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Monday, 04/13/2015 8:10:26 PM

Monday, April 13, 2015 8:10:26 PM

Post# of 140510
I think the SA article articulated some important points. The robotic sector is going to grow. That the JNJ robot prototype might BE Titan. That there will be competition. Given that though, it is clear that there is a very large bias. Clearly it sounds VERY FAMILIAR/SIMILAR to a certain poster on this board who loves another stock and tries to promote it like crazy! Maybe the author of the article??? AND SERIOUSLY a ten year outlook of only 3% share in the market!?!?! How can one possible say this? In ten years, ISRG went from nothing to a 19BILLION dollar company. In TEN YEARS Titan will only be worth 8-900million??? Stupid. Especially when you consider they say the robotic market will grow 12-18%/yr! In Ten years that puts ISRG conservatively at a 45BILLION dollar company if they keep the growth in their pocket. I would say that it is reasonable that 3 or four players will be present. Titan being one of them. At 5% of the market, that puts Titan at at least 2.25 Billion, considering current SO, that is approximately a price of 16. In ten years a lot can happen. McDonalds does not own 85-90% of the market share!! To value Titan at such low levels and at an equal playing field as TRXC is just ridiculous and full of pathetic bias.
I think that this year we will learn one VERY IMPORTANT fact..... IS JNJ/GOOGLE's prototype TITAN??? We could learn this at any point from tomorrow to the Q4 announcement of completed commercial products. If it is one in the same... well, an explosion in PPS will happen IMO. If it proves to be different and Titan is truly competing with ISRG and now JNJ/GOOGLE..... then we have a longer road to battle. I think that this will be a VERY interesting year and there could be a surprise in either direction at any time. I am personally hedging my bets. Because by years end, if we find out the latter, and we have stiffer competition to go against, at least we have a product to test!!! THAT in and of itself will support a higher PPS. AND, that is when another company might offer some buyout options.... I think minimum we are good for a 100-300% gain within the year. IF...IF JNJ/GOOGLE has anything to do with Titan, then the percent market share will most certainly be huge and a soon 8-10BIllion MC will be realistic. That is 50+++PPS. Of course I want to dream big. :)