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

To: Sam who wrote (247)	10/1/1999 5:58:00 PM
From: TRIIBoy	Read Replies (1) \| Respond to of 365

The screen size is the same as it always has been 5 and half inches. The view is fine. Also, the clarity is so good, that Dr. Goldstein said anyone could tell what was going on. In one sonogram they should you could see 5 fingers of a baby fetus! But in response to the not being trained radiologists, the first target fo this market are doctors who are trained, the next level would be doctors who want to learn and be educated. But the initial market is big by itself. Beyond those who are not trained, that's more of a question for how much the ultrasound market is going to grow. Remember most gynecologists know how to use ultrasound. Reimbursablitiy is a non-issue, it is reimbursable as ultrasound is reimbursable. Already talked to HCFA. NON-ISSUE. BTW, three years out they plan to reduce their four ASIC (chips) to two and it to be the size of a palm pilot! Can you say Star Trek?

To: Sam who wrote (247)	10/20/1999 11:25:00 PM
From: TRIIBoy	Read Replies (1) \| Respond to of 365

Great conference call. And here are the details! 1)The number one highlight of the call was that the company is going to be launching their product for the cardiology market in December, two to three quarters ahead of time. 2)The company is comfortable with sales estimates of $7 to $10 million for the 4th quarter. I think they top $10 million. 3)Company is much more optimistic about revenue for next year and estimates a breakeven quarter in 2000, I'm estimating q3, way ahead of analyst estimates. 4)Asian distributors completely sold right through products sent to them showing the emerging market potential. 5)Japanese potential is huge expect approval in mid to late q1, sales in q2. I think this is what helps them get to breakeven in q3, SONO is very, very excited about Olympus their Japanese distributor. 6)ER meeting, went way beyond expectations and response was better than expected, more leads than they thought they would have. 7)Seeing much larger institutional demand for products, Mayo Clinic (ordered in q3), possibly Kaiser Permanente in 2000. 8)SONO is talking with the U.S. Military and the U.K. military for big orders for 2000. 9)$14 to $15 million a quarter is revenue breakeven, so if we hit $10 million or better in q4 you know how close we are. 10)Only four people asked questions on the call, Sandy Hollenhurst, analyst with Vector, Bruce Jacobs with Deustche Bank Alex Brown, Aaron edelheight with Sabre Value Management and Bob Stafford with Stafford Capital Management. This shows how really unknown SONO still is and how much it could go up when more people jump on. Overall, SONO was as usual conservative, confident and impressive. Next up Novemeber 2 big Vector/Prudential conference presentation.