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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (26904)1/15/2006 6:09:05 AM
From: John Carragher  Read Replies (2) of 57684
 
isrg are selling their devices world wide. certainly the market cap is very cap and question entry into stock.. However if they can perform cardiac surgery without cracking open a person's chest i am one for this operation. cardiac surgery with davince was performed in philly last oct. my dr. told me their is another dr. in area for the last three years doing lapo type cardiac surgery. he never heard of davinci equipment or remote surgery.
isrg makes its money on replacement tools for davinci.. the machine costs 1million but maintenance for new cutting tools etc runs $250,m/$350, yr. Now if this machine gets more uses and avoids a couple of more days of hospital stay and chance of infections it would seem hmo's etc would get behind the procedure. resistance currently would be surgeons who have to learn to use the machine and it also reduces the amount of procedures in a day therefore less income to surgeon.
still open on this stock.. but price of stock is out of sight and shorts are going to win big or go broke.
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