2 Reasons Barron's Is Wrong About Intuitive Surgical [View article]
The Barrons article misses 2 points (at least). 1. Upgrades - Just this quarter ISRG sold 6 upgrades and from my understanding they resold the returned machines at close to normal prices. 2. Additional Procedures - The barrons writer does not see any additional surgeries that can currently or in the future be performed by DaVinci or DaVinci 2/3/4.
Think of where Intel would be if no one ever upgraded a PC and gone are the days when ONE pc in a home was wishful thinking.
2 Reasons Barron's Is Wrong About Intuitive Surgical [View article]
1. Upgrades - Just this quarter ISRG sold 6 upgrades and from my understanding they resold the returned machines at close to normal prices.
2. Additional Procedures - The barrons writer does not see any additional surgeries that can currently or in the future be performed by DaVinci or DaVinci 2/3/4.
Think of where Intel would be if no one ever upgraded a PC and gone are the days when ONE pc in a home was wishful thinking.