Monday, July 12, 2004

Monday morning round-up

How about this acquisition? You have to give Dicom credit for really going after developing markets and it doesn't look like it was that huge of an investment, so if things go wrong...

Speaking of developing markets, I guess Stellent saw an opportunity in a different part of the world.

Also, WebMD continues to invest heavily in the claims market. You remember a couple months back they agreed to pay up to $65 million to acquire forms processing specialist dakota - whose annual revenue was less than $20 million. Now, they've offered greater than three times revenue for a company that looks like some sort of EDI specialist. We've yet to hear much good or bad about how the acquisition is affecting dakota. We can say that WebMD has definitely drawn a bead on this market.

Finally, we were asked to judge these awards a few years back. I wonder why we haven't been asked back?

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Take care

RG

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