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Biotech / Medical : AHTC Corp (AHTC)-formerly Advanced Health (ADVH) -- Ignore unavailable to you. Want to Upgrade?

To: mcbride who wrote (356)	1/31/1999 3:37:00 PM
From: AreWeThereYet	Respond to of 371

No doubt there's a need of electronic prescription service but the problem is the creditibility of ADVH/AHT management. Right now, I only see this company as a trading opportunity. aC

To: mcbride who wrote (356)	1/31/1999 11:44:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 371

Hi mcbride, My overall impression is that these accounts are costing the company more to maintain than the revenue from the accounts justify. A lot of the PR plus information in SEC filings points to a shift in focus to a pure e commerce based business. I assume recent announcements are related to the companies strategy to drop the low margin portion of the business and concentrate on the high margin e commerce portion. From an investment stand point, the question would be can they show increasing profitability and growth. I can remember a time when cellular phones took a high pressure door to door sales pitch to get orders. A lot of the doors that were knocked on were doctors offices. The need for the technology was so obvious that the shift from direct sales to retail sales happened almost over night. I guess I'm using the example of cellular phones because it's the only industry I can think of in recent history that has grown as fast as the internet and e commerce is growing today. Have you ever called your doctor to get a prescription refilled? If you call in the morning, you will probably be lucky to have it in the afternoon. The receptionist has to get the nurse, to get the doctor, (who is probably busy with a patient), to look at the file. After a bunch of fooling around, they eventually try to get through to the pharmacy (which is also busy with customers) to get the prescription filled. IMO, it doesn't take much thought to see the obvious advantages of e commerce for this application. As I see it, anything below $7 per share should qualify this as a good value/growth play. 2-3 quarters of growing revenue turns it into a momentum play. I think the potential for ADVH/AHTC to treat investors well over the next 6-12 months is pretty good. We'll see. Regards, Don