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Biotech / Medical : WebMD Health Corp
WBMD 66.480.0%Sep 18 5:00 PM EST

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To: k286165 who wrote (101)10/12/2000 8:55:29 AM
From: Bosco  Read Replies (1) of 326
 
Hi k & all - my guess is that Mr Jim Clark and the VC gang are trying to salvage their investments. I think Mr Arnold is a good leader, but I think Mr Wygod is better. By quickly getting rid of a potential disharmony at the leadership circle due to power struggle or simple differing of opinions, mgt will be able to focus on integration and building the brand.

I cannot see how the Janus fund mgrs could miss this seachange. Anyway, maybe it is wishful thinking :). FWIW, I added another position just before the close last night. So, essential, I triple my bet. I'd like to release 1/3 of it after the analyst mtg this morning, since I ve margined up my eyeballs!

best, Bosco
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