This Business Week article details what it calls the new "Silicon Valley Gold Rush" -EMR
It's an interesting take on the subject. Kalorama has in many versions of our EMR report (we have been reporting yearly on electronic medical records markets since 2007) said that there is opportunity for new players - no one company has leadership. There are large concerns involved here - Dell, WalMart, even ADP has jumped in recently. But physicians and group practices buy individually and there's no clear favorite yet. There is billions of dollars in the physician market.
Having said that the larger market, almost 80% of the market Kalroama cites in its EMR market figure, is in hospitals and there we see less of a 'gold rush' and more of a few key players in the industry - Cerner, GE Healthcare, Siemens dominant. The only action that we see occurring in this multi-billion dollar marektis a few of the 5th, 6th and 7th position companies in the market like Epic or Allscripts may rise to top three and battle it out to become a larger player.