Recent Reports


2012-01-23: Wireless Communications & Telecom Report
4 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-12-05: Semiconductors Report
6 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-10-17: Internet Services Report
4 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-09-19: Data Hosting Centers & Data Storage Report
5 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-07-25: Electronic Components Report
5 leading Analysts; and top management from 7 Sector Firms examine this industry.
Order this Report
More Information

2011-06-13: Semiconductors Report
9 leading Analysts; and top management from 9 Sector Firms examine this industry.
Order this Report
More Information

2011-05-16: Wireless Communications & Telecom Report
6 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-05-02: Data Hosting Centers & Data Storage Report
5 leading Analysts; and top management from 2 Sector Firms examine this industry.
Order this Report
More Information

2011-04-04: Internet Services Report
6 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-03-07: Business and Application Software
8 leading Analysts; and top management from 11 Sector Firms examine this industry.
Order this Report
More Information

2011-02-21: Alternative Energy Report
9 leading Analysts; and top management from 4 Sector Firms examine this industry.
Order this Report
More Information

2010-12-06: Internet Services Report
4 leading Analysts; and top management from 8 Sector Firms examine this industry.
Order this Report
More Information

2010-10-18: Data Hosting Centers & Data Storage Report
8 leading Analysts; and top management from 2 Sector Firms examine this industry.
Order this Report
More Information

2010-10-18: Application Software & Transaction Processors Report
4 leading Analysts; and top management from 4 Sector Firms examine this industry.
Order this Report
More Information

Search TWST Online

TWST Newsletter

Give us your email address and receive the TWST Newsletter.


Analyst Interview Excerpt
INVESTING IN HEALTHCARE IT – TODD C. WELLER – STIFEL, NICOLAUS & COMPANY, INC.


Full article published: 08/10/2009


For Subscribers

Get this article online now!

Order just this article
TWST: Is it correct that the health IT space is getting a lot of increased attention because of the stimulus bill and the new Administration's focus?
Mr. Weller: I think that's accurate. I can tell you that my telephone's incoming call volumes on health IT from December through the stimulus signing increased significantly. Interest is not at the same levels as then but remains high and higher than pre-stimulus levels.

TWST: Is the stimulus package enough to justify this pickup in interest?
Mr. Weller: I think that remains to be seen. I think there are a lot of industries that can benefit from the broader economic stimulus, and there are a lot of general things that occur there, but I think what's interesting with respect to health IT are the specific monetary incentives for hospitals and doctors to adopt and show that they are using electronic health records. The open questions are the timing and the magnitude of increased adoption and whether this will live up to the expectations embedded in the stocks.

 

Tickers included in this excerpt: ATHN, CERN, CPSI, ECLP, MDRX, QSII

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.