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Intuitive Surgical: Growth Stock With Little Room For Error

As a long time holder of ISRG (6-7 years), now playing with the house's money, I think you miss a few points that may be worthwhile considering (altho' I have not reviewed this company recently in detail). The recent "disappointments" are often related to product launches, corresponding to the periods preceeding an important addition/new DV system. The revenues from supplies are rapidly approaching (or may by now have exceeded) those of the (VERY expensive) systems. The surgical (and non-surgical) procedures for which the DV system may ultimately be preferred are numerous, including many intracavity (abdomen/chest/skull) cardiac and bypass procedures; these should increase significantly as more and more surgeons are trained and become skilled (big learning curve). Then, consider the potential for remote control of procedures...when patients cannot be transported or where a procedure is indicated in a facility with a DV system, but where on site personnel are not skilled in that procedure. Obviously, I plan on holding the rest of my position for awhile.