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

To: Jim Mac who wrote (519)	4/18/1998 12:43:00 AM
From: yosid	Read Replies (1) \| Respond to of 1754

Jim This whole discussion comes down to one point. There is a damn good chance that if you own ANY of these laser stocks, there may be significant rewards in the future. I think it is great that VISX is doing so well. I have problems with how they got there, but, So What? If you look at the main reason for the climb, you can understand my position. The LVC's are getting fat and falling off the table. I sold 80% of my BEAM which was dead, and bought LVCI, one of your favorites. This was after BEAM issued the LCAV dividend. Check this! Between the price increase in Beam and the increase in LVCI over the last few days, any hits I took from Summit are just about covered. Further, add the LCAV dividend and my own advice which I took (buy LCAV up to $3 starting from $.90) and this has been a BIG, BIG, week. Now people are talking about this stock going to it's high again - $8.50/share. If you own both LVCI and LCAV, this is over 93% of the WORLD market. I want to now get the financials for Summit's current assets. They must be holding a hell of a lot of cash and securities. If we can determine a buyout target, we may be able to get a good price on the acquisition before the news.

To: Jim Mac who wrote (519)	4/18/1998 12:45:00 AM
From: ajs	Read Replies (3) \| Respond to of 1754

Jim, I'm assuming you have chosen not to respond to me directly. There are no absolutes in life, no one or no company can or will do everything right. You are continuing to wear your blinders. Your loyalty is admirable, and you apparently have been well rewarded, but I don't think you offer much insight as how best to invest in this industry.

To: Jim Mac who wrote (519)	4/18/1998 12:49:00 AM
From: pappy	Read Replies (2) \| Respond to of 1754

Mr. Mac: You say you don't bad mouth BEAM. You're incapable of even responding to me when I make you aware of it. Why don't you go get drunk on your latest words, "Maybe Summit will acquire Novatec or Autonomous, or maybe not. If they don't, it looks like Summit will become an increasingly marginal player if their installed base is replaced. They blew it from the beginning, unlike Visx, which has done everything right". You cant even congratulate Yosid on his LCAV investment without a cut. Here, have some more drink, "Yosid, I'm very happy for you and your LCAV. Too bad it's overpriced right now." I could go on night, but why bother, you're blind to it and besides, "YOU DONT EVEN GET IT"...Pappy