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To: H James Morris who wrote (84746)11/21/1999 2:08:00 PM
From: Tom D  Respond to of 164684
 
I would never represent DSCM and MSO as in the same league with IMGX.

I only post my very best ideas on iExchange--that excludes MSO and DSCM.

I bought DSCM because they contacted my medical group and wanted to set up EDI with us. They also revealed that they have reimbursement for 90% of PBMs. They are substantially ahead of competitors, IMHO. I knowingly bought it in a downtrend, immediately, rather than timing it, out of fear that it might have soared upon announcement of this information,and I could have missed it.

MSO--I only have 1000 shares. Its kind of a lark. Obviously everybody knows that the company is dependent on Martha Stewart staying alive (your chief objection). Something made John Doerr decide to give her $25 million dollars. I don't know what that was. But I bet KP's vision for this company is a price much higher than $30 per share. I have done extremely well by investing in a subset of KPCB companies, first being AMZN (also a leap of faith), latest being EPNY (in at $56).

I only hyped myself to try to awaken some interest in IMGX, so that we can share information. I regret not being a lot more aggressive in promoting ICGE to this thread--I knew somebody on their Science Advisory Board.

With IMGX, my thought is that they might be declared to be "the winner" in the internet printing derby. If so, watch out: small float, undiscovered, scalable--all the necessary ingredients for internet-like returns.

Tom



To: H James Morris who wrote (84746)11/21/1999 2:22:00 PM
From: Tom D  Read Replies (1) | Respond to of 164684
 
<<Bellevue? That's were my main residence is.>>

Can you look at the management team on the S1/A and call or email somebody in your network of contacts and get an opinion?

What do you think of the VCs who are involved? They are unfamiliar to me.

If IMGX is the real McCoy, you could still take a substantial position in it, and you might not have to choose between the Gulfstream and the Lear jet--you could get both.

Tom D

P.S. I forwarded your question about MDRX and my replies to the doctors and Pharm.Ds on our corporate intranet. One of the Pharm.D's in our 70 doctor group has been in contact with them evaluating their product. As I anticipated, he emailed me last night and told me that he hopes you sell it.