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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: Logain Ablar who wrote (105)	5/16/2000 12:37:00 PM
From: jack bittner	of 110

Tim, I have to believe ING and Wellpoint have data you and I are not privy to, and that their offer was serious. also that Longleaf Partners are among the best value investors we have - they have 6% of the stock at an average cost of 52+. the pendulum has swung, and the politicians now realize that if they continue to pander to the aged fatsos who want free care to cover what they've done with potato chips and chocolate cake, there will be no one solvent enough to pay the medical bills. so premiums will rise. 'course that means the other hmo's'll also benefit, but none are (or were) as beaten down. best of luck with all your investments - and even your speculations (i do it too). Jack

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