eHealth: A beneficiary of Obama's health care ambitions?

Although, the Street was still disappointed (the shares fell 12% to $16.53). Then again, there was some weakness with paid and natural search marketing.

But beyond this, a key to eHealth is its eOD (eCommerce On-Demand) system. Essentially, this allows third-parties, such as healthcare insurance carriers, to take online enrollments. Based on Q2 results, eHealth continues to rack-up more clients for eOD.

Okay, so what about Obama's health care reforms? What might this mean for eHealth?

Of course, it's still somewhat sketchy. Yet, eHealth is definitely getting lots of buzz. At the same time, there will be a need for scalable enrollment systems.

Besides, there is resistance to some of Obama's initiatives (especially in terms of the need for funding). In other words, it would not be a surprise that the result is something that is muted, allowing for less government involvement. So, in the end, the positives may outweigh the negatives for eHealth's future.

Tom Taulli is the author of various books, including The Complete M&A Handbook, and the cofounder of Phitch, which provides inventory management software for small and medium size businesses.