Healtheon Corporation (HLTH) Message Board

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Technology Stocks : Healtheon Corporation (HLTH)

HLTH 0.120

0.0%

Sep 10 5:00 PM EST

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To: Gordan_Gecko_III who wrote (834)	7/9/2000 10:06:57 AM
From: Michael Olds	of 861

Gordon, I have a Prudential report on HLTH which says that HLTH should be receiving a 75% premium to its peer group (and is not at this time). The market opportunity is $18 billion ($13.5 b in B2B transactions; $2 b in provider portal services, and $2.5b in consumer portal services. They think HLTH should capture 50% of this market, leading to a future revenue stream of $5.4 billion per year. It is undervalued in its own group. You needn't worry about its relationship to other groups: remember the healthcare industry is one of the few that will actually grow as the Baby Boom generation ages. But, finally, to answer your question, wouldn't the average PE of the S&P answer your question? Otherwise I believe the WSJ comes out once or twice a year with industry group ratings. mo

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