I got into ATHN at 33 and have been impressed with the growth. I also have a stake in CERN and have for some time.
It seems to me that CERN and I suspect others will slowly follow ATHN's network/services model � or at least try given the obvious benefits and adoption barrier issues. In fact, on their last con call CERN indicated that they will be focusing on the ambulatory market. I also see many HIT outfits - MDRX especially, highlighting their hosted solutions. I am curious as to weather they will offer the same value prop as ATHN - % of collections, saas model vs. just hosting the software app. I know the biz models are completely different which is why I have always been short on MDRX given their software model, implementation issues and volatility of late.
Will be interesting to see what Mr. Bush and company do next. I like their play with PSSI and ECLP � they seem to have the whole market covered. I am in the industry and work at an academic center that uses CERN but talking to colleagues and execs the play really is ambulatory and in my opinion EMRs are a nice opp for all but ATHN seems to have focused heavily and is a clear leader in the financial services segment, which if you talk to any doc or their staff, is where the pain lives.