Aijaz

Intuitive Surgical Is Toast

this is about the dumbest piece of investment writing i've ever read. are people at seeking alpha actually paid to do this??? this is opinion sans fundamental knowlege masquerading as financial information. it really stinks.. hire someone who knows what he's talking about.

Safe Haven Investments Amid a Global Crisis

it's amazing how little americans know about iran and yet continue to harbor such horribly negative emotions about it.

would it surprise you to know that the CIA was responsible for bringing a ruthless regime led by the shah of iran into power... after he was overthrown, iraq was prodded into fighting against iran in the murderous policy of "dual-containment." it's no wonder ppl around the world hate america for it's meddling... and all the more reason why iran seeks independence and an ability to stand on its own two feet. iran hasn't attacked anyone, so war mongering and claims of a nuclear iran attacking everyone mercilessly is a dream perpetuated by those who have an agenda to serve.

Hospitals' CapEx Cautions May Be Limiting Intuitive Surgical Growth, For Now

Thanks for the response, but I'm really surprised by what you've written.

Management has always informed investors of seasonality in their earnings. Q4 is the strongest quarter in the year. Q1 is typically weaker than the prior year's Q4 for system sales.
Guidance was raised to 42% sales growth for system sales. It's also meaningful to note that this "small" increase in system sales growth was on top of increased guidance the previous quarter. I'd recommend you listen to the past couple of conference calls to get the facts straight.

Hospitals' CapEx Cautions May Be Limiting Intuitive Surgical Growth, For Now

i think this comment needs further clarification.

"concerns about hospitals’ total capital spending budgets in the face of the tight credit market and other factors coupled with the company’s slightly lower than expected revenues guidance for 2008 knocked $60 off the price of ISRG Friday."

sales guidance on da vinci systems was increased on the latest conference call. 3 months ago an oppenheimer analyst assumed that sales would slow due to problems in the capital markets. it caused the stock to drop to $227. a few days later his assertion was emphatically rejected by management. since system purchases are a capital expense, it hardly makes sense that anyone is concerned about capital budgets when management is raising their guidance for system sales.

Is Intuitive Surgical Attractive in a Bear Market?

credit concerns at the hospitals? delayed capital expenditures? you obviously didn't listen to the conference call!