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Strategies & Market Trends : Value Investing

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To: TwoBear who wrote (6658)	4/25/1999 6:47:00 PM
From: Bob Rudd	Read Replies (1) of 78594

Glad to see your post regarding Medical equipment. I have a position in Lumisys, the leader in laser-based digitizers for teleradiology. Stock is 2 7/8 with 2.04 in cash, and they've just come out with CR unit that is supposed to offer better value than competing CR digitizers. This is a turnaround after overpaying for a software unit that hasn't helped sales. My problem is, unlike you and Mike, I'm not in the medical area and have to rely on secondary sources. Any experience-based info either of you could provide would be appreciated. I'm wondering if the PPS fog that's hurting earnings visibility in health care REIT's, hospital operators and such might be contributing to problems in equipment area. If operators are having tough time with rent, buying new geewhiz gadgetry could be out of the question or at least on hold till the situation clarifies. TIA, bob

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