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Sunday, April 06, 2014 6:03:17 PM
In particular, I share the same sentiment as you that there is an "emotional component" to the purchase of Titan and that ISRG has helped pave the pathway forward for companies like Titan with financial information/adoption rate data to earnings success. If they simply target the untapped market as you mention, it will quite extraordinary.
Many IRSG investors are taking a more serious look at Titan now and doing their DD. Many of them never had the explosive ride up in the formative years of ISRG/Computer Motion. 100 shares of ISRG for 23000 shares of Titan seems like a very good value IMO.
Anyway, great commentary and perspective.
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