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Biotech / Medical : ROTC:Rotech medical

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To: Bryce Elkins who wrote (156)	10/3/1997 7:28:00 PM
From: David Lawrence	of 161

Some excerpts from the Value Line report..... 1. Combined company revenies >$2.3 billion. 2. 975 home-health locations 3. 1500 post-acute offices in 43 states 4. Very diversified - more attractive to managed care payors 5. Expect shareholder approval will occur on 10/17 6. If occurs, closing should occur by EOM. 7. Home care market still ripe for consolidation. 8. Combined entity will be able to find many affordable acquisitions 9. Even a 25% reduction in medicare-oxy, minimal effect on bottom line "The union with IHS should be a net positive for Rotech shareholders. We expect the merger to be immediately accretive to IHS's earnings, as well as an enhancement to its balance sheet. (No shit) Furthermore, as part of a larger company. RoTech's skill at acquiring and integrating small home-care operations will be better recognized by the market. Therefore, we do not recommend RoTech shareholders sell their shares on the open market." Source: 10/03/97 Value Line Well, there is one man's opinion, anyway.

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