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Biotech / Medical : Insite Vision Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Robert Mayo who wrote (541)	11/15/1997 11:25:00 AM
From: David Bogdanoff	Read Replies (1) \| Respond to of 1060

RM: Agree that med device companies are poorly followed/understood. Sometimes investors prefer this kind of company; Peter Lynch considers it a big positive if no analyst follows a company he is interested in (it has to have sound fundamentals). Of course this requires patience; Lynch has stated that 3 years was not unusual for some of his investments. I believe that Buffett also likes buying undervalued companies with sound fundamentals and great franchise. IMO, Insite could turn into such a company (caveat: Buffett has not bought tech. comapnies because he could not understand the busines. I believe that he has made statements recently saying that he might buy tech. companies). David