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To: R. Bond who wrote (1043)11/1/1999 12:03:00 PM
From: telecomguy  Read Replies (1) | Respond to of 1116
 
I am really not a short-term, technical trader.....so I can't comment. I did look more into their business model and they are clearly moving away from transaction based company to almost like a Market Research, Web Enabler services company to the big pharmaceuticals.

Kind of like what Neilsons TV rating company was/is to the major Network companies (CBS, NBC, etc.).

Couple of positives are;

1) Pharmaceuticals have tons of cash
2) They probably don't understand Internet leveraging

Negative is that building revenue base with the Pharamacueticals is a long-term process! And it requires lot of upfront investment (professional account managers, integrators, applications, etc.)

Probably a good stock to keep an eye on once they demonstrate their ability to close some major contracts and RENEW those contracts as that would indicate that they are adding value to the Pharma giants.