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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (28829)6/4/1998 12:40:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 132070
 
MB,

I asked my doc how often he performs the LASIK surgery last week.
He said 20-30 per week for himself. But I think he does 2-3 times,
if not more. $5000.00 for both eyes. Green leaves are falling like
snow in Minnesota. $250.00 fees per use. He has 3 partners.
These clinic ads are popping up even in my small community newspaper.

One interesting thing my doc mentioned was that he doesn't pay the fee to
the company, but there's another guy(may be his partner) who pays the
fee to VISX. Also btn one private company(who owns pattern) and xyz(?)
created a third company which is VISX. So I don't know how much fees
VISX is actually getting. Anyway, since I'm not in medical stocks,
it's hard to know what to do with it: buy? short? stay away from it..?

Well, my eyes are doing well. Today I have an appointment for an after
one week visit. I'll let you know how I feel about it after one month
for I have a mixed feeling about it. I had one eye done at a time over
a week because I'm a chicken. It wasn't easy to work on the computer
with one good vision and one bad one. However I still wouldn't do both
at the same time. It's still an experimental surgery as you know.

Here's a funny story:
Since I'm over 40, I wanted mono-vision which means under correcting
one eye, like 20-20 for one and 20-30 for the other, not to wear
reading glasses immediately if I have 20-20 for both. My right eye was
dominant one, so we decided to correct this one to 20-20 and under
correct my left eye. Guess what? You're right! I think he under
corrected my right one! Can you guess what he's going to say today
when I visit him?

It's good for guys under 40 for it doesn't correct near sighted. I had
to do it because of kids' safety. I still have a little one at home.
As you know well, there are not many activities little ones can do
during winter in Minnesota. I don't like to sit in the pool room with
foggy eye glasses. I can't see a thing without eye glasses for
emergency. Thought it's better to have my eye surgery done than
taking a risk.

Go to the seminar to see if it meets your needs. I'll let you know how
I feel about it after one month.

regards,

InSook



To: Knighty Tin who wrote (28829)6/5/1998 5:08:00 AM
From: PaperChase  Read Replies (1) | Respond to of 132070
 
MB. Just want to get your opinion on the semi-equip sector looking forward. What event or industry changes need to happen before you would consider buying the semi capital equip companies like AMAT or Tokyo Electron? Would the movement to a 64 bit processor in PCs in the Year 2000 spur a recovery in the industry?

Some failures of fabs in S.E. Asia (which will happen) would be viewed as a positive by the forever tech bulls who might then bid up AMAT on expectation of a recovery in the dram market. However, the flip side of this is that there would be less purchasers of capital equipment going forward and hence bankruptcy and merger mania in the semi-equip group can be expected (just like banks in the 90's).

Is the recovery too far out to speculate? The reason I ask is that the rally in semi-equip companies took me by total surprise last year and even raised an eyebrow or two of the pros at Infrastructure.