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Technology Stocks : Healtheon Corporation (HLTH) -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (305)	11/12/1999 9:34:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 861

$Mogul, the CNBC guys were citing that their impression was that upwards of 50 million shares could be hitting the street from the investors. there are also 170 million total shares outstanding now. Brian

To: $Mogul who wrote (305)	11/12/1999 10:28:00 AM
From: Michael Young	Respond to of 861

From H&Q "Buy" report this morning: <<<< Three Reasons to Buy the Stock. The critical mass leader. HLTH has established itself as the clear critical mass leader within the health.net space. We estimate, on a preliminary basis, the company's revenues to be roughly $275 million in 2000, and $400+ million in 2001. HLTH benefits from a powerful currency for acquisitions and development, and has assembled a top-notch list of strategic partners in technology and healthcare, including Microsoft, United Healthcare, Dupont, Excite, Lycos, and others. The company offers a broad content, connectivity, and services offering that currently reaches almost 200,000 physicians with at least one application, and is quickly gaining a leadership position in the consumer market. Time to talk. We look for HLTH's management team to begin aggressively marketing the new story to the investment community. It's been roughly six months since management and a number of sell-side analysts have actively marketed the stock to investors. We look for management to tell a compelling story, and we note a number of near-term marketing events, including the H&Q IPO conference (11/15), a company-sponsored analyst day (11/16), a institutional investor road-show (11/17-11/23), and various other investor conferences during the next month. We also note that, in our opinion, Jeff Arnold (CEO) and Mike Long (Chairman, COO) are both excellent presenters. Follow the big dough. We believe investors will view the significant bets recently made by several large strategic partners as a compelling sign. Notably, Microsoft has invested $500 million in the company to date, and has committed to paying for $250 million in subscriptions and advertising. Likewise, Dupont has committed to pay for $220 million in subscriptions and advertising. A syndicate of other partners, including Intel, Dell, Softbank, and Excite invested $150 million at the close of the merger. Finally, the company is currently in talks with News Corp over a strategic relationship that may involve News Corp investing as much as $1 billion.