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


To: GJLevine who wrote (67)5/18/1999 9:47:00 AM
From: professor  Respond to of 861
 
I visited Healteon's booth at the E-Commerce healthcare conference in chicago and was impressed with their demonstration. I think they are well positioned to take advantage of the many transactions over the growing internet medium. My impression at the conference overall was mixed. I think there are too many startup companies with little strategy or know how to deliver a true service. No one really knows what the new world internet market will look like so many companies are taking a shot gun approach.

The internet companies that will prosper are those who are forging relationships with companies who have patient access or operational skills. One good example is Coram Healthcare (CRH) who is the exclusive provider for Mediconsult.com (MCNS) that was announced today. Coram will provide visitors a seamless interface to purchase prescriptions and OTC/vitamin products. CRH already serves patients with specific medical conditions via its mail order service which is extremely important. Why? Because MCNS/CRH will have a significant advantage over their other internet buddies in providing a quality service. Service will spur repeat business. I like Coram and investors should take a hard look at this company. The stock is only trading around $2 so I think it is undiscovered, at least for the moment.



To: GJLevine who wrote (67)5/18/1999 9:55:00 AM
From: xbrent  Respond to of 861
 
I assume that HLTH will use shares of HLTH in the purchase of WebMD, in large part. As a consequence I assume that as the value of HLTH moves that PTEK will follow.



To: GJLevine who wrote (67)5/18/1999 10:12:00 AM
From: JC Reddy  Read Replies (2) | Respond to of 861
 
Isn't it surprising that WebMD is valued at $194/share? They have zero revenues so far!