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cptjsd

09/12/15 10:19 PM

#25295 RE: RockoTaco #25294

Good points Rocko. Long term-this is a winner and I am confident it will be successful. As far along as Titan is and the IP they own....it will eventually pay off. Short term-it's still very scary to warrant holders. The news and milestones over the next few months are going to be very crucial for short term investors/warrant holders....hence the frustration on this board. I am both long on this company but the majority of my position is on warrants which expire in early 2017. I bought warrants based off of the previous timeline and before the timeline delay so I thought there wouldn't be an issue and even though 2017 is over a year away-it feels more like a gamble than an investment. My warrants are worth 1/4 of what they were and I could sell and convert the rest of the funds back to stock but that doesn't make sense to me. I'm piling more money into stock so I don't have to worry about timelines but would love to see my warrants make a little money.
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Geo2014

09/12/15 11:26 PM

#25296 RE: RockoTaco #25294

Im not saying it wont happen. I wont say that it wont happen. Do I predict it happening? NO!! But saying "It could happen" is not a valid argument. Anything CAN happen and SOMETHING will happen.

Most, including myself, agree with you that Titan will get taken out long before they even have a shot at reaching those levels. I cannot see a scenario where Titan goes it alone and reaches ISRG levels. The odds are very very low and there are several factors, including those Ive discussed already, that need to be entered into the equation. I do think SPORT would have the most success if a company like Ethicon were to acquire it. They have all the resources to make it as successful as it can be. Time is a factor in all of this and SPORT has a narrow window of opportunity. Whoever owns and markets the device does not have the same luxuries that ISRG has had over the last decade. Their is competition on ots way and their is a finite number of potential customers. This market is a pimple on an elephants ass compared to Apple's smartphone market. Those comparisons are just way off base.

Now, with your comment regarding the dozen or so people you know who have invested in Titan... I know a few myself, you missed my point again. I said to ask 20 or so random people if they invest and, if so, what they know about the sector. Titan/SPORT ISRG/daVinci are not and will not be "household" names. I keep harping on this because I keep hearing the comparisons to companies like Apple, Samsung, Amazon, IBM, Microsoft, and others. The individual markets and the public knowledge of these markets are not comparable. I am assuming you are involved in the healthcare/pharma/med industry somehow... safe assumption? If so, you are around people who have some knowledge of the business and track this info. You cannot compare that with the general public that automatically participates in the other sectors like communications, restaurants, electronics, etc. The surgical robotics industry is at a disadvantage when it comes to marketing to broader populations compared to these other industries. That is just the nature of the beast! Now if Titan decides to get into video game consoles or virtual reality devices, the market may be more attentive!