Oxford Health Plan (OXHP) Message Board

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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Stephen M. DeMoss who wrote (672)	12/29/1997 8:41:00 PM
From: Michael Burry	Read Replies (2) of 2068

The problems with oxhp are common. Your analysis is superficial - no malice intended. Aetna and Oxford are two different animals in different situations despite the surface similarities. It is not new news what you say about Aetna and Pacificare having "similar" probs as Oxford - but the impact is much different, and the problems are much less serious. We touched on this back in early-mid Dec here. You are posting a lot - I would ask myself, why does Oxford - an insurance company - need more capital? The reason likely is much what I mentioned earlier - they may run into some serious liquidity problems without it. stocks go way up and way down This isn't a tech stock - it's imprtant to understand the industry and to have a good handle on how these things run their financial houses. There is regulation here, and if its financials get much worse it gets shut down or limited in a major way. If you believe the HMOs will rebound (they're all beaten down) then there are safer avenues. JMO, Mike

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