Somewhere over the RAINBOW...

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anonymous

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Does anyone actually use rainbow sensors. On the investor calls, it sounds like they are mixing board and monitor sales with sensor revenue. Doesn't seem like anyone actually uses the sensors other than the reps at shows and presentations. Is the revenue overstated? Perhaps that golden thread deserved a pull.
 






Why else would they force Phillips to integrate the boards, so they can show what looks like customer demand for rainbow...

Masimo sues Philips over medical monitors

Masimo Corp. (NDSQ:MASI) filed a lawsuit accusing Philips Healthcare of infringing on patents for measuring blood oxygen levels with the IntelliVue line of noninvasive pulse oxymetry devices.

This latest suit is part of a longer history between the two companies, including another Masimo lawsuit against Philips two years ago, Law360.com reported.

The companies are also occasional partners. They announced last month that they had reached a long-term non-exclusive agreement to integrate Masimo’s rainbow SET technology into Philips Healthcare’s products.
 






Straight from the settlement agreement:

4
JOINT COMMUNICATION
4.1
The CEOs of Philips and Masimo will coordinate and participate in mutually agreed joint communication for patient safety and better outcomes.
4.2
Philips will make a one-time $[…***…] donation to the Masimo Foundation by December 31, 2016, to a bank account to be specified by Masimo.
4.3
The CEOs of Philips and Masimo will jointly participate in Key Opinion Leader events as mutually agreed by the Parties.

https://www.sec.gov/Archives/edgar/data/937556/000093755616000407/masi-20161105xex101.htm
 


















anonymous said:
https://www.cercacor.com/pages/about-us-team

How many of these things can he weave together with PSM, Cercacor, MASI. Still can't believe how blatant the PSM is:

https://patientsafetymovement.org/w...d-induced-Respiratory-Depression-081518-1.pdf

Half of these actionable plans are little more than masi sell sheets...
Click to expand...
It’s one of those magic Masi pretzel-puzzles. Don’t be a hero and think you can solve the thing or question whether it should be allowed or not. The only advice I can offer you is the same I’d have to offer anyone facing a problematic situation that’s been influenced by, or financially supported by Masimo or its founder & CEO Joe Kiani: Maintain a steady flow of outbound resumes at all times and watch your back like a paranoid schizo. With regard to the preservation of patient care,
do as joe says, not what he does.
 










































On the latest earnings call. They doubled down 10x that they had a 200 Basis point impact due to competitive conversions. HOWEVER, this past year has been the lightest ever with conversions he's named. Appalachain Regional, LifePoint and Univ of Utah. How on earth would those have that big of an impact on gross margin. Have they even converted yet......Something is off here. It seemed like the investment community sensed it this time. Almost every question was on this topic.
 






anonymous said:
On the latest earnings call. They doubled down 10x that they had a 200 Basis point impact due to competitive conversions. HOWEVER, this past year has been the lightest ever with conversions he's named. Appalachain Regional, LifePoint and Univ of Utah. How on earth would those have that big of an impact on gross margin. Have they even converted yet......Something is off here. It seemed like the investment community sensed it this time. Almost every question was on this topic.
Click to expand...
 






anonymous said:
On the latest earnings call. They doubled down 10x that they had a 200 Basis point impact due to competitive conversions. HOWEVER, this past year has been the lightest ever with conversions he's named. Appalachain Regional, LifePoint and Univ of Utah. How on earth would those have that big of an impact on gross margin. Have they even converted yet......Something is off here. It seemed like the investment community sensed it this time. Almost every question was on this topic.
Click to expand...
Sounds like more of Joe’s fairy land bullshit to me. That’s the problem with companies like Masimo, When the CEO has been found guilty of Fraud, Oppression & Malice, among other crimes against humanity & public safety, you just can’t believe anything they’d ever say on an earnings call. I wouldn’t trust that CEO any further than I could drop kick his filthy head.
 






anonymous said:
Does anyone actually use rainbow sensors. On the investor calls, it sounds like they are mixing board and monitor sales with sensor revenue. Doesn't seem like anyone actually uses the sensors other than the reps at shows and presentations. Is the revenue overstated? Perhaps that golden thread deserved a pull.
Click to expand...
 






anonymous said:
Does anyone actually use rainbow sensors. On the investor calls, it sounds like they are mixing board and monitor sales with sensor revenue. Doesn't seem like anyone actually uses the sensors other than the reps at shows and presentations. Is the revenue overstated? Perhaps that golden thread deserved a pull.
Click to expand...
Incredibly overstated.
 






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