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

To: Gone_Fishing who wrote (6829)	12/15/1998 10:51:00 AM
From: Starduster	Read Replies (1) \| Respond to of 15094

>G< Low volume for the moment. Go HDIE

To: Gone_Fishing who wrote (6829)	12/15/1998 12:03:00 PM
From: Emec	Read Replies (2) \| Respond to of 15094

Highlights of Brean Murray Report With the acquisition of Hublink, the Company has become the dominant provider of integration engines to healthcare market with an estimated 40% of installed base as as much as an 80% share of new business We believe that HIE can show revenue growth of 35-40% per year for the next few years with some margin improvement. Earnings could expand at a 40% plus annual rate. Combined, the Company's Cloverleaf and Hublink families of engines are we believe the largest factors in the healthcare market and a growing presence in other vertical markets such as banking and government. While truly accurate information from the large number and variety of healthcare providers is hard to come by the total size of the HIS market is generally estimated to be $15 billion growing at 12-15% a year. We believe that the software portion of this market...is growing at a more rapid rate. Recently, using the expertise gained in healthcare, HIE as well as several other integration engine providers have started to penetrate other vertical markets. In the case of HIE, both the banking and government entities have been identified as potentially attractive markets and some early successes have been achieved in each. Within the next two years we believe it is possible that these and other vertical markets could grow to the size that they exceed the healthcare market in terms of providing initial software sales revenue to the Company. We believe that this group of experienced senior managers collectively has the capability to manage HIE's projected rapid growth effectively. Management's objective is over the next 9 months to bring the Accounts Receivable back to between 100 and 110 days sales outstanding. Importantly, management believes that some improvement will be in evidence at the end of the current quarter. It is also management's belief that the quality of the Accounts Receivable remains high and that the increase in DSOs in no way reflects a detrioration of quality or an indicator of future increases in bad debts. The direct sales force has been increased over 200% in the last 12 months to almost 30 people. Concurrently, the number of distributors has also increased with some very important new relationships being added. WE WOULD BE SURPRISED IF ADDITIONAL POTENTIALLY SIGNIFICANT RELATIONSHIPS WERE NOT ANNOUNCED OVER THE NEXT FEW MONTHS (CAPS ARE MINE!) My onlt complaint with the report is that I believe his numbers are silly but that is OK with me :-)