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Biotech / Medical : US Oncology(USON) -- Ignore unavailable to you. Want to Upgrade?


To: Gary Korn who wrote (18)11/9/1999 10:01:00 PM
From: Gary Korn  Respond to of 75
 
REVENUE
1996 1997 1998 1999
MAR 40,750 70,396 187,637 249,214
JUN 47,374 79,525 204,744 266,412
SEP 53,701 82,293 118,263 277,789*
DEC 63,635 89,626 125,126

Totals 205,460 321,840 635,770 793,415*

Note: Units in Thousands of U.S. Dollars

EARNINGS PER SHARE
1996 1997 1998 1999
MAR .090 .110 .140 .160
JUN .090 .120 .150 -.010
SEP .090 .120 .150 .150
DEC .100 .130 .160

Tot .370 .480 .600 .300

Gary Korn



To: Gary Korn who wrote (18)11/10/1999 9:21:00 AM
From: Charlie Smith  Respond to of 75
 
Gary:

The revenues have been increasing very well over time.

Be careful, Gary. When you roll up an industry as AORI has done it's not revenue growth that's key, because you can continue to buy companies and basically print any revenue number you want. Focus on EBITDA growth instead. Not quite as promising for AORI on this score.

Charlie



To: Gary Korn who wrote (18)11/10/1999 10:30:00 AM
From: Bryce Elkins  Respond to of 75
 
Gary - I agree; the number I looked at which convinced me to take a position was revenue per physician. Over the three years I looked, the trend was strongly up. Still long, and waiting for a big run up as the federal government backs off on Medicare cost ceilings. As soon as they [Feds] figure out that newer, more expensive therapies lead to more success in treating patients and thereby lower net costs all the medical businesses should fare better.

Ble