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Winston, I agree that there will continue to be a dip in the stock price as they will not see huge growth spurts. This model is recurring revenue, and you need your current customers to stay with you as well as continue to add new customers. This is not a "big deal" huge growth type of business. Slow and steady growth is what you will see and that is already built into the price. 30% is doable in this market size. There is no way that a Physician can do a great job billing and collecting their money for 3% of the transaction.
Mar 15 14:15 pm
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All Comments by User 164109 »Don't Be Fooled by the athenaHealth Hype [View article]
Your comments on outsourcing and security are way off the mark though. Outsourcing in a secure environment is here to stay and the market is going to change dramatically for the small practitioner in healthcare. Athena's biggest obstacle will be execution, as it is not just software, it's billing.... and collecting payments. It is labor intensive and thus harder to execute growth than with a true software company.