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

To: MGV who wrote (1684)	2/24/2000 1:33:00 PM
From: jelrod3	Respond to of 1754

Just saw Logan on CNBC. Not very impressive. The rationale for price cutting sounded weak. Doctors are not going to cut their fees all that much, IMO.

To: MGV who wrote (1684)	2/24/2000 1:49:00 PM
From: Charlie Smith	Respond to of 1754

Mark: ``As the playing field is leveled by the reduction in per-procedure fees, niche players will have minimal impact. What does the North American LVC market look like three years from now? Obviously custom ablations are a wild card, but if BOL plays hardball, here's my guess: Total domestic procedures (Cal 2002): 3.75mm (45%CGR) Share: BOL 35% VISX 55% Others 10% Profits? Who knows, but assuming the $100 per eye holds, this is only $206mm in procedure revenue for VISX. They did what, $170mm in 99? Thoughts? Charlie