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Strategies & Market Trends : Aetna ( aet)

AET 212.70

+0.3%

Nov 28 4:00 PM EST

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To: Rob Taylor who wrote (91)	3/9/2000 3:55:00 PM
From: Logain Ablar	Read Replies (1) of 110

RT: It looks like a fair offer but is only the first one. A prudent seller would have more than one bidder. Hopefully the current chairman learned from the KKR / American Re fiasco (where KKR took AMRE public within 60 days for triple what KKR paid). Although Compton was the CEO at the time Donaldson was one of the directors who approved the deal. A break up would be more complex than one would think. There are tax considerations (penalties with the old life tax rules) that are prohibitive, the international operations are not worth anywhere near the $5 billion mentioned by the articles and the health operations have not been integrated (the main reason the street is up in arms due to the higher costs on non integration) I do think we'll have higher bids but if AET doens't do anything the stock will swoon back( highly unlikely with current street pressure).

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