Whereas the agency’s press launch calls these “health information superstores,” the textual content makes clear that transferring Digital Medical File (EMR) information with a view to extract worth from will probably be the important thing driver on this consolidation.
Afsaneh Naimollah (proper, from Marlin’s Web page) mentioned her conclusion is predicated on a a sequence of surveys the corporate carried out of distributors through the yr.
If her title is acquainted to readers or different reporters right here, her bio says she was on the board of ON Applied sciences earlier than it was purchased by Google, and that she suggested on CNET’s buy of TechRepublic.
Naimollah in contrast what is occurring to what Bloomberg and Thomson Reuters did within the finance area. Each firms developed terminals for analyzing market information, which later grew to become companies that earn billions of .
Among the many gamers the agency thinks would possibly emerge are tech heavyweights like Microsoft and IBM, telecom firms AT&T and Verizon, and UnitedHealth’s Ingenix unit, which has been shopping for smaller software program firms for 18 months now.
What’s going to make the distinction might be business models, particularly improvements in how docs and hospitals pay for Well being ISP companies.
Whereas acknowledging the position the federal government’s HITECH stimulus, in addition to its CONNECT and DIRECT open supply tasks, have had in jump-starting all this, Naimollah insisted that personal pursuits will drive future requirements, a lot as non-public pursuits drive the requirements of the present Web.
Many facets of the conclusion ring true. Medical doctors are on the lookout for worth from their EMR investments, networks can present that worth, so community functions might nicely be the “killer apps” that drive change and consolidation available in the market.
However whereas hindsight is 20-20, foresight usually is not. The subsequent few years on this market are going to be very thrilling. It would not take a crystal ball or a survey to see that.
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