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herbietheloveblog

08/27/06 1:31 PM

#8058 RE: tjak #8057

Medify has admitted that there will be competition and that there are other providers in spaces which they are not going after. What they have said, and what is true, is that in the spaces and segment of the customer base they are persuing, they are currently involved in, they are the only current player.

They have even limited, for now, their projections of their own NHS ONE YEAR penetration to 10% (50,000 users) because they know what is coming. Still 50,000 NHS users would be $0.33/share earnings and translate to a pps of about about $6-$11/share depending on what P/E one uses. And that is just the NHS. Plus, they may penetrate the NHS further, and their partner EMIS is involved in Im going to say, around half of the UK NHS. Also, remember that there is a total global market base out there even in the niche market of health of 59,000,000 users.

PLEASE show me if you can (without 'spin') where Medify has said that no one else provides remote access anywhere. Exact words now, no paraphrasing. We need to nip misquotes in the bud here ASAP.The sky IS NOT falling folks.



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mfysinterest

08/27/06 1:38 PM

#8059 RE: tjak #8057

It is common knowledge that Medify is way, way behind the game in the United States. Kaiser hospitals are leading the way in the Western United States in terms of setting up remote access to patient records and data. It is already implemented in most hospitals there. I doubt that Medify will be even a minor player here. The U.K., Italy and other places are another story, though, so this post is misleading.