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

To: H James Morris who wrote (123)	7/9/1999 4:56:00 PM
From: Firenze	Read Replies (1) \| Respond to of 254

James, I completely agree that HLTH is a house of cards. I do not know an office that is using the product or has the capital to do so. The alliance with WebMD is completely irrelevant to the big picture of health care. Automation can only improve those that are able and wanting to improve. With low margins and little reserves, will Physicians and Integrated Health Systems move to a Healtheon platform? I doubt it. As for the drugstores online... Only drugstore.com has a good chances of making an impact as a pure stock play do to their RAD/PCS deal. As good as that deal is, on the surface, it effectively has remove drugstore.com from playing with ESRX or MMRx and other HMOs. Do not forget that PCS has about 1 million medicaid members just in the Philadelphia area. I highly doubt that they will be going to the free library to order prescriptions via the internet. Also, remember that UNH is moving to a MMRx platform shortly [another 6-7 MM]. ESRX will have the most profitable online drugstore do to their low acquisition costs on pharmaceuticals and OTC brands. They have "sharp" contracting folks and having long-standing relationships that they can massage for better deals on the OTC side [make me a sweet offer and your Rx Brands may make our formulary]. The other's are whistling in the wind [Plant Rx and Soma and all the other elementary sites]. No third parties... no money! Tom D... DTC is going to kill any hopes that the on-liners may have at building prescription business and will aggravate more docs like you. Firenze