How do you find the energy to ramble on about nothing every single day? The thesis of MAKO is sound - large joint replacements are the most profitable types of surgery out there when you factor in that patients have a very low risk of dying (liability insurance) - this is hurting ISRG a bit right now as we see in the news. Sounds like a great area to have space in.
Don't disagree mgmt has faltered. Hate to be cold-hearted, but they can be replaced. ISRG didn't really take off until Lonnie Smith took the controls.
Truthfully, with over 15K procedures, Mako has ALWAYS owned the ortho robotic space. Getting too worked up about competition from start-ups like Stanmore and Bluebelt is a bit ridiculous. Biggest competition comes from Stryker, Zimmer, DuPuy (J&J sub - which commented on softness in ortho procedures for 1Q, btw), and Biomet. The focus needs to be on execution against the existing, traditional players.