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Biotech / Medical : SonoSight (SONO), Handheld ultrasound for the masses -- Ignore unavailable to you. Want to Upgrade?

To: TRIIBoy who wrote (213)	8/31/1999 2:34:00 PM
From: Sam	Read Replies (3) \| Respond to of 365

TB, In the long run it will pay off. Since I am at least a two or three hold on this stock (unless it flies into triple figures or something in the next 4-6 months or so), I don't really care where the stock goes for now. Indeed, as I've said before, for the moment, lower is better for me. (But I'll try not to say that again!) I've owned Sandisk for several years now. I recall a couple of years ago, the CEO said in a CC that the next quarter would likely have flat or slightly lower revenues than the one that had just been completed. Many people on the thread vilified him, as the just finished quarter had been a pretty good one and if he given good forward guidance, the stock likely would have been up. As it was, it closed down the following day and was weak for awhile. I was one of two defenders of the man at the time. Now he is the toast of the thread (with only a few of the same posters, I must say; the impatient ones didn't wait for the company to come into its own). W/o trying to sound too much like a Boy Scout or a nut, I think this is a good thing. If we're right about this company, a correction and base building here is good. s.

To: TRIIBoy who wrote (213)	8/31/1999 2:41:00 PM
From: stockman_scott	Respond to of 365

<<::shakes head::>> TRIIBoy: I can relate to that <G>...Just because we have moved right buy Prudential's price target in the mid 20s doesn't mean too much to me. How many analysts have been 'realistic' about many of the internuts?? Look at ARBA, RBAK, JNPR, PHCM, NTOP, ICGE, etc....Now many of these companies have some serious potential (some have impressive sales and some may actually hit profitability someday) BUT they have run up into the statusphere.....Yet, we still see the analysts promoting those stocks. Many of the internet stocks are trading on future potential. So is SonoSite. We do know that SONO has an FDA approval for a breakthrough product that could add significant value in the medical marketplace. We also know that there is incredible interest in the new handheld SONO ultrasound devices. We know the company will start shipping in the next 6 weeks and has big plans to be a global player. There is some uncertainty about whether SONO can deliver a high volume of quality products on schedule. Yet, IMO they have a great manufacturing partner and a very experienced management team. It's impossible to accurately predict how fast SONO's sales will ramp up and how soon they expand their product line and ultimately hit profitability. Yet, if we had all the answers, the price would be MUCH higher. I am comfortable with SONO as my largest position and plan to hold my shares for the LONG RUN. Patience could pay off. See you in the 30s..!! (with or without the analysts and 'appropriate ratings') Best Regards, Scott