http://finance.yahoo.com/news/Do-IBM-and-Siemens-Have-An-twst-1158906146.html?x=0&.v=1

67 WALL STREET, New York - October 6, 2009 - The Wall Street Transcript has recently published its August '09 Healthcare IT Report offering a timely review of the sector to serious investors and industry executives. This 52 page feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

......

TWST: Do you see larger companies reaping greater benefits?

Mr. Carpio: What's going to happen in the industry three to five years from now is, what we are going to see is massive consolidation in the industry. What will happen is a lot of these smaller niche players, which have niche or specific function software, are going to be absorbed by mid-sized companies. And then in turn, as the mid-sized companies build customer bases and critical mass, the large players who are playing on the higher level - that is, interconnection of records, creating networks - they are going to absorb the mid-sized players. So you are going to have a classic case of a little fish being eaten up by a mid-sized fish, which is going to in turn be eaten by a bigger fish. And that's what's going to happen. So if I were to draw the map for you, it would be like, for example, assume you have a situation of a small niche electronic prescribing software company being bought up by a hospital healthcare IT company who needs that functionality for their software, who then, in turn, gets bought up by a larger company such as a venture. It's something like an IBM or Siemens or GE who decides they want that market share, and they want that software capability in their systems.

TWST: Will that affect small innovative companies introducing new products into the market?

Mr. Carpio: It's a double-edged sword. The ones who've been out there with innovative niches and products, they will find themselves compelled to sell themselves. So a mid-sized company to gain the market share is again a growth. And also it affects innovation in that, because we are going to be imposed to standards over time, the bar, the threshold for standards is going to be incrementally raised as small companies who lack CapEx capability and need a lot of capital funding to keep up with R&D spending, well, just falter wayside. So here we have two items: One, either you sell yourself to a larger player to gain mass and survive, or you die out.

TWST: As you talk to management, what's the level of confidence at the moment?

Mr. Carpio: Everyone is enthusiastic at this point, everyone is optimistic. They all can see that the economy is an issue, yet they see it longer term. They feel that the Obama healthcare IT program, it will be a big boom for the industry. While I think it's the unknown in the near term for management. How it will unfold? When will they start seeing the surge of activity?