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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 (10328)1/21/1999 6:40:00 PM
From: Jolie Renee  Read Replies (1) | Respond to of 15094
 
>>As I'm sure that there are those that don't read my posts for the same reasons...it's just the way it is.<<

Heck, no G_F! I have always found value in your posts and in those from many others on this thread.
Actually, after catching up on all the new posts since I checked last night, I would say I am not hearing anything "baseless", per se. I am hearing arguments, however. And it's the arguments that I find most annoying. I think it is wise to examine the information and make sure we are drawing accurate conclusions. There's alot of disagreement here over which conclusion is accurate. I don't think the press release is ambiguous. But a certain amount of reading in between the lines may be done, especially by those familiar with the IBM/NEON agreement.
My first impression when I read the press release was one of a let-down. Again, I thought the news had been understated, as we have seen in the past. It seemed to me that the arrangement might benefit IBM more than HIE. But, I think the bottom line is that - in addition to a portion of the $2.2 million (from the sale of the ISG unit) being used for marketing their message-brokering products, IBM will throw in some more cash into the 'pot' for specific marketing efforts, because now it happens to include one of their products as well. So, the more funds for marketing, the merrier. Plus, you have Big Blue's partnering one of their products with two of HIE's. An obvious endorsement of quality.
Now - my question is this - how much is IBM contributing for the marketing efforts? And if an amount is not yet known, how is the amount to be determined? Is this a significant amount compared to the $2.2 million HIE got from the sale of ISG?

I'd like to learn more about HIE's marketing approach for '99. I hope this topic is covered.

Can anyone ask these questions at the conference call?



To: Gone_Fishing who wrote (10328)1/22/1999 2:12:00 AM
From: jake burns  Respond to of 15094
 
You're absolutely right. And, without naming names to protect the guilty, some companies I know have INTENTIONALLY watered down news to keep the stock price lower for a certain length of time to do certain things which I won't go into (no, not HDIE)....Anyway, don't micro-analyze the press release. This was incredible news and we own an incredible company.