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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: bluejeans who wrote (7486)1/16/2000 11:25:00 PM
From: Vector1  Respond to of 9719
 
Bluejeans,
I misssed the VISX presentation but I think the concerns are a slowing of proceedures and new competition. IMO VISX's patent postion will sucessfully force other companies to pay them royalties and that proceedures will continue to grow over the next year or two.
V1