Apple, Cerner, Microsoft, and Salesforce

… all rumored to be in the mix to acquire athenahealth. Nope. Why not? a) Apple doesn’t do “verticals.”  It’s that easy.  Apple sells products that anyone could buy.  A teacher, a doctor, my mom.  Sure – they have sold high-end workstations that video editors can use, but so could a hobbyist filmmaker. Likelihood of Apple buying athenahealth?  ~ .01% b) Cerner?  Nah. While (yes) they have an aging client-server ambulatory EHR that needs to be replaced by a multi-tenant SaaS product (like the one athenahealth cas built), they have too much on their plate right now with DoD and VA and the (incomplete) integration of Siemens customers.  Likelihood of Cerner buying athenahealth?  ~ 1% c) Microsoft.  Like Apple, it’s uncommon for MSFT to go “vertical.”  They have tried it. (Who remembers the Health Solutions Group?) But the tension between a strong product-focused company that meets the needs of many market segments, and a company that deeply understands the business problems of health (and health care) is too great.  The driving force of MSFT, like Apple, is to sell infrastructure to care delivery organizations.  Owning a product that competes with their key channel partners would alienate the partners – driving them to AMZN, GOOG and APPL.  Likelihood of Microsoft buying athenahealth?  ~ 2% d) Salesforce.  I’d love to see this.  But it’s still unlikely.  athenahealth has built a product, a...
Source: Docnotes - Category: Primary Care Authors: Tags: Uncategorized Source Type: blogs