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

To: Robert G. Harrell who wrote (1482)	1/14/2000 1:01:00 PM
From: MGV	Respond to of 1754

Bob, The Blair analyst based his forecast on the absence of both B&L and Lasersight in the market for the quarter. The forecast was sequential procedure growth across the LVC industry. It makes little sense in my view. I have been adding VISX consistently here. Although it doesn't feel too good at the moment!!, I think the Lasik Vision purchase of 100 systems WITH the news that it will continue to pay $250 per procedure is very significant. At the very least, it suggests the $250 procedure can survive price erosion in the end market. Remember that Lasik Vision will have the lowest prices observed to date in the end market. Good luck, Mark