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


To: ajs who wrote (1094)5/15/1999 2:10:00 AM
From: moat  Respond to of 1754
 
ajs said: "I am also long on beam, lcav & lvci. Looking forward to a great couple of years as these stocks start to produce big time earnings."

Questions:
1) Why are you buying them all? Why not just the top pure play?
If you had to just pick one of them which one would you pick and why?
Which one would be second?
2) With so many vendors, wouldn't profit margins go down over time?

Thanks in advance!