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Technology Stocks : Healtheon Corporation (HLTH)
HLTH 0.1200.0%Sep 10 5:00 PM EST

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To: bob zagorin who wrote (678)5/17/2000 2:25:00 AM
From: muscle_coach  Read Replies (1) of 861
 
hi bob,

one of the many problems facing the big insur co's is zero credibility. another, pointed out in the next post is the doj. continuing on this theme: can they and will they trust each other; are they motivated to make the system for efficient since for many their underwriting losses have only been "covered up" by their investment income, somewhat based on an "inefficient system"; and perhaps their greatest challenge, virtually all of my md contacts, a fairly sizeable group, would rather slit their wrists than enter into any new relationships, transactions processing or even sit down to a cup of coffee with the insurers.

though i am very long hlth, i realize hlth has a number of major challenges and hurdles ahead. but (imo) none of these will be will be (seriously) posed by the insur cos and medunite in particular.

take care.

coach
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