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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Premier who wrote (1622)5/18/1998 11:26:00 AM
From: DRRISK  Read Replies (1) of 2068
 
Premier,

"Oxford as hedge against market meltdown"

I think and have stated as such that OXHP is a good hedge against a market meltdown now that the financing is in place, I was a little concerned that they would not get it done in time.

I feel that the primary risk to OXHP now could be the political and competitive arenas. The political drums are beating loud on the HMO fronts and what will happen is unclear given the dirth of alternatives. The MSA option still seems to be flat on its ass, unfortunately, so it is probably election year sabre rattling.

Cash is king in a meltdown the Mutual Funds are out of it, any money flow panic meets with a major correction that spares nothing. The problem is when. Will daytrade till then. I am surprised that OXHP did not take out the 19 1/2 resistence with the financing. Still IMHO a great longterm play.

I agree with almost everything you say. :)

DrRisk good luck
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