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To: Michael Burry who wrote (8228)9/12/1999 3:40:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78819
 
Mike, I can see a relaxation of the pressure on the healthcare stocks, for the ones like HRC (perhaps) which get truely oversold, giving a decent return, especially on a risk adjusted basis. However, the truly extraordinary returns come from that combined with a relaxation of the pressure on company fundamentals. It is not clear to me as to how or when that will come.



To: Michael Burry who wrote (8228)9/14/1999 9:20:00 PM
From: John Stichnoth  Read Replies (2) | Respond to of 78819
 
A FWIW comment on HRC--They were one of the primary outsource providers here in NJ for HIP of New Jersey, which went belly up last year. Repayment of any claims on HIP is questionable, from what I understand. I have no idea what provision HRC has made for this.

Best regards,
JS

PS--Mike, are you any relation to Roy? Best. JS


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