QMDC --- QuadraMed Inc Message Board

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Biotech / Medical : QMDC --- QuadraMed Inc

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To: ckrunner2001 who wrote (21)	4/24/1999 3:43:00 PM
From: CChalmers	Read Replies (1) of 59

Consensus number is .21. Only thing I expect is that it will exceed this. What I'm most interested in next week are (1) what Quadramed has to say going forward, and (2) SMS's report and guidance. I think that these are the two things most likely to affect Quad's price in the next month or so. SMS because it will help or hinder sector recovery and Quad because the market and analysts need reassurance that Quad is really going to pull through the year without any significant damage from Y2K. We've recovered nicely in last two weeks. I expect at least another $1-2 in next week or two based on earnings of 21-23 range and a medium conference call. If the call is very strong and some analyst upgrades come through, we could be in the 15 to 18 range. I think [and I'm actually repeating some analyst] that company is in very good position to come roaring out of this sector down turn. OneLook has been recognized and is sure to generate sales. Outsourcing remains strong, as are the smaller productivity software packages. Compucare's Affinity has scored so it must be competitive. Finally, the Ambion product is scheduled for release. All this combined gives the company real momentum.

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