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Biotech / Medical : Laser Vision Centers, Inc. (NASDAQ: LVCI) -- Ignore unavailable to you. Want to Upgrade?

To: MGV who wrote (366)	1/10/2000 6:34:00 AM
From: Thai Chung	Respond to of 413

Monday January 10, 6:06 am Eastern Time Company Press Release LaserVision December U.S. Case Volume Best Month To Date ST. LOUIS--(BW HealthWire)--Jan. 10, 2000--Laser Vision Centers, Inc.(Nasdaq: LVCI - news) announced today that its U.S. case volume for the month of December increased 72% compared to the same month a year ago. The Company said that December was its best month to date for U.S. case volume. LaserVision is one of the world's largest providers of excimer lasers, related equipment and support services for the treatment of nearsightedness, farsightedness and astigmatism. Except for historical information, statements relating to the Company's plan, objectives and future performance are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements are based on management's current expectations. Because of various risks and uncertainties, actual strategies and results in future periods may differ materially from those currently expected. Additional discussion of factors affecting the Company's business is contained in the Company's most recent filings with the Securities and Exchange Commission.

To: MGV who wrote (366)	3/10/2000 12:21:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 413

Mark, are you still in this stock and did you listen to the CC yesterday? I don't get the reaction in the market today except as a knee jerk reaction to the missed number. I gleaned from the call that they were still looking for 50% plus top line growth. They have modeled a $1395 per eye market and come up with a break even point of 300 eyes/year and a 30% GM for 5-600 eyes/year in a given location. That doesn't sound too bad to me. (I think this was for their new modified partnership model.) One of the analysts on the call seemed to infer that costs might actually drop faster than fees charged and no one disagreed. They also said that their research showed high price elasticity for laser vision surgery. All this sounds to me like moving forward from this one hiccup, where they have to eat the retreatment charges and mark downs on existing VISX keys, things look very good. They sure sounded pissed at Visx. What do you think? Best regards, Bob