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Technology Stocks : Healtheon Corporation (HLTH)
HLTH 0.1200.0%Sep 10 5:00 PM EST
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To: Tae Spam Kim who wrote (188)5/21/1999 8:56:00 PM
From: westpacific  Read Replies (1) of 861
 
Hugh bubble, what is next - revenues? This would help.

I've worked for 12 years as a managed care consultant, deal with all the healthcare technology companies and I cashed out my position and think the shorts are right on the money. Look at the facts.
-90% of Healtheons business with two customers, Brown/Toland and Beech Street. Brown and Toland is a Physician Practice Management Co. (most are barely keeping their heads above water), Beech Street operates as a PPO network and has never been considered a major player in the health insurance world.
-Managed Care and capitation has made operating in the healthcare world very difficult to say the least. Healthcare may be a big business but margins are very thin and the business very complex.
-Technology and the internet can save money for healthcare but the model has to generate revenue. At this point both WebMD and Healtheon are bleeding red.
-Doctors at present are not utilizing tech. in a hugh way, facts show that most don't even use email and many rural docs don't even own fax machines.

I'll wait until the company can show us they have a model to produce revenue. This week they attracted additional capital and aquired WebMD at a hugh premium. (would they have been better off created their own site rather than paying the hugh mark up). At present the model is weak in my opinion and needs to show better direction than just hyping they have the model of the future for the internet and healthcare. Just my opinion. The stock is worth $50 bucks at best, based future earnings and present position in the market.
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