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Technology Stocks : Healtheon Corporation (HLTH) -- Ignore unavailable to you. Want to Upgrade?

To: FR1 who wrote (61)	5/17/1999 7:04:00 PM
From: JC Reddy	Respond to of 861

There is a big difference between the models of EBAY/AMZN/YHOO and the model of HLTH. The former group is what one would call pure Internet companies that grow as the Internet economy grows. HLTH doesn't belong in that category - no where close. As the Internet grows, AMZN directly benefits because of number of users. HLTH doesn't. They provide software/IT integration/Transactional services to hospitals/HMOs/etc. Let the Internet grow 20 fold, HLTH won't benefit enormously. It is a whole different game. WebMD is a bit closer to the former group, and that's precisely why it will be valued more than HLTH. We got to wait and see what it would be. As I said, there isn't much difference between manufacturing IT and health care IT (what Healtheon is involved in). No manufacturing IT company is valued as generously as HLTH. As long as there is confusion about HLTH being an Internet company and as long as there is enough hype, who knows? HLTH may very well become $20B company without earning a single penny. Enough said.