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To: Glenn D. Rudolph who wrote (64282)6/23/1999 8:49:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
HLTH and PCLN: Thanks for the article, Glenn. Yes, I am very bullish on hlth, both fundamentally and technically. Stock has been basing short term in the 80's, bouncing up from its 20 ema of 80, now aiming toward its upper channel trend line of 90. With news or an inet rally, should sail to 105 in no time. 126 is the next stop above that. Downside support at 68 and then around 50.

Our pcln bears some similarity to hlth. Also sexy FA and TA-wise, although quite a bit more volatile than hlth to date. No basing action here yet, but also trading above its 20 and 50 ema. Accumulation appears to be occuring during this most recent leg up, as volume has been very good. Appears to be hitting some upper resistance today. Next target 120, then 140, then 150, then 160. Downside support at 80, with strong support at 75.

fwiw, Rob



To: Glenn D. Rudolph who wrote (64282)6/24/1999 12:40:00 AM
From: Tom D  Read Replies (1) | Respond to of 164684
 
re: E-Prescriptions

I have a theory that the stickiest medical websites will be owned by the electronic medical record companies. They will be able to give patients read-only access to their REAL medical records: lab results, medication history, etc. If the EMR companies have any sense, they will require patients to store their health-related e-mail with their doctors on their secure servers, since e-mail at work belongs to one's employer. When patients come to access that information, some advertising may be directed to them. HLTH intends to convey personal medical information and (I think) physician communication to patients at their site.

In contrast, Dr Koop is a retired old pediatrician. I really doubt he is doing much in the way of creating content for his website. When you consider the intricacies and subtleties of search bots and the tools of evidence-based medicine, and the explosion of medical knowledge, I would be surprised if he can do much of this work himself. He is probably just selling his name. If my doubts are correct, I think this is rather slimy behavior on the part of a physician. However, the ethics displayed by my some members of my profession continue to surprise me. Maybe I would do no better were I in his situation.

JMHO,
Tom D

Disclosure: I have been long HLTH since the day of its IPO. I am neither short nor long KOOP. For the reason mentioned above, I am bearish on all health information websites, except rare exceptions like Medscape, which deliver compelling informational value to users.