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  "documentTitle": "AerCap Holdings (AER)",
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  "authorName": "David Einhorn",
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  "presentationDate": "2015-04-07 00:00:00",
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      "text": "It seems likely that athena will continue to lose enterprise customers.",
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      "text": "List of client logos: Vanguard, CareMont Health, Integris, West Penn Allegheny, Bon Secours, O'Bleness Memorial Hospital",
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      "text": "250 providers, 3Q15; 400 providers, 1Q16; 1,000 providers, 1Q15",
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      "text": "Last May, we identified these six customers that we believed athena may lose in the coming years. West Penn Allegheny did the first major de-installation this quarter. Obviously, athena needs to win new business just to replace lost customers. It seems likely that athena will continue to lose enterprise customers.",
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      "text": "Capitulation",
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