What we have here is disconnect. Dr Koop bellies up to the bar with a $89 million payout to AOL, KOOP upticks, hardons grow in proportion, and investors get dizzy and stupid from loss of blood to their head.
I say disconnect, because revenues not expenses drive growth. If anything, the KOOP-AOL deal reflects the cost/value of linking a healthcare site to a portal.
I once said the YHOO deal was big for MESG #reply-10339184. Now with the KOOP Scoop, the value of this deal is coming into focus. Recall #reply-10238908. For those still suffering from a light head, the keywords are Yahoo!'s Fusion Marketing Online(TM) (FMO) program as in #reply-10339047. In short, MESG will benefit from the Healtheon Alliance with Yahoo! Now, thanks to the poop on KOOP, we have more insight as to the value of that deal.
Unlike Dr Koop, MESG will be on the revenue side of the deal. For the money, MESG is a better buy than KOOP.
The sleeper has yet to awake! |
