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Technology Stocks : Medical Manager MMGR ( an EDS holding ?????)
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To: Head2tow who wrote (22)12/11/1997 7:25:00 PM
From: Tokyo VD   of 43
 
Head2tow, I completely disagree with your assessment. I'm not sure why you believe that MMGR couldn't trade below $16? Are you arguing that there is no risk in selling to doc practices? I'd like to remind you that both PCN and Medic had difficulty in demonstrating growth. In fact, PCN was a magic 25 loser last year.

Unfortunately for you MMGR is a roll up of the programmers who wrote the code for the program that PCN used to sell and the VARs who were also selling both. The physician practice market is consolidating, so the market forces are going against you. Lastly, integrated networks are driven by big systems and the "best of breed" mentality isn't going to play well. Ask the customers of Medic who bought Vision to integrate into their mainframe systems.

The only value this stock has is the momentum investor behind it. Once you lose them, this stock goes to single digits. We'll see who's right come Dec 31st, 1998.

Tokyo
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