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Saturday, September 08, 2018 7:27:55 PM
I know that she is very shrewd in managing the “existing” manual business, no question, but is she forward thinking, a visionary, that is the billion dollar$ question. Anyone with insight on her would be major!!!
Google/Ethicon aka Verb are concentrating on software efficiency of robotics. Don’t know if they want to take that to the hardware level. Olympus is making an aggressive comeback to rigid endoscopy, most notably urology, having dominated the flexible market and they have the $’s to buy Intuitive. Stryker and S&N have the ideal public structure to make a transaction “easy” but they are more on gen lap and orthopedics. Having said all this, its not important as to who, but for the simple fact that SPORT is wide open to everyone says a-lot in itself as to the prospects. TMD reminds me of a twelve point deer just waiting to be taken down.
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