To: sommovigo who wrote (2696 ) 9/13/2000 12:39:58 PM From: Tadsamillionaire Respond to of 3392 EXCELLENT POST FROM THE FOOL BOARD boards.fool.com BY Toby Dreamer, I can't speak much for the total amount of $$$ that will be available for the telemedicine field. However, I believe CYBR is far and away best poised to take advantage of what many believe will be a large paradigm shift in the way chronically ill patients are cared for. Their patents on the packetized transmission of medical data simultaneously with video and audio ensure that no other company will quite be able to offer a solution as flexible as CYBR's. The big advantage they have going for them (that these patents protect) is the human perspective. No one is gonna have any success setting a big scary electronic gizmo in front of a chronically ill senior citizen who has never touched a computer unless that patient can become comfortable with it and realize its benefits. Once that patient realizes how easy it is to speak with at least on on-call nurse at any time, or to be able to videoconference live with other patients who have similar illnesses, or even with friends and family members, most of them will fall in love with the EHC. There have been several studies (sorry, too lazy to find the link; look further back on this board for the Iowa study in particular) showing that there was a real decrease in the isolation and depression that at-home chronically ill patients typically feel. And because of the way the CYBR network is set up (and because of the patents they hold on this technique), no other provider will be able to offer this. Which brings us to the revenue issue: CYBR has stated that they are not in the hardware business. They are not looking to make money off selling EHC's. Their primary revenue stream will be from recurring monthly fees that they charge providers; specifically, $200/month per patient that is on the network, plus no doubt flat per-provider fees for other connectivity and database access services. This, IMO, is the big gold star behind CYBR's technique. Other competitors use point-to-point solutions that do not require the sort of intelligent routing that CYBR provides, and so they'd have a very hard time collecting that sort of recurring fee! I'm sorry I can't provide you with more solid numbers; those are available in SEC filings, but I wanted to be sure you were at least looking in the right direction and understood the advantage CYBR has over all their competitors when it comes to the potential for real and significant cash flow. Not only are they poised to gain siginificant market share for the EHC due to its 'human-touch' capabilities, but that market share will translate into a very healthy, very constant stream of income. --toby