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Technology Stocks : Healtheon Corporation (HLTH)
HLTH 0.1200.0%Sep 10 5:00 PM EST

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To: JC Reddy who wrote (60)5/17/1999 6:43:00 PM
From: FR1  Read Replies (1) of 861
 
It appears to me that HLTH is not even meeting the expectations and no one knows where it is heading.

Visiting the site, I would say it is obvious where it is heading. Using the internet for medical advice, information, and eventually direct interaction with doctors is a natural that nobody denies.

Ques.: How many of these sites are real well know to the average person. Ans.: Zero.

If you say books and everybody says Amazon.

If you say flea market and everyone says ebay.

If you say search engine and only about 4 names come up.

If you say drugs and drugstore.com or Rxplanet comes up.

If you say medical advice/doctor interaction nothing comes up.

webmd.com has both a great name and a great web site.

The audience is everybody. It would be a great investment if someone like Microsoft wanted to invest. It was also smart for HLTH and webmd to combine. They save the cost of the IPO and they are a natural fit.

Personally, I like keep a internet portfolio that has major players in each main category: AOL, EBAY, ATHM, RNWK, DCLK, etc.

HLTH is a just been added to to my portfolio.
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