This was a reference to the brand new DaV X, which will function both as an add on for existing Si customers as well as a start up for new customers. Its ASP is still TBD but will be geared to the "value" oriented market (read: cheaper as in India, etc).
Gary mentioned several times that he is very excited about its launch in the next quarter(or 2) but although not brought up, I think this is management's way of coping with new competitors, who may go to market with lower price points. Gary has said for at least a couple of years, in dealing with competition, that the company is intent on offering customers a choice of products, with each price point bringing with it an attractive robotic benefit.
Pezel
mazimizing benefits to customers as at both