Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (80591)	10/14/1999 1:10:00 PM
From: Sam Sara	Read Replies (1) \| Respond to of 164684

Re:HLTH Docs these days are so depressed and beseiged by managed care that they have no time to implement IT. First adopters will be managed care industry/gov't- key for HLTH is somehow to get into Medicare transaction business. If they can do that, spike after MSFT announcement will be chickenfeed. Medicare is a huge business, and whatever standards are adopted by HCFA are soon adopted by private insurance. Get Medicare, you got it all, from the perspective of a company trying to make money as an intermediary. Healthcare is a tough nut to crack, but HLTH has bigtime first mover advantage- and I think this is an industry where first mover advantage really means something. Only competitor that I am aware of is CARI, and they are very local (NY city area, but plans to expand). Tom D, any thoughts?