Dell Inc. (NASDAQ: DELL) wants to get into the game of digitizing medical records for physicians who work with (not at) hospitals. Dell wants to ensure all these physicians and their offices remain compatible with the computer systems used by small and mega hospitals, along with making any current processes less expensive and more efficient.

Just like Hewlett-Packard Corp. (NYSE: HPQ), Dell may be able to expand its services and consulting into areas just waiting for extreme amounts of help and expertise. With consumer and business PC purchases continuing to be slower than in the past -- and with a presidential mandate to digitize all medical records in the U.S. -- Dell's opportunity here is enormous. That is, if it goes bananas and actually takes advantage of it beyond lip service.

Allscripts-Misys Healthcare Solutions (NASDAQ: MDRX) is the result of the recently completed merger of Florida-based Allscripts and the health care information technology business of London-based Misys.

The nearly ill-fated merger finally closed late in 2008, after having to be restructured following the untimely demise of Lehman Brothers, the architect of the original merger plans.

The merger with Misys places the company in the forefront of the Obama administration's emphasis on improving health care in part by improving the availability of medical information in electronic form.

Allscripts' solutions are the cutting edge of medical information systems, and the company should benefit substantially from a move in the direction suggested by Obama.

MDRX provides clinical software, connectivity and information solutions to its health care customer base throughout the United States. The company delivers its products through four divisions: Professional Solutions, Enterprise Solutions, Health Systems Group and Medication Services.