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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Michael Burry who wrote (512)12/12/1997 9:49:00 AM
From: Thomas Haegin  Read Replies (1) of 2068
 
Re: Expansion into other ethnic groups

While I agree fully that this is good news and probably another savvy marketing/sales coup by OXHP, it in a way refelcts what I still keep thinking:

There never was a problem with marketing and sales at OXHP. Management deserves full credit for spotting all these opportunites. The problem was and is on the managing and controlling side, the internal front so to say (OK, ,they have a problem with Medicare/-aid now, but that's about the only thing gone wrong on the sell side).

They must now actually demonstrate that they can manage all these wonderful strategies they come up with. I sincerely wish they will execute on this one.

Thomas
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