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Biotech / Medical : FPA Medical Management - FPAMQ
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To: Douglas V. Fant who wrote (488)5/11/1998 6:34:00 PM
From: Gary Leger  Read Replies (2) of 1110
 
DOUG,

Thanks for the rationale on fpam. I hope you're right because I'm part of the suffering longs. If you are right these overbeaten stocks usually retrace about 50% of their loss, i.e.17 to 18.

However, my concern is with the assumption there will be 20 or 30% growth with fpam during a time when they are curtailing their acquisitions and there seems to be a lot of concern over cutbacks in federal funding etc. The recent articles concerning the value the ppm industry adds to the equation brings some level of doubt to the business model itself, although it sure seems to make lots of sense to me in theory. Clearly most are enamored with the single specialty practice model.

It also makes me wonder why the new ceo didn't move up the earnings release a day or two if there's any good news/guidance??
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