FPA Medical Management - FPAMQ Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : FPA Medical Management - FPAMQ

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vanni Resta who wrote (948)	7/17/1998 12:57:00 AM
From: Douglas V. Fant	of 1110

Vanni, How many $1b revenue companies can you buy for 5/8ths/share? Not many I'd guess. I came out of the oil industry and watched our company lose about 50%+ of it employees over the last ten years. Yes painful, but the free market calls the shots, not us employees. Also FPAM is riding a corporate trend called "unbundling". That is instead of having one employee such as an MD be a generalist and handle all functions of a business including the medical functions, why not unbundle those functions and allow the specialists to zero in on his/her best most profitable skills... Unbundling began in the natural gas transmisson industry in about 1984, and has spread to many industries now. Companies like ADP and Manpower have jumped on different elements of the administrative aspect of this trend and have been quite successful. FPAM is trying to ride the same "megatrend". Will they be successful? I do not know- time will tell. But I've bet a few bucks that they will.... Also Vanni have you seen or read anything about FPAM's East Coast ops? I've read or seen nothing about either Aetna or Humana.... Sincerely, Doug F.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next