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Wednesday, September 09, 2015 2:48:00 PM
so it sounds to me like the refresh process will be highly profitable to S3D, but also somewhat complex and play out over a period of perhaps a few years... it will begin with a reassessment of sites... likely there will some that are obviously ripe for this particular refresh... and those sites will probably be first... and then depending on manpower, etc... between Novarad and S3D... maybe 40-50 sites will be refreshed per quarter over a period of 2-3 years... ??? all speculation of course...
and from your post I gather there are elements that will part of a refresh, elements such as storage which could become new sales... and always the possibility for some sites that the refresh will be renegotiated into a brand new IT contract if entire new systems are called for...
finally we know that this is growing... the 400 sites have become 430 with Novarad... and now there are an additional 200 sites which are not directly Novarad, but which somehow tangentially grew out of the Novarad refresh project... so as the market is getting a taste for what S3D can do the market appears to be liking what it sees and asking for more...
I am guessing that we may see a g-series device for healthcare soon... as always... jmo... glta...
really appreciate your response...
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