rdww, I would say the alliance does a few things:
1) complements the portfolio that MSH offers
2) aligns MSH (not so well known in the world, but known in Canadian health care sector) with PWA who have over 1,400 places of installation - gives recognition to MSH and makes them "larger"
3) in complementing the portfolio, MSH can integrate its software with PWA's and sell a solution that is bigger in $ volume
4) in complementing the portfolio, MSH can now present their solution to larger clients
5) opens up the possibility that PWA can help market MSH's complementary software when PWA approaches prospective customers
6) permits MSH to approach any contacts they may have in HR dept's at prospective clients
7) the US healthcare market is much larger than that of Canada - any slice would be great and great for a co whose expenses are in Cdn$ to earn $US revenue -- look at all those brokers in Canada who trade US stocks for their clients ... they get US commissions, yet their expenses are those of Canada
MSH has, imo, built it's model in the Canadian market, worked the wrinkles out, etc. and is now ready to export it. I wouldn;t underestimate the software programmers, etc. in Canada. Quality job, I'd say. The stock, though, has so many shares and Canada has 1/10th the pop of the USA, that the volume of trade in such a stock is not as great and it takes some volume sometimes to move.
Along with software, which is Microsoft compatible, was mention of intranets. Also, the possibly of funds from consulting and training - usually a higher margin item. Be nice to see if they package it with some other company's server.
Be nice to see them expand their internet presence as well as the intranet.
Be nice for MSH to take the types of deals they've done in Canada to the US.
Be great if they can translate into Spanish, what they have in English and French.
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