It's hard NOT to be bullish on health IT these days! It'll be interesting to see how other leading EHR developers' growth plans play out in the coming months and years, too.
From the outside looking in, I agree with Cerner's strategy of signing in-depth systems integrator/solution provider contracts with some key clients. Coming from a background of covering the channel, I've seen just how well these relationships can work for both parties, when done well, and in speaking to both parties a few months ago it appeared they have realistic goals and a strong foundation. Software alone cannot build big profitable growth. Services are crucial, IMHO.