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Biotech / Medical : Summit Technology (BEAM) -- Ignore unavailable to you. Want to Upgrade?

To: James Strauss who wrote (969)	7/7/1998 5:57:00 PM
From: ajs	Read Replies (2) \| Respond to of 1386

Visx sprinted out last quarter on the heals of stronger than expected earnings and procedure volume reported by LVCI (which use primarily Visx machines) This was also detailed under an article in the Motley Fool after it happened as an example of how investors could have spotted this trend prior to Visx's stronger than expected announcement last quarter. My question is this - With LVCA (which uses primarily summit machines (I believe)) Having already announced more procedures than anticipated and higher profitability, can we reasonably expect this to be reflected in BEAM's earnings report to be released 7/29. Is this the reason for the increase in volume and price in BEAM? What can we reasonably expect if the street is surprised? Not to mention the developing positive fundamentals for the industry , acceptance of the procedure, settlement of PPP etc. Although competition is looming both visx and beam still retain all the patents and seem positioned to acquire new technology and have established themselves with the medical community, visx has done a better to date, but beam has gone to great lengths to turn it around.