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


To: SnowShredder who wrote (4982)5/29/1998 10:46:00 AM
From: Vector1  Read Replies (1) | Respond to of 9719
 
WHG,
I don't have a view on SNRS. I do own shares in VISX although I sold about half my position a few weeks ago. The Laser eye surgery industry is heating up and there are a number of ways to play. I like VISX because of their installed base, solid as a rock balance sheet and highly visible earnings growth. There are issues though including antitrust and patent litigation.
V1