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Technology Stocks : eDrugstores: Drugstore.com, PlanetRx and Soma

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To: Rollcast... who wrote (114)7/9/1999 2:05:00 AM
From: Tom D  Read Replies (3) of 254
 
Ranking HLTH's competitors

1) HLTH/WEebMD: $10B market cap. Ranked first because of its strong corporate alliances and ownership (KPCB AND MSFT in same company?)
2) CARI: Formidable. $4B market cap. In-depth info at this link...
e-analytics.com
3) PILL: $300M market cap. Good software, healthy customer base.
4) SCNI: $65M market cap. May expand more to become a fully-functional competitor, at least from a technical standpoint.
5) CLAI: $45M market cap. Lots of EMR companies theoretically have the functionality to compete with HLTH. But only one company will ultimately set the standards for medical transactions on the internet. Here is a story about CLAI's ambitions.
quicken.excite.com
6) SBTK: $300M cap is not focused on medical transactions portals, so I put them last.

Tom D
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