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Intuitive Surgical, Inc. Message Board

  • mzbhaven504 mzbhaven504 Sep 12, 2005 10:14 AM Flag

    New York

    Any young lady with child who would like a new start on the east coast im willing to help you out and open my home to you but you would have to contact me via email @ mzbhaven504@yahoo.com or via phone 347-661-7496

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    • 1mill in scopes and stuff.

      im not sure thats as much of an anomaly as you think.

      we needed it at our institution so I could do 2 cases per day.

      the 2nd and 3rd set of scopes will continue i think, although probably not to the same extent.

      Doc

    • Without getting into too much detail, I have earnings at .42 for the quarter.

      Additionally, I pronounce that ISRG will have their first sale in China.

      I mean, we're pulling these things out of our hat, no? And I was pretty on-target with the OUS sales last quarter...let's see if I can get a streak going... :-)

      Dr. Grumpus

    • >>Why is your RR estimate so small?<<

      I don't think it is. I have instruments and accessories revenue of $17.5M, up 70% year over year, even though it is being compared to a quarter (Q304) which had a $1M benefit from a timing issue. That's higher year over year growth than we saw Q1 of this year.

      And I have service and training revenue of $9M up 45% year over year. Service and training revenue is pretty well predictable so probably we won't have much disagreement there.

      micro

    • fizziksman47 said: << Q1(05) [EPS were] up substantially y/y but down sequentially from Q4(04). The market reacted by driving the share price down about 20%. I had bought at $50, and I made an equal purchase at $43 after the earnings release, betting that the drop was an irrational reaction to the sequential decline in earnings. Now that you mention it, I hope the same thing happens after Q3(05) earnings are a disappointment sequentially. I'd love to pick up some shares at $60 before the Q4 earnings pushes the price to new highs. >>

      My thoughts: Keep some powder dry. This company having increased visibility over the past year will make it a likely target for a stampede if an earnings "disappointment" should happen again. It may not, but it would be a shame to see a bargain and not be able to capitalize on it. The trend for this stock, which you seem to see as well as many long-term longs who still are hanging in, should continue its upward movement as long as the company keeps doing what it is doing. Pullbacks on sequential hiccups are, I agree, temporary bargain moments if the stock does indeed continue its general upward trajectory. Congrats for pulling the trigger on the drop to $43. You saw quite correctly that it was only a temporary drop.

      As has been so well explained here before, the myriad patents, the [now] total lack of competition, the da Vinci's wonderful acceptance by patients, hospitals and surgeons, and the excellent management has set in place a hard-to-beat opportunity for corporate profits and share-price growth. The fact that their replacement-of-consumables business is so strong is yet another happy note regarding their overall business plan.

      How the stock reacts short-term is the biggest uncertainty. Long term, "way up" continues to look very certain, at least to me.

      Just my humble opinion. The "Tontos" may disagree...

      Best of timing to you!

      td - Keeping some powder dry.

    • "Q1(05) was up substantially y/y but down sequentially from Q4(04). The market reacted by driving the share price down about 20%."

      fizziksman - I agree completely that this is the reason the stock got hit and fear the same thing will happen again. I really hope it does not but if it does I will load up on ISRG shares.

    • "Any young lady with child who would like a new start on the east coast im willing to help you out and open my home to you but you would have to contact me via email @ mzbhaven504@yahoo.com or via phone 347-661-7496"


      Excuse me sir...I believe you are on the wrong message board ISRG stands for Intuitive Surgical not Interested Singles Reply Group

      • 1 Reply to redsoxkkkk
      • Get out your crystal balls and don your reasoning hats, and take a stab at what you think the net earnings per share will be for this quarter.

        If you include some explanation for your reasoning, that will keep it from being so "Tontoistic."

        I am guessing $0.52, 30% above last quarter. I think both their consumables revenues and da Vinci sales will be modestly more than last quarter, based mostly on the talk about this being typically their slow quarter. Simplistic, yes, but it's only a guess. It is hard to make a very informed guess when they tend not to provide much guidance beyond that in their conference calls.

        I've been kind of nervous about whether they will meet last quarter's earnings or if there will be a temporary slowdown on the number of procedures and dV sales over the summer months. Admittedly, I don't know. I hope there is abour a 30% growth in total net sales for this quarter over last.

        I do expect them to gain a lot more in future quarters, however. This is a forefront technology, and it is clear that people widely prefer undergoing surgeries that are performed with the use of this tool over the alternatives.

        If October's earnings is modest QoQ, I expect it to more than catch up the next time around. At a guessed $0.52 for this Q, I expect a YoY quarterly earninngs growth blowout. What was it last year, .14 or ,17?

        OK, what are your guesses this quarter? Step up, get it right or maybe stub a toe; have some fun.

        td

        PS: Funny reply, redsox - not the "Interested Singles Reply Group" - good one!

 
ISRG
695.96+3.71(+0.54%)Aug 23 4:00 PMEDT