HLTH story in Internet World, May 15, 2000.
Some excerpts:
"Healtheon's acquisition binge has given it a huge head start over would-be competitors, analysts say. 'There's no doubt that Healtheon is the gorilla,' says Daren Marhula, a health care stock analyst with U.S. Bancorp Piper Jaffray. 'They've done a good job building their brand and trying to gather strategic partnerships. The big hurdle now is to move to a transaction-based company.'"
"Pavan Nigam, the company's chief technology officer, says Healtheon makes anywhere from 10 cents to 50 cents per transaction, depending on the transaction's complexity. So even on the low end, a fully networked health care system of 30 billion transactions could throw off $3 billion a year in transaction fees. And health care IT experts estimate it could save providers several times that amount in increased efficiency."
"The Sector's Ever-Growing Gorilla," INTERNET WORLD, May 15, 2000, 74. |
