increase, LVCI has two options: 1) Take the laser off the mobile and make it a fixed site. 2) Add more mobiles/lasers and run tighter routes. As volume per mobile site increases, the mobile would stay in that site for more days, I would think. When the mobile is on site for enough days, it becomes clear that site can support a fixed laser. That's my deduction from what I've read of the company's strategy. It' beautiful, isn't it? Minimal capital investment, minimal cash burn. The other route is LZRC and LCAV. Set up sites, burn cash until volume rises. Higher risk, but with a potentially big LT payoff if you can dominate a major region early on and keep others out. LVCI can also keep others out of many of its regions. Looks like Jan Q will be $0.15+, up 67% from consensus. I'm now convinced LVCI will earn about $1.50 in FY2000 (April). Maybe more, but I doubt it. Maybe acquisitions? They'll have the high stock price to use as currency, and plenty of cash.

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