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Biotech / Medical : QMDC --- QuadraMed Inc

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To: scott bradley who wrote (46)1/3/2000 9:44:00 PM
From: Joe Dancy  Read Replies (1) of 59
 
WSJ sort of reads like our take on HIPAA and QMDC. Think they read our stuff? :)

In any event, this company could do well if the momentum players jump on board here - both a momentum and a value play in one at these prices.

Doug - do not have a target price now. I think a fair value today would be $15-$20 based on a discounted cash flow and comparable analysis. If things go well the stock could trade well above that. I plan on being around as a shareholder for at least 3 to 5 years, maybe longer, unless the story changes.

Joe
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