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Biotech / Medical : WebMD Health Corp -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Clutts who wrote (67)	10/5/2000 12:29:11 PM
From: Bosco	Read Replies (1) \| Respond to of 326

Hi Raymond - thx for the article. I actually like Mr Wygod at the helms. While the original founders of Healtheon and WebMD like James Clark are dynamic people, Wygod is highly regarded and was seen as the Healtheon killer with his Medical Manager. His experience and his contacts [from his Medco days] can be powerful ingredients to form strategic partnerships to cause such barrier of entry in this eHealth space. Granted that this space is too new and subject to trial-and-error. With the dotcom demise, this sector can also be painted with the same brush. With acquisitions behind her, but still enough cash to run the shop, especially when VC is pruning back, she will be one of the few left standing. The big "IF" is her recent restructuring announcement, with an annualized saving of $250MM, she should be able to achieve positive cash flow sooner or later. And profitability is likely to follow If Janus indeed tries to sell at the bottom, I may have to unload some of my Janus funds b/c I think they are missing the boat best, Bosco