Here's a good read about Microsoft and the health care IT market: Vertical Markets: Prescription for Profit. Redmond Channel Partner Online is a magazine for the Microsoft partner community so the article is geared more towards third party opportunities. It talks a little about Microsoft's marketing efforts (or lack thereof), but nothing about their technology strategy. The discussion about the Azyxxi purchase in 2006 and how it's perceived by some as a competitive threat is interesting.
The overall take-away is that the health care industry has a lot of potential for Microsoft. What you don't get from the article is where the competitive threats are in this market.
Here's a quote I like:
Doctors can be tough customers too. "They're notoriously cheap,"....
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