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Biotech / Medical : Oxford Health Plan (OXHP)
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To: ivan solotaroff who wrote (729)1/8/1998 5:57:00 PM
From: Premier  Read Replies (1) of 2068
 
Ivan:

If Pacificare gets Price's endorsement and his call is correct, it should move higher. Oxford, being an industry particiapant, should generally move in the direction of Pacificare.

Appointment of new executive committee consisting of turn around experts and search for new CEO (while retaining current CEO) signals management's resolve to improve shareholder value.

In the short run you have gain on your short. In the long run longs have better odds at Oxford.

IMHO, the talks of Oxford's death are premature.

Premier
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