Topics covered: Stimulus IT Upgrade Incentives Drive Demand, Priced-in Near-Term Growth, M&A Forecast for Health Care IT Sector, EHR Market Penetration Vs. Long-Term Growth Prospects, EHR Adoption Forecast, Allscripts CEO Post-Merger Outlook
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), The Charles Schwab Corporation (NYSE:SCHW), International Business Machines Corporation (NYSE:IBM), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), Computer Programs and Systems, Inc. (NASDAQ:CPSI), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Northrop Grumman Corporation (NYSE:NOC), NICE Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), HP Inc (NYSE:HPQ), General Dynamics Corporation (NYSE:GD), Elbit Systems Ltd. (NASDAQ:ESLT), Dell Inc. (NASDAQ:DELL), Cogent Inc., Acxiom Corporation (NASDAQ:ACXM), WellPoint Inc., SXC Health Solutions, Corp., Satyam Computer Services Ltd., Document Security Systems Inc.
