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Re: OR Nurse post# 115458

Saturday, 09/12/2020 6:48:27 PM

Saturday, September 12, 2020 6:48:27 PM

Post# of 140474
If Medtronic allowed it to be public knowledge that they were buying Titan, then Titan shares would skyrocket and cost them waaaay more than they would otherwise pay. So they cannot publicize a future buyout if that's what is in the works. They just can't.

But if they don't, they are at risk of having to compete with the technology that they will be offering. Same tech, two companies (maybe three) offering it, means price wars, low profits, hence absolutely foolish business move to allow the possibility. Whether they would be competing against Titan or against whoever subsequently might buy Titan, they could be forfeiting half to two thirds of their potential market share. Is there a logical argument to support this possibility? Or does it seem more feasible for them to plunk down a couple or few billion up front to be the sole viable competitor for ISRG? Feel free to put some ballpark numbers around any such supposition and a clear pathway should emerge.

Feel free to share your numbers here!

Just something for the doubters to consider.