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  • cmc587 cmc587 Apr 17, 2008 7:51 AM Flag

    Big Bucks a comin'

    Several of us have been watching the MHS/Fed implementation to see if there is going to be a large post-transition final accounting rather than to await protracted-receipt payments and related paper nightmares. However, we have been told "NO." Please do not think this is "bad." Neither one is! It is just a timing of revenue issue.
    So- WHERE ARE THE BIG BUCKS COMING FROM?
    We know it cannot be institutional at this moment in time and "foreign investment" due to the dollar devaluation are not possible. I know of nothing other than the one ESRX contract that, I hear, CVS/CMX "does not even want due to transition and lack of synegries." (the last ESRX report from analyst concurs that it is just a dollar-turning matter that excludes the bulk from ESRX' balance sheet.
    AGAIN: WHERE ARE THE BIG BUCKS COMING FROM?
    I recall once or twice before you said that these comments are just "pumping" based up "something that you FEEL rather than KNOW will happen." Please, my friend, I am not discounting nor diparaging what you say. It is just that there are several of us that really track this company from a factual/actual standpoint.
    Thank you, craig

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