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I disagree with your assertion that Masimo has the money to compete. Apple's upside to employing these folks to build the tech into the Apple Watch is FAR, FAR

I disagree with your assertion that Masimo has the money to compete. Apple's upside to employing these folks to build the tech into the Apple Watch is FAR, FAR greater than Masimo's potential sales growth for existing pulse ox devices (or patent licenses). With Apple Watches being licensed as medical devices for ECG & pulse ox, this gives clinicians even more reason to leverage them with patients for convenient 24/7 home monitoring. It's not the same market Masimo is serving, at all.

runako 1y ago
I specifically did not address any of the corporate competitive dynamics, although it is worth noting that this is more of an existential issue for Masimo than Apple. My core point is is that Masimo has far more than enough money to pay strategic employees enough money to keep them. Again, I doubt they would have to go as high as $5m/year for each of the relevant engineers. Masimo could spend that without making a major dent in their finances. Could Apple up the ante and make offers of $5B/yr to each engineer? Sure, but we are likely talking about the difference between Masimo offering $150k and Apple offering $500k. These are numbers any public company can afford.
richiebful1 1y ago
Masimo sells a health monitoring watch. [1] There is direct competition here. [1]. https://www.masimo.com/products/monitors/masimo-w1-medical-watch/ https://www.masimo.com/products/monitors/masimo-w1-medical-w...
- FireBeyond 1y ago
  This product WAS generally marketed to the healthcare field, not to people directly. It was literally described in the page you referenced: "Arm your patients with continuous measurements in a comfortable, lifestyle-friendly wearable—helping you deliver a true telemonitoring experience." > automates the collection of clinically accurate measurements to help support: -Post-surgical recovery -Chronic care -Patient management I say "was" because it was possible to buy it as a consumer, but there's still no direct competition, as: "Please note that all Masimo consumer products have been discontinued. These include: MightySat® Masimo W1® Sport Watch Opioid Halo™ / Masimo SafetyNet Alert™ Radius T°® Continuous Thermometer Masimo Stork® Vitals, Masimo Stork Vitals+, and Masimo Stork Baby Monitor"

runako 1y ago

I specifically did not address any of the corporate competitive dynamics, although it is worth noting that this is more of an existential issue for Masimo than Apple. My core point is is that Masimo has far more than enough money to pay strategic employees enough money to keep them. Again, I doubt they would have to go as high as $5m/year for each of the relevant engineers. Masimo could spend that without making a major dent in their finances. Could Apple up the ante and make offers of $5B/yr to each engineer? Sure, but we are likely talking about the difference between Masimo offering $150k and Apple offering $500k. These are numbers any public company can afford.

richiebful1 1y ago

Masimo sells a health monitoring watch. [1] There is direct competition here. [1]. https://www.masimo.com/products/monitors/masimo-w1-medical-watch/ https://www.masimo.com/products/monitors/masimo-w1-medical-w...

FireBeyond 1y ago
This product WAS generally marketed to the healthcare field, not to people directly. It was literally described in the page you referenced: "Arm your patients with continuous measurements in a comfortable, lifestyle-friendly wearable—helping you deliver a true telemonitoring experience." > automates the collection of clinically accurate measurements to help support: -Post-surgical recovery -Chronic care -Patient management I say "was" because it was possible to buy it as a consumer, but there's still no direct competition, as: "Please note that all Masimo consumer products have been discontinued. These include: MightySat® Masimo W1® Sport Watch Opioid Halo™ / Masimo SafetyNet Alert™ Radius T°® Continuous Thermometer Masimo Stork® Vitals, Masimo Stork Vitals+, and Masimo Stork Baby Monitor"