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DukeSilver

01/07/15 8:41 AM

#19566 RE: elcaribes #19565

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
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DukeSilver

01/07/15 8:49 AM

#19567 RE: elcaribes #19565

Also, I used to work for a company that had roughly 2-3% market share in that sector with 5-6 competitors, the largest of which held about 50% market share. We were all competitors of each other, often we were all in the hospital at the same time trialing/demoing for business. We continually grew year over year and after 5 years we had knocked out 2 competitors all together and stole about 6% from the leader. That's all I can ask for in Titan.
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Bristol19

01/07/15 7:00 PM

#19588 RE: elcaribes #19565

The read from the market is a complete f*ing yawn in regards to Titan. It is almost impossible to believe the lack of interest or confidence. The market has lost any idea of them being the next big robotics player; simply GONE.

When I'm optimistic I say the market lack-of-interest doesn't matter, as long as they are still busting ass to produce. Can't be too sure of that though without info.