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To: DavidD who wrote (7743)1/15/2000 5:26:00 PM
From: equityanalyst  Read Replies (1) | Respond to of 10081
 
David - Re: AHTC (and GMGC)

I don't know 'em well, and I don't think we should spend much time here talking about non-GMGC companies/stocks. Maybe we can hook up on another thread sometime. I'll just mention briefly that a quick scan suggests that the company is well-positioned in the e-commerce healthcare/prescription-drug marketplace. They already have a strategic alliance with HLTH. There's a big difference in size, though: HLTH is a $6 billion market-cap company versus AHTC's $54 million, and AHTC is generating only meager revenues (so far) relative to HLTH. The following excerpt from a recent AHTC corporate release is kinda interesting:

"...AHT believes that it stands to benefit from the Federal Government's recent initiative to reduce the nearly
100,000 deaths annually that are caused by medical mistakes, including medication errors relating to illegible prescriptions and prescriptions that result in adverse drug reactions ... the Company's @Rx prescription management service is designed to prevent these types of medication errors."

Lastly, both AHTC and HLTH will be speaking in New York at Warburg Dillon Read's Global Healthcare Services Conference (February 15-17). Maybe that'll generate some interest in the company. Good luck (I'm sticking with GMGC).

Also, back to GMGC, I'd like to amend my last post to you regarding the MSFT/ATHM percentage ownership positions of about 10% and 6%, respectively. Those were pre-GM's investment. Post-GM and fully diluted for GM's current stake, it looks like we have about 53.7 million fully diluted shares outstanding (but the float is obviously way below that), of which GM owns just over 22%, MSFT about 7% and ATHM 4%. If someone here has more accurate info, maybe they'll post it.

See ya,
ea