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Saturday, October 24, 2009 3:41:42 PM
That was another awesome article. Funny that article mentioned IBM. In one of my discussions, I was told that it would take IBM 3 years to duplicate what MDFI has achieved with their technology and that would be with IBM having thousands of technicians to do this. That was told to me by one of MDFI's reps that had gotten such from one of the MDFI tech guys. I was told that MDFI have been working on perfecting this technology for over 10 years and that they are confident that they are far ahead of many of their competitors. The guy told me that their technology is unbelievable.
From reading your article, it appears that companies such as IBM, Siemens, GE, and a few othe multi-billion dollar companies will see and appreciate this too. They would instantly see that it would be cheaper for them to acquire a company that has already perfected much of what they have not even started yet.
Here's what stood out the most to me within that article:
http://finance.yahoo.com/news/Do-IBM-and-Siemens-Have-An-twst-2247226011.html?x=0&.v=1
...TWST: Do you see larger companies reaping greater benefits?
Mr. Carpio: What's going to happen in the industry three to five years from now is, what we are going to see is massive consolidation in the industry. What will happen is a lot of these smaller niche players, which have niche or specific function software, are going to be absorbed by mid-sized companies. And then in turn, as the mid-sized companies build customer bases and critical mass, the large players who are playing on the higher level - that is, interconnection of records, creating networks - they are going to absorb the mid-sized players. So you are going to have a classic case of a little fish being eaten up by a mid-sized fish, which is going to in turn be eaten by a bigger fish. And that's what's going to happen. So if I were to draw the map for you, it would be like, for example, assume you have a situation of a small niche electronic prescribing software company being bought up by a hospital healthcare IT company who needs that functionality for their software, who then, in turn, gets bought up by a larger company such as a venture. It's something like an IBM or Siemens or GE who decides they want that market share, and they want that software capability in their systems. ...
v/r
Sterling
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