Intuitive Surgical Inc (ISRG)

[was CUIN2]

Much like computers, automobiles, etc. the da Vinci Systems that ISRG has placed in the last 7-10 years will have to be replaced. There is an ongoing need and pressure to continually provide patients with the latest and greatest innovations in the market. I do not see Robotics as a won and done deal. Plus, once the facility/hospital/outpatient surgery center has fully depreciated the equipment it's basically worth $0. Who wants a 7-10 year old outdated piece of equipment? This is where I see Titan eventually encroaching on ISRG's turf...