俞毅 博士 IBM大中华区业务咨询服务部
医疗卫生行业 总监 yuy@cn.ibm.com
Niche market
Revenue: $28 billion, $14 billion of which is spent by hospitals
Largest company (Cerner) represented 4% of HCIT spending
2006 HIMSS conference had 863 exhibitors
Historical 8%-12% growth
Has been cyclical, recently becoming secular
Improvements in IT and health care create secularities
Prior cyclicality driven by IT (Y2K, HIPAA) and health care profitability trends
Cain Brothers’ HCIT index has slightly under performed the Dow Jones and Russell 2000 over the last twelve months
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