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Biotech / Medical : VISX

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To: yosid who wrote (1108)	5/18/1999 1:39:00 PM
From: moat	Read Replies (1) of 1754

If you liked VISX you will also like CLZR (but at a much better price). CLZR is growing 20% Q/Q (or 100% Y/Y), p/e is 15 (past Q eps of 31 cents fully taxed x 4 = 1.24/sh/year), Growth is due to the new product cycle that began Summer 1998, note company in on June FY, company announced secondary offering w/ Needham a week ago, road show June 1999. Company has $8m in cash w/ no debt. Revenue is running at about $60m per year. DSO and inventory trends are fine. Company is not discovered yet at $100m market cap. (stock has just jumped up, again, recently) Given run-rate p/e of 15 and run-rate growth rate (top line and bottom line) of 20% sequentially (or 100% annualized), this stock should be valued at over $30/sh easily. Check out the story on this web site as well as on Yahoo's thread. Company's web site is at www.clzr.com.

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