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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: voop who wrote (2173)	1/10/1999 4:32:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 41369

voop ,you said:I am unsure that PlanetRx has inroads into managed care arena where the Rx business is taking off. i would like to see AOL sign on Merck-medco. Has anyone heard of PlanetRx before? I have no clue who PlanetRx is: however I am sure that AOL could sign up with something like Merck-Medco. The drug market is 100 billion a year. The book market is 10 billion a year. For example, if AMZN wanted to corner ALL the book market it would take 10 years at ~65% growth rate per year. An impossibility since others would get in. So then we are waiting for AMZN to get into retailing or drugs. Question is who will get there first and make the most? Drug market, 100 Bill seems a nice place to start. I don't know that Medco is the only one. I think Merck in part is in cahoots with big HMOs: gives them a big price break and the little guy, or retiree without a drug plan gets stuck with the full mark up. I would like to see an outsider: a Johnny Ventura to come along and give the little guy the same price breaks as HMOs. In my opinion this will help break the drug cartel.Now to survive the big drug combines will have to lower prices of everything to everybody to maintain margins, TA