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Biotech / Medical : WebMD Health Corp -- Ignore unavailable to you. Want to Upgrade?

To: Michael Olds who wrote (306)10/13/2001 11:05:13 AM
From: David Kelly  Respond to of 326
Why do you think Monday is the bottom?


To: Michael Olds who wrote (306)10/13/2001 11:27:17 AM
From: Sr K  Read Replies (1) | Respond to of 326
They paid $5.285 per share and gave 100% protection (and later 80%) above $4.00 per share to 2003. And in doing so used $185 m of cash.

"this great poker player has pulled off a stunning hand"

What does that mean? It looks like there is no resistance on the downside, and at every temporary level, there is resistance 20 to 60 cents higher. WebMD has given up a card (cash) and seems weaker after this deal.

To: Michael Olds who wrote (306)10/15/2001 1:54:07 AM
From: tech101  Respond to of 326
WebMD Corp.

Improving Prospect Ahead -- Part 1
Ranking -- Accumulate, Long Term Buy

10 August 2001
David R. Risinger, CFA
First Vice President
Brandon R. Fazio
Industry Analyst



We continue to view WebMD as an interesting small to mid cap value situation. We think there is an opportunity for patient investors since the stock is only trading at an enterprise value multiple of 2x current revenue and its assets have the potential to deliver 20%+ operating margins over the longterm. Other leading healthcare IT companies are trading at 4x revenue.


From Marrill Lynch Research Report

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