obama health care...play

Buy between 12 to 15 ; this is somewhat safe from healthcare reform - it could even benefit from it - because they are about reducing the cost in health care business

Excellent growth opporunity and the leader in health care technology. I also resell their product, so I feel I have a good sense of the market they are in.

medical shift to digitar records and software

Some of it is coming from a new, non-tech place -- namely, health care, as we are now getting a total dead on arrival read on just about everything Obama wants, especially biotech. Plus, there's just an unabashed rush toward the Express Scripts (ESRX) and Allscripts-Misys Healthcare Solutions (MDRX) for still another day.

this stock will go to 50 by the end of the year

Outperform - Price 16.29 on July 22
by Raymond James

Allscripts reported fiscal-fourth-quarter 2009 results...with sequential bookings growth of 22% to $103.2 million for the quarter, full-year non-GAAP [generally accepted accounting principles] software and service revenue of $650.8 million, and non-GAAP net income of $76.7 million. This compared with our estimates for $643.2 million and $78.9 million, respectively. Management noted stimulus incentives are beginning to translate interest into sales....The development of the Allscripts Distribution Network, an association of 85 organizations with a...salesforce of more than 1,600, should specifically aid in acceleration of the education process for this market....Our lower earnings estimates primarily reflect an updated view on profitability, as near-term margin expansion will likely be more contained by excess sales and deployment capacity than we originally anticipated. Maintaining 18 target. At 21.5 times, our target forward earnings valuation moves higher -- from 20 times on [calendar] 2011 non-GAAP EPS, or earnings per share -- but is conservatively positioned relative to current levels (about 25 times next 12 months' consensus) and the mid-20s earnings CAGR [compound annual growth rate], we anticipate through 2011. We believe Allscripts' market position remains strong. Market cap: $2.4 billion.

Obama play

Cramer's healthcare favorites include: MedcoHealth Solutions (MHS) for cost containment, Quest Diagnostics (DGX) for diagnostics, and Allscripts (MDRX) for electronic record keeping.

the first one that got away. Learning experience at the least.

will benefit under obama

Cramer