CERN has a good business, but as far as Health IT is concerned, the real dough is in the small physician practice space - those types of units are 70% of the estimated 200K doc count in the US, and guess what: they dont want new, costly IT. H Care is a hot potato game: no one wants to carry the cost b/c it hurts too much. Id call CERN a has been and spend more of my investment dollars on small cap IT names penetrating the small doc/ambulatory care setting.........
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CERN has a good business, but as far as Health IT is concerned, the real dough is in the small physician practice space - those types of units are 70% of the estimated 200K doc count in the US, and guess what: they dont want new, costly IT. H Care is a hot potato game: no one wants to carry the cost b/c it hurts too much. Id call CERN a has been and spend more of my investment dollars on small cap IT names penetrating the small doc/ambulatory care setting.........
Dec 03 10:32 am
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All Comments by Dan Jacome »5 Bear Market Tech Opportunities [View article]