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Technology Stocks : Healthcare.com Corporation (Nasdaq: HCDC)was [HDIE] -- Ignore unavailable to you. Want to Upgrade?

To: bernard rogers who wrote (3979)	9/16/1998 9:10:00 AM
From: Emec	Read Replies (1) \| Respond to of 15094

Who is HBOC? From some recent research reports on HBOC A major problem faced by healthcare industry is lack of information technology investement. Spending has increased from 1% to 3% of budgets recently. HBOC is the dominant HIS company. HBOC is the market leader in 9 of 12 categories. Forecasted growth for HBC is 20-25% annually. Estimate for spending in healthcare on information systems is $15 billion a year. HBOC sets itself apart because of its predictability of revenues (HDIE now does as well-my comment) healthcare organizations that will prosper going forward are those that are able to manage their information flow. HBOC customer base is 9000. 65% market penetration in hospitals. This penetration is impotant becaue hospitals do not like to take chances with an unknown Just a few samples. HBOC gets business because they dominate and everyone knows HBOC. Now everyone will know HDIE. I would love to be a sales rep for HDIE now being able to say I am a HBOC partner

To: bernard rogers who wrote (3979)	9/16/1998 9:24:00 AM
From: bernard rogers	Read Replies (2) \| Respond to of 15094

Next year's earnings were estimated at .19 With all this recent news and the potential in the banking industry, i see HDIE's income easily doubling to .38 (if not more) HBOC is carrying a pe of 50. HDIE is growing faster but is not as reliable, give it a pe of 25 to be safer 25 x .38 = $9.50 a share This, of course, is just speculation on my part. Do your own DD. this is a very speculative stock

To: bernard rogers who wrote (3979)	9/16/1998 10:44:00 AM
From: bernard rogers	Read Replies (1) \| Respond to of 15094

Oddly enough these first few hours after the announcement are probably the worse. Many of those people who were waiting for this news are selling and taking profits. While many of those would be most interested in HDIE as a long term investment have not heard the news The HDIE user conference has just started. "presenting the new company and what great things you can expect from us" This news and perhaps other good news will begin to percolate out today and during the next couple of days while those taking a short term profit are running out of stock. and the move towards 5 begins.