I couldn't agree more. Never in my wildest dreams would I imagine a world where we have competitive market shares with ISRG. By competing I simply meant we have a viable product that can directly compete for sales, fill their gaps, and steal ISRG's would be business in certain markets.
The F150 is the most popular truck on the road today, but that doesn't mean the Toyota Tunda isn't a direct competitor for a buyer's business...with a continual rise in market share year over year. Would never expect it to have competitive market share with the F150.
P.S. I for one like your analysis on this company. It doesn't change where I stand personally, but several of you offer viewpoints I just wouldn't have fathomed on my own...for what that's worth. The trader mentally and continual analysis really does fascinate me. I'm just to dumb to understand a lot of it