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Technology Stocks : eDrugstores: Drugstore.com, PlanetRx and Soma -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (111)	7/5/1999 2:15:00 PM
From: Tom D	Read Replies (2) \| Respond to of 254

HLTH: I am short-term neutral, long-term bullish I bought 4000 shares on the day of the IPO and sold 1000 at 90 recently because I unexpectedly needed the money. I will hold my remaining 3000 forever, or for 4-5 years, whichever comes first. I am not aware of any event in the short term which might drive the share price up, so if I did not have any stock, I might try to wait for another dip to buy. I expect to get a 3 to 5 times return over the next few years as it becomes apparent that they will control the future of medical information exchange on the internet. I was impressed with their presentation at H&Q in January, and I caught up with them again at eHealthcare World in May. I am still impressed with the deals they have now completed. On the day of the IPO I was betting that the Kleiner Perkins keiretsu would weave a spiderweb of deals between HLTH and everybody else in the world. It has already happened to a greater extent that I would have guessed, but I bet there is more to come. Especially since Jeff Arnold seems to incredibly adept at making deals. At least that is the rationale for the bet I am making. But this is even more of a concept stock than AMZN. So I would guess it will be a wild ride. Hope this helps, Tom