APACHE Medical Systems, Inc. Message Board

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Technology Stocks : APACHE Medical Systems, Inc.

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To: Scott Armstrong who wrote (16)	1/7/1997 9:35:00 PM
From: Stratajema	of 26

Gee, Scott I was thinking that Summit's buyout/purchase of the Duke technology was cheap compared to developing the software in-house from "scratch". (I realize that the "upfront" purchase price equals the $2MM they paid this quarter, plus the charges they took in 4th quarter '95). I think if Summit had chosen to develop the point-of-care outcomes software entirely in-house it would have taken longer to bring to market and thus it would have allowed competitors to become entrenched early on. Late to market means lost revenue (an intangible?) and so I think this should be considered when looking at their cost to acquire the technology. By comparison, Mecon (MECN) has said they want to get into the outcomes business and I think its going to take at least 2 to 3 years to develop/test/choose marketing partners etc. if they haven't already started coding. BTW, is AMSI involved in any strategic partnerships yet? I agree at this point there is plenty of room for a few companies specializing in outcomes software. I am considering taking an initial position in AMSI after 4th quarter results are announced. Regards, David

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