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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (170)	10/14/1998 9:12:00 AM
From: Scott H. Davis	Respond to of 10694

I've looked at DAOU somewhat remotely last 2 1/2 years. They are in my business - Healthcare Info Systems. Historically much of they time they were overpriced & and the pendulum has swung too far the other way now. They have a number of large contracts (check out DLJ news service - sometimes they go back a lot farther than YAHOO) they also have repeat & growing business with a number of the larger health systems, which if you do a good job you're likely to pick up more of their business. They made a committment to a healthcare open systems consortium partnered with VHA (a large association of non-profits hospitals) and are getting business under that umbrella. The move into healthcare application consulting (more my specialty since I'm a clinical analyst who also does healthcare systems integration development and planning) was a good one - broadens product line and allows cross marketing. The comparisons to the other companies only fits partially. Keane is what I would call a "tech du jour" company. They do projects based on a consultants expertise in a technology solution (IBM mainframe OS maintenance, systems programming) software development using Visual C++, Sybase..... They don't have expertise in industry areas - they do banking, manufacturing, warehousing... DAOU is in Healthcare. Period. That sets them apart. All I can spend now. Hope this helps. Scott