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Technology Stocks : Healtheon - The next Netscape (Fortune Sept. 9 1998)
HLTH 0.1200.0%Sep 10 5:00 PM EST

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To: Nicholas Thompson who wrote (14)1/19/1999 10:25:00 PM
From: MDD  Read Replies (1) of 48
 
I recognize the overall potential, however do they have an implementable plan that produces incremental revenue? The big money appears to be at the hospitals, hmo's and there are quite a few players in this game, STC, HP, Andersen who are targeting application integration and unifying the patient data model. Where will Healtheon get its value, do you believe?

thanks for your previous post.

Michael
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