Vincent Colicchio covers business services and software and companies within this area that are related to health care. On the hospital spending side, Mr. Colicchio says capital budgets have been tight for some time, and that the electronic and medical record business has largely matured. He says the education side is where he is seeing healthy spending, and talks about health care learning management systems and how companies implementing those are competitive leaders. Mr. Colicchio is also positive on companies that provide business-process outsourcing services.
Full interview available here.
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