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Microcap & Penny Stocks : International Nursing Services Inc, old (NURS) new (MDIX) -- Ignore unavailable to you. Want to Upgrade?

To: boydude who wrote (2775)	5/24/1999 11:01:00 AM
From: Mike Moran	Respond to of 2911

boydude and all, Just seven months ago, HLTH took their IPO off the market in the wake of a hard nosed story printed by the Wall St. Journal and followed up in other venues. The core of this story portrayed HLTH as a company with great ideas, in a great and growing space, with high visibility financiers and a big name CEO, but no experience in the market they wished to own. It was postulated that this lack of market experience would hurt the company's chances to succeed. In the seven months that have passed since the article a lot has changed, particularly marketplace perception and HLTH's marketcap. HLTH is now all over the healthcare map. Their newly acquired WebMD portal will allow many other aspiring E-commerce companies to sell services directly to doctors. This acquisition also helped HLTH by providing additional management resources, particularly in sales and marketing. The parent company HLTH and their Actamed division offer software services that compete with Cymedix. HLTH appears to want to be dominant in managed care commerce. Actamed already services thousands of systems that link doctors to laboratories. HLTH's recent joint venture with Medic brings thousands of other doctors that own Medic practice management systems. HLTH is now a well rounded company from the perspective of (proposed) product, IMO in need of only an alliance with a hospital group and a drug manufacturer to control a chunk of the market that will allow them dominance for a decade or more. Is there a downside? Yes. HLTH is locked in a first place battle with SNTC, a company that also seems ready to spend whatever is required to buy future market share. If these companies spend all of their time one-upping each other, as they have lately, there is a likelihood one or both will lose strategic focus, offering a couple of last chances for Cymedix to strike it big. But IMO for that to happen MDIX will need to put its own house in order. The WSJ article from November 1998 on HLTH is good reading. I pulled it off the Internet a couple of months ago. It may still be available.