Oh boy, everyone was saying the same thing with ISRG. Never happened. Probably will not happen here either.
Your opinion on whether that would be a good or bad thing should directly tie to your time horizon on investments. Do you want smaller returns in a shorter time, or much more in a longer duration. JMHO
MY opinion......No sale. Won't happen. Same guys on the board. Same strategies will apply here. Better hire a better sales force and get many more units on the pipeline! Triple the sales force or higher some people away from ISRG and sell this crap out of this unit. They should never come up short on sales ever ever again.