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Author:

Jam ok

Subject:

Off Topic

Date:

11/07/17 at 1:03 PM CST

 

 

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Sentiment:

Neutral

OT - NOK

<p>OT - NOK - Nothing here but a general view of NOK's dropping of it's VR camera and getting focused on making its acquisition that will help it grow in healthcare products field:</p> <p> <a href=" marketwatch.com/st...-10-10">marketwatch.com/st.../a> </p> <p>No indication of how substantive the health care products initiative may be. But the idea itself sounds smart - with networking pretty dead for the forseeable future, could initiatives into fields where capex spending is pretty robust make a meaningful impact on revs? Or is the main business so dominant that it'd take a very long time to develop divisions divorced from the main business? I'd think the latter, but would hope not. Intuitive Surgical (ISRG) just continues to march north, blowing past analyst's PTs as if they didn't exist. I think with AI continuing to develop, the number and proficiency of things like 'AI Assisted Surgery' will just become more in demand. Imagine it - you've got a rural hospital and the chief surgeon can't tell a spleen from a gall bladder. A remote AI program images the patient's body in 3d VR, and guides him/her into making the best choices as the procedure progresses. Maybe NOK sholdn't have stopped that VR camera development after all. (Just kidding - good decision just to make it a license-able product but not pour money down that drain.)</p>

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