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Author: SamIAm99 Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 69  
Subject: Re: Cyber-Care in the Home Monitoring Market Date: 10/4/2000 3:19 PM
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Nice analysis. I still have some reading to do to get a handle on the size of the market and opportunity, but it certainly sounds like Cyber-Care is a leader. Unfortunately, it also sounds like it's all alone:

5) Value Chain – this is yet to form. Cyber-Care is trying to stop manufacture of their EHC product and have the current competitors licensing their superior technology. In effect trying to turn the competitors into a value chain. It will consist of hospitals, HMO's, doctors, nurses. Other systems will be able to exploit the network to enable new functionality.

I really think this is the biggest problem with nearly all emerging technologies in biotech. Without a tornado and solid value chain, the market will not be forced to settle on a standard. Thus far, I see very few value chains with the scale to allow a gorilla or gorilla-like beast to emerge. Of course, the development of horizontally integrated business models outside of (or peripherally associated to) drug making is relatively new in this industry, so this may change in the future.

Looks like some of the components are there, GG, I'd have to say we're still on a tornado watch on this one. Keep the Dopplar up and running! :)

-S
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