I think this may mean that we (and Varian) dodged a bullet in Healthcare reform. Utilization assumptions used in Medicare reimbursement don't move to 90%...

Also is the basis for Varian's upgrade today (Soleil). TOMO may be too small to see an immediate impact in PPS, but should give tailwind to revenues and estimates.

“The CMS will increase the equipment utilization rate assumption used to determine the practice expense for expensive equipment priced over $1 million dollars from 50% to 90%, but will phase in this change over a four-year period. The CMS also will not apply this change to expensive therapeutic equipment.”

http://www.orthosupersite.com/view.asp?r...