2010-03-11: Health Care IT Report
6 leading Analysts; and top management from 2 Sector Firms
examine this vital industry in this 28 page report from The Wall Street Transcript.
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A Push Toward EHR Adoption: Activators Vs. Laggards Michael Cherny - Deutsche Bank Securities, Inc.
A Strong Tailwind for EHR Sean Wieland - Piper Jaffray & Co.
Navigating the Rising Tide in Health Care IT Steve Halper - Thomas Weisel Partners LLC
Not All HIT Companies Created Equal Gene Mannheimer - Auriga USA, LLC
Stimulus-Driven Acceleration & Optimism Anthony Vendetti - Maxim Group LLC
Sustainable, Not Hockey-Stick Demand in Health Care IT Leo Carpio - Caris & Company
CEO Interviews (average 2,500 words): top management from 2 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Allscripts-Misys Healthcare Solutions, Inc., and Medsphere Systems Corporation
Topics covered: Topics Covered: American Recover Reinvestment Act - Electronic Health Record Adoption - Stimulus Money To Physicians & Hospitals - Accelerating Demand For Health Care IT Solutions - Early Activators Vs. Laggards - Rising-Tide Phenomenon In Health Care IT - Potential Short-Term Volatility - 2010-2011 Revenue Growth - Sustainable Health Care IT Demand & Revenue Growth
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Companies covered: Allscripts (MDRX); Cerner (CERN); Computer Programs and Systems, Inc (CPSI); Eclipsys (ECLP); Emdeon (EM); GE (GE); McKesson (MCK); MedAssets (MDAS); Omnicell (OMCL); Quality Systems (QSII); Siemens (SI); Vital Images (VTAL); athenahealth (ATHN).


