Your statements kept bringing to mind Clayton Christensen's (CC) innovation process. Disruptive innovations start at the low end, supported by your observation that robotic surgery is not better and has definite drawbacks for the surgeon. Robotic surgery is very new and not better, yet the buyers demand it, so they (the market) sees a value provided that is not yet recognized. This statement is more true for MAKO RIO than for da Vinci because disruptive technology also finds new markets. Partial knee for MAKO. As far as I know, the da Vinci didn't find new markets but mostly played on the fear of impotence (da Vinci suppresses surgeon's hand tremor).Denny Schlesinger
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Rat