On the surface it would appear to be a significant loss to lose a brand name like Mayo. What many fail to recognize is that Cerner, unlike Epic, is moving from being a technology supplier to the healthcare industry to being a healthcare technology solution provider. That is a fundamental shift that is addressing a significant labor void and cost in the marketplace. Epic's win ratio of beauty contests has been cut in half in the last 2-3 years, but it has lost every contest when cost, sustainability, and vision has been the leading decision factor.
I'm not worried about Cerner, in fact this stock is poised to double again in the next 5 years. Where will Epic be when Judy retires? After all, she's over 70 and she must want to do something other than make hospital CEO's feel important for 6-12 months during a sales cycle with what ever time she has left!