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Non-Tech : Conseco Insurance (CNO)
CNO 41.000.0%Jan 28 3:59 PM EST

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To: M.A. Miller who wrote (418)11/21/1997 9:46:00 AM
From: John Thomas  Read Replies (1) of 4155
 
Mark,

Back to Jack Rizzo, the trustee of the Helping Hand Fund was listed as Rollin Dick, he is the CFO, my guess is that is probably his private foundation? As to your guess as what their up to?? 1 billion is a lot of cash. I am still hearing rumors of a big deal soon (first 1/2 of 98). I tlked to LNC people last week they say they have a poison pill that would keep CNC out, also remember that CNC has never done an unfriendly deal. I think you are right on track with the idea that they want the stock up to 53-56 range before they do a deal. Still long and bgt some more @41, I still belive that we will see 65 in 12 months.

John
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