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Biotech / Medical : HBOC...Buy in here?

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To: Scott Ozer who wrote (85)5/26/1998 8:10:00 PM
From: Joseph S. Lione  Read Replies (1) of 341
 
Scott:

re: differences and similarities with the company HMSY

I have positions in both HBOC and HMSY, there is NO comparison between the two. HBOC is so incredibly well positioned to grow with the increase in healthcare IT, HMSY is still trying to right a listing ship, strong financials, but lacking the market presence (much more narrowly focused). It is incredible to see how easily (it seems) HBOC integrates their acquisitions to be accretive to the bottom line. I wonder if that pace will continue. HMSY might get a pop here if earnings (due wed. the 27th, after the bell) amount to anything at all. HBOC is the 800 lb. gorilla in this industry

all IMHO, of course
good luck to you
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