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Monday, May 24, 2010 9:15:56 AM
Many here are looking at the larger picture and appreciate what direction Henry Jan has taken with this company. He is ahead of the demand curve in vertically integrating many of these associated companies. When demand & costs rise at the same time, companies that are integrated such as this one will be able to survive the storm by consolidation in order to make the overall company more competitive. In this fast changing world of ours, companies that are able to display that competitive advantage, will survive, and thrive, as their competitors fall by the wayside.
If anyone doubts Mr. Jan's strategy, you have to look no further than the current trend of Medical GPO's, without them, many individual medical practices would already have been shuttered. I believe after reading all the press releases and studying the various companies Henry Jan has assembled here, he is onto something huge.
He has taken the GPO idea and expanded it into the whole medical arena, encompassing all components required to run a health care system. Like Microsoft, watch everyone else try to follow suit.
Maverick0607, Another "Grandpaism": The early bird gets the worm" Hang in there!
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