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1-31-08 Transcript 2 stars Nymph's Take: Not Sexy..have to build Bunkers just to use this stuff and Govt is causing problems on payments. CEO Euan Thompson 4th consecutive qtr of record revenue and backlog. Revenue 52 M up 98% v 26.3% yoy. Backlog 29% yoy. 126 Cyberknifes worldwide. Net Income 2.3M .04 eps. Service revenues up 144% yoy. $460,000 is service revenue for each knife and diamond contract. Prostate Cancer is #3 following brain and lung tumors. Cyberknife increased in the use of treatment in Prostrate and Lung. In Japan it is only approved for head and neck. Q4 enrollment for study for early lung cancer. New products from ASTRO conf. decrease treatment time by 50% of cyberknife. USA treatment per patient is $250,000. 5 is China 1 in Russia and India. Adjusted GUIDANCE FY 08 210-230M 50-64% growth..Customers are having a harder time getting credit to buy machine or build location THE BUNKER..lol. some customers are slowed down due to credit. MOST ARE NOT HOSPITALS with the credit problems...they are stand alone Clinics. THIS IS THE REASON WHY THE STOCK IS IN TROUBLE...There are possible changes in CMS which is still uncertain..hospitals to bill medicare for patients sent to these clinics can not bill medicare...BIG PROBLEMS IF THAT IS THE CASE. Yet, Medicare amounts have been set in Calif and a couple of other states. NO DEBT and 25M up to buy back when the stock is cheap. They pulled some customers out of the Backlog because they knew they could follow through with it. Sales team is focusing on more hospitals. Doctors are getting use to Radio Surgery. BUT THEY have to build Bunkers to use it..15-20% are the Clinics...analyst seem not to trust the Backlog numbers when CEO didn't have exact figures...too expensive and hard to set up.

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