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Non-Tech : Doc Stone's Bierstube und Trading Room -- Ignore unavailable to you. Want to Upgrade?


To: R Sandvig who wrote (588)10/19/1999 10:41:00 AM
From: DanWebzster  Read Replies (1) | Respond to of 638
 
Yes, I am following it. I'm convinced it will be a future winner. With VISX ongoing appreciation, I'm not sure it will settle down for us to buy. My strategy is to wait until after earnings and reconsider.



To: R Sandvig who wrote (588)10/19/1999 11:09:00 AM
From: M. Frank Greiffenstein  Read Replies (1) | Respond to of 638
 
I like CLZR better.

RS, I own a boatload of CLZR (Candela Laser). This was one of Wade Ramey's "Bierstube Reader" Picks.

siliconinvestor.com

IMHO, CLZR has better fundamentals (PSR of only 1.5 vs 2.5 for IRIX), a larger market, earnings and revenue momentum (Irix just 2% growth year over year??), history of upside surprises, much more effective management (ROE of 93%!! vs. 4%) and twice the revenue of IRIX.

Now, I am just comparing the two based on recent stats. Do you have any insights to share that aren't reflected in the numbers?

DocStone