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Re: BigT82 post# 82180

Tuesday, 02/19/2019 1:19:52 PM

Tuesday, February 19, 2019 1:19:52 PM

Post# of 140467
I'd like to say ISRG may be spreading themselves too thin with a 3rd robot platform...neither SP or ION is coming into existence without competition, like they enjoyed with DaVinci. However, they are so large and profitable I don't doubt they can handily cover two new product lines in the market. They are a good company from an investor's perspective, and additional revenue streams only strengthens their position. Their reputation with clinicians is quality so I imagine they will do reasonably well with SP and ION.

Doesn't worry me as an TMDI investor (*ahem* adrocks) because to quote BigT it validates the market and SP is NOT made for ASCs like SPORT is. I believe thay will be SPORT's competitive advantage.