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To: Apollo who wrote (1817)2/8/2006 12:00:52 PM
From: John Carragher   of 2937
 
added some at $100.50 yesterday cannot fit anymore qcom in sock. g

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To: John Carragher who wrote (1818)2/8/2006 12:06:40 PM
From: alanrs   of 2937
 
Exactly. QCOM out weighs ISRG roughly 35 to one, even with the little add at 96.30 an hour ago.

ARS

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From: Thomas Mercer-Hursh2/8/2006 3:08:57 PM
   of 2937
 
Any one here reading or have read Dealing With Darwin?

Know of any forums where it is being discussed?

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To: alanrs who wrote (1816)2/11/2006 11:52:00 AM
From: Bridge Player   of 2937
 
<<Wanted to add that I like the product and I like their market position. Don't know yet if I like the company or the stock.>>

May I suggest that listening to the latest cc from their website may assist you in judging the quality of the company and the calibre of their management.

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From: Apollo2/13/2006 12:16:23 PM
   of 2937
 
ISRG.......

Did a PubMed search, which searches the National Library of Medicine.

One potential bowling pin for ISRG is General Surgery.
Search for "da vinci" brought out 41 references, some relevant, some not.

This recent reference caught my eye; the abstract is featured below.

Swiss Med Wkly. 2005 Nov 19;135(45-46):674-8.

"The da Vinci robotic system for general surgical applications: a critical interim appraisal.

Bodner J, Augustin F, Wykypiel H, Fish J, Muehlmann G, Wetscher G, Schmid T.

Department of General and Transplant Surgery, Innsbruck Medical University, Austria. johannes.bodner@uibk.ac.at

PRINCIPLES: The recently introduced robotic surgical systems were developed to overcome the limitations of conventional minimally invasive surgery. We analyse the impact of the da Vinci robotic system on general surgery. METHODS: The da Vinci operating robot is a telemanipulation system consisting of a surgical arm cart, a master console and a conventional monitor cart. Since its purchase in June 2001, 128 patients have undergone surgery using the da Vinci robot in our department. The mean age of the 78 female and 50 male patients was 52 (range 18-78) years. RESULTS: The procedures included 29 cholecystectomies, 16 partial fundoplications, 16 extended thymectomies, 14 colonic interventions, 10 splenectomies, 10 bariatric procedures, 7 hernioplasties, 6 oesophageal interventions, 5 adrenalectomies, 5 lower lobectomies, 4 neurinomectomies and 6 others. 122 of 128 procedures (95%) were completed successfully with the da Vinci robot. Open conversion proved necessary in 4 patients due to surgical problems, and two other procedures were completed by conventional laparoscopy due to robot system technical errors. 30-day mortality was 0%, one redo-operation was necessary and two lower complications not requiring surgical re-intervention occurred. The resection margins of all tumour specimens were histologically tumour free. CONCLUSIONS: Various general surgical procedures have proved feasible and safe when performed with the da Vinci robot. The advantage of the system is best seen in tiny areas difficult of access and when dissecting delicate, vulnerable anatomical structures. However, in view of longer operating times, higher costs and the lack of adequate instruments, robotic surgery does not at the moment represent a general alternative to conventional minimally invasive surgery."

Interesting comments. For the non-scientists on the board, recognize that this is a one-sided observational study, likely retrospective. Not a prospective trial, not even historically controlled. No severity of illness matched cohort study. Just observations.........represents "low" science.

FWIW,
Apollo

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To: Apollo who wrote (1822)2/13/2006 12:58:41 PM
From: tinkershaw   of 2937
 
Sounds like, by analogy, that the value chain for da Vinci is not complete. Lack of instrumentation and set up too long, use of product too long.

Then again, this is typical disruption. A product comes along that does one or two niche things better than existing methodologies, even if it is generally more expensive and cumbersome and overtime it gets better and better and before you know it, from under the radar, it takes over everything else.

Can't say if da Vinci will do that. But seems to me that instrumentation will develop, that set up times will decrease, and operating times will decrease over time as the da Vinci is improved and more and more surgeons gain experience on it, driving up the learning curve.

Just don't expect it to take over general surgery this year and next year and probably the year thereafter, but maybe.

Tinker

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To: briank who wrote (1815)2/15/2006 9:24:03 AM
From: figumia1   of 2937
 
Does anyone know if ISRG has any presence in any medical schools for the next generation of surgeon?

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To: figumia1 who wrote (1824)2/15/2006 11:53:35 AM
From: Peter Sherman   of 2937
 
As a surgeon, I can report that most hands-on surgery is taught in hospitals during residency training programs and not in medical schools.

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To: Uncle Frank who wrote (1696)2/16/2006 12:12:05 PM
From: stockman_scott   of 2937
 
17:34 NTAP Network Appliance conference call details (31.16 )

NTAP says it "feels great" to post a 30% growth qtr again... co notes new markets opening up in emerging biz segments, co looks fwd to more biz w/ IBM, as well (IBM represented about 1% of total revs in qtr.) NTAP is asked about add-on software strength; co says there is no single driver, says several software categories picked up. NTAP says it will start next qtr with better inventory position to meet demand. NTAP reported strength in all major geographies, points to its new FAS3000 midrange product line as a source of strength. Co saw petabytes shipped rise 30% sequentially, driven by FAS3000 units, and the resurgence of its 980 product. NTAP bought back 5 mln shares, cash outlay of $145.6 mln; co says it will continue to buy back stock, expects total shares out to decline modestly by the end of '06. Stock rises $3.14 to $34.30 after hours.

-Briefing.com

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To: alanrs who wrote (1816)2/21/2006 3:42:26 PM
From: Apollo   of 2937
 
ISRG........in freefall?

My read of the chart says it could very well go to 70, with a possible floor at around 88,.....
It's at $88 now. This should be interesting. I have no position. But I do like the company. Presently, I am still underwhelmed with evidence of other niches, or bowling pins, outside of Urology.

Ugly looking chart.
stockcharts.com 

Reminds me of some of my worst stock picks in 2000. I never dreamed JDSU could keep losing share value like it did; or even Qcom in 2000 to 2002, for that matter. ISRG isn't that bad.

I'm not a technician, but there appear to be one, maybe two gaps, that could be filled, at $75 and $50/share, before it bottoms?

Apollo

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