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Biotech / Medical : SNRS- Sunrise Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Joe who wrote (4000)	8/9/2000 3:38:09 PM
From: kolo55	Read Replies (2) \| Respond to of 4140

Company reported orders today. They reported 31 orders completed so far. In the conference call, Trenary explained the leasing process takes about four weeks, so a lot of orders are still in the pipeline. The company is still "very very comfortable" that they will meet the Lehman forecast of 105 machines shipped by year end. By comparison, there were only about 100 lasik machines shipped in the first year after approval. Sunrise will easily double that pace with the LTK machines. I had been estimating about 55 machines shipped in the SepQ, but now think that it could be closer to 70. They have 31 orders in hand, and new orders are coming in a rate of "more than one per business day". That means the SepQ will see revenues of somewhere betweend $12-15 million (somewhere between 55-70 machines shipped, along with about a $0.5 million in procedural fees). Hard to believe the stock is selling off a bit on this news, but the ST traders are moving out, I guess. I will wait to see the SepQ numbers. If I am right, we should get to 130 machines installed by the end of the year. If we get a use rate mid-way between 10-22 eyes per week per machine, say 15, then the MarQ will be profitable, well ahead of the Lehman forecast. This is going to get interesting with 11 million shares short. Paul

To: Joe who wrote (4000)	8/10/2000 1:02:54 AM
From: DELT1970	Read Replies (2) \| Respond to of 4140

I just listened to most of the Vcall interview and, while I liked what I heard, the repeated pauses, especially during the question and answer session, really detracted from the IR experience. I had to abandon the session during the McDonald questioner because I could not stand it any longer. Did everyone experience that or is it something related to my computer? I hope the company will put a cleaned up version on its website or publish a transcript as the Vcall experience is very negative. That said, do I understand correctly that for the near term we will ship one per working day, yet will build 30 per month? Joe, how often does the company plan to update the street with production/shipment/backlog reports? That seems critical to raising the share price. Thanks.