SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Healthcare.com Corporation (Nasdaq: HCDC)was [HDIE] -- Ignore unavailable to you. Want to Upgrade?


To: Emec who wrote (11184)2/12/1999 7:12:00 PM
From: Jolie Renee  Read Replies (2) | Respond to of 15094
 
Dave,
Thanks for the link to the Brean Murray report. I wonder when Philip Putnam intends to update it? - probably June (it's dated 12/14/98). He is certainly not going out on a limb with his valuation, using a PE of 25 as the bottom end for it - which means $5.50 based on their very conservative Y2K EPS of $0.22. With the exception if IBM and Oracle, none of HDIE's competitors (IONA, BEA Systems, TSI, NEON, Level 8, QAD) have PEs that low. They are more like 100, which would bring HDIE up to $22.00. I noticed that the strictly health-care software companies like Cerner, SMS, IDX, and SunQuest all have much lower PEs. From the standpoint of share price alone, there is ALOT to be said for a name change!

H - ?
I - Integration
E - Enterprise
Holistic Integration for the Enterprise

Let's assign that 'H' to a different word - something to do with globalization, the interconnection of diverse platforms, people-centric interfaces.