A good discussion. Any opinions on the new lineup of Xerox advertisements on Television? The ones with the super cute business lady mentioning all the unknown things Xerox does? They do seem smart and professionally saavy, but handling medicare claims is not a strongsuit of ACS. BTW - nope, not $12 by next Friday.
Did you check out the XRX Healthcare Services Analyst Day presentation? If you don't have the time to listen to the archive, try to take a quick flip through the slides.
Thanks to ObamaCare, the entire healthcare sector is being transformed. This is a big industry - a big chunk of GDP - that is undergoing huge changes. And these changes are oftentimes complex and evolving as the final rules are set and phased in. This kind of situation is great for services firms like XRX. Few want to track all the changing rules, write the software and administer these big messy programs. Look for healthcare related services to drive substantial growth for XRX in the years ahead. I believe it is one of the key factors behind the stocks recent nice rise.
We may not hit $12 this Friday, but it will not surprise me if the stock hits $12 on a not too distant Friday!!!