Originally Posted by
BlackPeter
I think you misunderstood what I wanted to say (maybe I was not clear in expressing myself?). What I meant was that even if we assume that OHE are the best (which may or may not be true), many customers have no good track record in picking the best, but pick instead software providers for reasons which have nothing to do with their particular capability in performing a specific job (which, admittedly, is not always easy to assess).
What I wanted to say is - even if OHE are the best health software solutions provider, than this might not be good enough to get them all the customers they want (due to customers looking for other qualities).
Re Risk / reward ... yes, I see what you mean. It just appears that we might have a different view of either the size of the risks or alternatively of the potential of rewards (or both). Anyway - no matter how this works out, we will never know who was right :), however we will see who's perception is prevailing in the market ... and honestly, I don't know which way this will go, though I'd expect a curve similar to XRO, PEB or DIL shaped. Just not sure at which point in the curve we are at current ;).