Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (39274)	1/23/2008 2:41:04 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Yes, Herb. Good lesson in bias. I've sure been guilty of bias.

To: John Carragher who wrote (39274)	1/24/2008 10:33:46 AM
From: Bill Harmond	Respond to of 57684

ISRG is in a league of its own. Didn't even reach its 200 day.

To: John Carragher who wrote (39274)	1/24/2008 7:05:04 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Listened to the Cardica conference call. Steady as she goes, orders accelerating. Last questioner is worth listenening to. Asked estimated annual market opportunity. Company answered using procedures x prices and came to $1 billion in US. Frame of reference, company's current enterprise value is $111 million. I conclude my 50-bagger is really possible. Pretty astonishing. Also asked about any discussions with ISRG. Company said none at present, other than their increasing cooperation in joint surgeon training, and demonstrations at medical conferences, etc.