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Replies to #78007 on Biotech Values
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microcapfun

05/16/09 11:42 PM

#78009 RE: microcapfun #78007

>>Q4 is always the peak for system sales, but yes - of course hospital cap ex is down.<<

Before somebody jumps on me ... the exception to this rule was 2008. The hospital cap ex crunch was already hitting by Q4, so Q3 system sales exceeded Q4 system sales in 2008.

micro
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genisi

05/17/09 1:46 AM

#78017 RE: microcapfun #78007

ISRG - da Vinci systems

Suspension of guidance for systems revenue and instruments and accessories revenue, makes me cautious about the increased overall 2009 procedure growth guidance. Is it the just the stocking orders or other reasons? If there were also fewer procedures/system, it might get worse.