At some point the market will figure out that the Watson stuff is just hype. Watson health claims that they...and they alone....have relatively unfettered access to the unstructured data in the medical record because Watson can "read and understand" the free text found in doctors notes, etc.
The MD Anderson debacle, which imploded when MD Anderson changed Electronic Medical Record vendors, proves that even STRUCTURED data found in these rigid systems has to be heavily pre-processed at great cost to be useful to Watson which directly contradicts what IBM has been telling their customers and Wall Street. MDA changed from one of the two major EMR vendors to the OTHER Goliath in the business. If Watson can't run out of the box with the two dominant Electronic Medical Record players in the category they are doomed. Health systems are spending BiLLIONS standardizing their processes and EMR's to prepare for big data. Having made that investment so that these solutions will "plug in" they will kick IBM and Watson out the door when they suggest millions of dollars to "massage" their data so that Watson can handle it.