“It's a $1 trillion market. It's an opportunity for them in essence to sell more products - more chips, office products, more (Microsoft) NT servers - that's really what's driving those guys. They also recognize that it's in many ways an untapped opportunity.”
“A few months ago we were in a buoyant market where investors and analysts were willing to be more forgiving of flaws and more patient with profitability and success. Investors and analysts are no longer so patient.”
“Quite frankly, you've had a lot of companies that came public too early. In markets where we've had a large sell-off, IPO stocks tend to be the ones that are abandoned first - and the e-health sector is rather new. Most of these companies have not even been public a year.”
