Looking at TCV qtr, by qtr does not tell the story. When ALC moves ambitiously to the EPR space, it's up against the likes of Cerner who was bought by Oracle for 28 billions, some hundred times the market cap of Alcidion. It's David vs Goliath and it will be very hard. For those who tried, many would have fallen by the wayside. For those who succeed, like ServiceNow in the Services Management space against the old guard BMC and CA, the reward is immense. You have to trust Kate and her team is up for it. Otherwise sell out now.
ALC Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held
