08.10.09: Healthcare IT Report
6 analysts, and 5 sector firms examine the Healthcare IT segment in this 52 page report from The Wall Street Transcript.
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Outlook for Healthcare IT: Jamie Stockton, Morgan Keegan & Co., Inc.
Investing in Healthcare IT: Todd C. Weller, Stifel, Nicolaus & Company, Inc.
The Stimulus Package and Healthcare IT: Bret Jones, Carret & Co., LLC
Pending Reform & Emerging Trends in Healthcare IT: Richard Close, Jefferies & Company, Inc.
Healthcare IT Overview: Gene Mannheimer, Auriga USA, LLC
Navigating the Uncertainty of Healthcare IT: Leo Carpio, Caris & Company, Inc.
CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Aperture Health, Epazz, Inc, Merge Healthcare
Topics covered: Healthcare providers - Growth potential - The stimulus package - Investor sentiment - Current valuation - Earnings - Customer base - Market opportunity - Medicaid - Debt levels - Free cash flow - Investment opportunities
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Companies covered: Computer Programs & Systems (CPSI); Quality Systems (QSII); Allscripts (MDRX); Eclipsys (ECLP); Cerner (CERN); Quality Systems (QSII); Cerner (CERN); athenahealth (ATHN); General Electric (GE).


