Mike, ADAC produces three things. 80% Nuclear Medicine equipment, 15 % Radiation Therapy Planning systems, and 5% Hospital information system (not oncology specific). The only products that they compete with Varian on are RTP systems, and ADAC is the market leader with their Pinnacle product. We have one. CMS, a private company is second, with Varian struggling with the rest of competitors for third. But, Varian just entered this arena two years ago, whereas the others have been there for the long haul. Where Varian has plenty of room to grow is where hospitals building new therapy centers are installing all new equipment and Varian offers the "whole package" allowing the hospital to only have to deal with one vendor for all equipment (Linear Accelerator, Simulator, RTP system, Radiation Oncology specific information system, HDR afterloader for brachytherapy).
As for the others, OEC is no where near competing, Spacelab is a partner of Varian on their Brainlab stereotactic product, I am not sure what products CR Bard produces.
On the issue of x-ray tubes, remember that I have been told that Varian has a patent on new solid state cooling devices for x-ray tubes that eliminates the need for oil in the tube which is in a vacuum and when it cracks can cause tremendous damage to other parts of the machine. Thus, they may increase their x-ray tube penetration higher than 25%.
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