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Technology Stocks : HCIA - dropped 27 today? Tomorrow's outlook!!! -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (163)	1/29/1998 11:59:00 PM
From: DRL	Read Replies (2) \| Respond to of 226

I left my notes as work, here is the nutshell. In brief, they sounded optimistic if ont slightly apologetic for the past. Said this past year was a tough one and they think they are much more "together" as a company and look like things are improving. They see 'core" business increasing. Average account size increased over last year. Number of emplyees is down. Should increase slightly this year. Most if not all of large drug companies mentioned in the call, they said have resigned. Really focused on increasing sales and getting core business up to cover a larger percent of expenses. Sees no reason why core revenues could not cover more than 100% of expenses in the future. When asked about increasing shareholder value and possibly splitting of some division, they said they have, and are considering all option to increase shareholder value and have not rulled in or out anything. They some about types of cutermers they have and average size of contracts and such. Also talked about trying to reduce the time of payments and changing compensation to employees to reflect this strategy. Also talked to customers about this. Notables on the call were Gruntal, Robertson Stephens, DLJ, plus a few others. Analysts seemed somewhat positive, based on they comments and reactions to answers. Will check my notes tomorrow and fill in a few details. -DL