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Biotech / Medical : HBOC...Buy in here?

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To: Geoff Nunn who wrote (224)8/11/1998 5:47:00 PM
From: Mun  Read Replies (2) of 341
 
Was looking a the HBO thread and saw your note regarding the McKesson deal and the "thought process" behind it with HBO management.
I live in Atlanta and know the company. I ask the same question to someone in management and got an interesting story that explained the logic behind the deal with McKesson. It would have been a brilliant move and Wall Street would have soon figured it out. Like the Inmet deal, Wall Street has not figured out "The Fit". By purchasing Inmet, HBO has just eliminated competitors ability to offer the same package using Inmet. If you understand the business you can see "The fit".
I have and continue to be very impressed with the management team at HBO.
My broker was calling today with "buy" recommendations at 26. He has followed the stock from the beginning and knows management with HBO.

Hope this helps
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