eDrugstores: Drugstore.com, PlanetRx and Soma Message Board

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

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To: Tom D who wrote (227)	11/8/1999 8:45:00 AM
From: Firenze	Read Replies (1) of 254

Tom I was surprised to see you purchase DSCM. However, I do think that you are buying near a low. I am not so sure that the information in this article means very much. It appears that the e-pharmacies are hooking into established "switching" networks. From what I understand Merck-Medco (only CVS is in the network), Cigna and others are still not reimbursing at this time. The data link may be there, but the adjudication is still not honored by most third parties. The data exchange is clearly the future, but it is many years away. I also believe that the 3rd party payors will eventually bypass these alliances and perform the data "switch" on their own. In any case, a hold on DSCM at the level you purchased is probable a wise idea. Firenze

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