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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Michael Burry who wrote (367)	12/8/1997 9:18:00 PM
From: robt justine	Read Replies (2) of 2068

Mike: I agree with you on the very long term on this one. The 20% membership growth you cite is naturally what is coming in the front door. Once those slipping out the back door cease, then I believe some stability will arrive. I still believe that it is quite a dangerous game to be playing here when one increases positions (even at 20) with no further concrete information on the audit and NY's opinion of it.

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