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Re: inacent post# 12271

Wednesday, 01/06/2010 7:43:05 AM

Wednesday, January 06, 2010 7:43:05 AM

Post# of 35151
I preface this by saying this is JMHO...

I don't think we are going to see a significant change in revenues/earnings until 2Q is released with the sales cycle for their products. It's going to take time to generate additional revenues from the MedAssets agreement and for both companies to figure out the best way to promote MCLNs products.

Further, if hospitals are running on fiscal budgets approved by Boards that do not include the purchase of these systems in addition to their current RMW expenses, they may wait for the approval of next year's budget before signing contracts. Assuming that most hospitals run on a fiscal year that matches the calendar, that puts contract signings 1Q this year, with 60% revenues billed and realized in 1Q & 2Q earnings this year.

The next 10Q for this quarter probably will be out in late February, early March at the latest.

Hopefully we see continued improvement, and I think we will with the backlog in contracts not scheduled.
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