Health Care Has Its Head in the Clouds

Make no mistake about it: Healthcare has its head in the clouds. Technically, its head is in the cloud -- the world where data flies across the Internet to parts unknown.

In this video, The Motley Fool's Erin Miller and Fool contributor Keith Speights discuss the implications of this trend, including serious issues that have been raised. Erin and Keith also talk about possible winners from health care moving to the cloud.

Amazon (NASDAQ: AMZN  ) looks to be one of those beneficiaries. Amazon Web Services could be worth $19 billion if it were a stand-alone business. Another technology winner from health care's move to the cloud is EMC (NYSE: EMC  ) . With cloud service providers buying its data storage devices, plus its 80% stake in VMWare (NYSE: VMW  ) , EMC looks to profit in two different ways.

Cloud-based physician software company athenahealth (NASDAQ: ATHN  ) stands as another that is well-positioned to take advantage of this shift. Athenahealth's recent purchase of Epocrates could open up more opportunities, also.

Watch as Erin and Keith talk about how each of these three companies should profit from health care having its head in the cloud.

What macro trend was Warren Buffett referring to when he said, "This is the tapeworm that's eating at American competitiveness?" Find out in our free report: What's Really Eating At America's Competitiveness. You'll also discover an idea to profit as companies work to eradicate this efficiency-sucking tapeworm. Just click here for free, immediate access.


Read/Post Comments (0) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2402370, ~/Articles/ArticleHandler.aspx, 10/21/2014 2:49:03 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement