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Microcap & Penny Stocks : International Nursing Services Inc, old (NURS) new (MDIX) -- Ignore unavailable to you. Want to Upgrade?

To: Mike Moran who wrote (2445)	1/19/1999 5:36:00 PM
From: Graham Marshman	Read Replies (1) \| Respond to of 2911

Mike, I'm not hyping - I'm asking for your opinion and that of others who have been following this in some detail. I proposed a relatively modest $4M revs from Cymedix in 99 - what number do you think is realistic? My number scratching suggests that with the accounts receivable ($1.9M) this could give positive cash flow starting in 99. Do you not think so? Rather than your emotional response, what could the balance sheet look like? Just gimme the facts (or in this case the theory..) Graham

To: Mike Moran who wrote (2445)	1/19/1999 8:18:00 PM
From: Debbie777	Respond to of 2911

Mike.. interesting article on Marketwatch today. MarketWatch/NewsAlert - Story Address:http://www.marketwatch.newsalert.com/bin/story?StoryId=CnQqrubKbytaYoty&FQ=healtheon&Title=Headlines%20for%3A%20healtheon%0A Kind of a good news.. bad news article. What is your take on Healtheon? Thanks!! Deb'

To: Mike Moran who wrote (2445)	1/19/1999 8:27:00 PM
From: rt1^	Respond to of 2911

Mike, A bit heavy on the guy. Hope everybody here is Able & Well! rt

To: Mike Moran who wrote (2445)	1/19/1999 11:19:00 PM
From: Robert E. Winston	Read Replies (1) \| Respond to of 2911

<<The Cymedix internet division of MDIX is incapable of implementing a $24 million contract with Wellpoint or anybody else, even if its core funding rate were raised 150%.>> Mike, I wonder if you could explain why you think this is so. The reason software and Internet companies are so extremely profitable is that their incremental costs are very small. If I get Wellpoint to test my new application, Bob's Better Word Processor, on 100 computers and they like it, what are my costs to roll it out to 100,000 stations on their net? Since they're networked, I don't even have to stamp out CDs and print up boxes. From the Internet prospective you have the same kind of cost efficiency. Once the system is in place how much more does it cost Silicon Investor, for example, to serve another 100k users? That's why these companies get such high multiples. Of course there are costs, especially with a new product. Some people will have to go into the field and hold hands, fix the inevitable bugs, and in general clean up the mess after the Attack Of The Idiot End Users. But these costs should be rather small compared to the income the contract would produce. Or do you see it differently?