Re: Meyers' takeaways - Medtronic's and Mazor
Exactly, that is why I do not understand how MDT is a competitor for ISRG, many also list Stryker as a competitor when Stryker makes robots for Knee replacement surgery and other orthopedic procedures. It will be interesting to see what JNJ and Verb are doing, something tells me what they are working on will work in concert with Da Vinci and not be a direct competitor. I think they are working on a 'connected operating room' where they use data fusion of X-Rays, CT Scans and video of the operation in progress to aid the surgeon during the operation.
JMHO