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Biotech / Medical : VISX -- Ignore unavailable to you. Want to Upgrade?

To: MGV who wrote (1450)	12/18/1999 2:31:00 AM
From: Ram Seetharaman	Respond to of 1754

In the after hours VISX was as high as $ 64+. We will see if that effect lingers Monday Morn. Have a good Weekend!

To: MGV who wrote (1450)	12/18/1999 8:01:00 AM
From: Charlie Smith	Respond to of 1754

Hi Mark: Knew I could count on you. ...B and L neither was nor now is deriving any* significance from the ITC case but, rather was waiting to hear the disposition of the PTO review of the '388.* If this is true, the entire pullback from 100 to 50 will retrace, probably in fairly short order. Thanks, Charlie

To: MGV who wrote (1450)	12/18/1999 8:40:00 AM
From: LiPolymer	Read Replies (1) \| Respond to of 1754

Hi Mark, you might want to take another look at that last post. Still a little VLNC on the brain? <vbg> It's OK, we know what you meant... ;-) Maybe I should have kept the VISX toe-wetting position? In the shorter term I still like the much higher potential returns on SNRS. If VISX evolves into a pure IP play as you said, there will be further signs of this and opportunity to jump on it in the future, IMO. Still have a smattering of VISX Mar55 calls here... Gary

To: MGV who wrote (1450)	1/11/2000 9:27:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 1754

Hi Mark: Looks like the LVC market is evolving toward a more corporate-oriented buyer. Fall 99 procedure volume growth, while decent, was not as great as some expected. It could be that the population of potential LVC candidates willing and able to pay $4,800 to $5,000 out of pocket has become depleted over the past 18 months. I'm hearing more and more about corporate plans as the next big buyer block. Pricing and margins will undoubtedly change for procedure providers, a trend made obvious by their stock prices. Now appears to be a volume game. I'd be interested to hear your thoughts on these issues for VISX. Charlie