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Re: Zeev Hed post# 160100

Saturday, 10/11/2003 3:13:14 PM

Saturday, October 11, 2003 3:13:14 PM

Post# of 704047
Thanks, Zeev. That's an excellent analysis. I agree that EYE is nowhere near the snorter that RMBS and QCOM have been at times. However, I also believe there is a price point in the future at which a whole generation of persons who previously would not consider LASIK will start to do it. Same philosophy I have with Plasma TVs.

My target is at about $250/eye. If so, my guess is we can have - just in the US - dozens of millions a year - and many more worldwide. I agree that sales of lasers will not accelerate, but royalties (license fees) should. Only problem is that I do not believe EYE gets such royalties in Europe - there it's one time fees for the lasers.

Because I trust the Turnips, however, I will only make a small play to near 30...

Prophet


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