Travis Johnson

Accuray's Cancer Blaster vs. Intuitive's Surgical Robot

Hi folks -- when you added the charts you mistakenly put in ARRY for Accuray, not the correct ARAY. Thanks!

Earnings Reports Sends Intuitive Surgical Shares on a Wild Ride

I don't know much about Kyphon, but from what I know it's much more specialized and so probably quite a bit easier to forecast ... so I can't tell you how ISRG compares. I don't know if you want to pay a premium for ISRG, and clearly there is a growth premium on this stock, but I think it's more than reasonable given the potential growth -- the company believes they've reached about 10% of the potential installed base they can have in the US, which, if at all a fair assessment, gives us many years of dramatic system sales and procedure growth. We'll see, but I'm very encouraged by growing gynecology use and the continuing research studies that detail the impressive efficacy of the ISRG system.