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Re: DewDiligence post# 78113

Monday, 05/18/2009 6:06:56 PM

Monday, May 18, 2009 6:06:56 PM

Post# of 257438
>>ISRG – The “same store” sales growth
You do understand me correctly. I think it is important to see the installed base show procedure growth. The robots need to return on the investment for the hospital. Why dedicate a surgical suite to a Davinci if you are doing three procedures a week? Call me old school but I think looking at revenue is the best way to show growth. The numbers for instruments and accessories are Q3 08 76 million Q4 08 81.6 million Q1 09 79.6 million. OK, I am done until the next quarterly report.

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