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Technology Stocks : Healtheon Corporation (HLTH) -- Ignore unavailable to you. Want to Upgrade?

To: M. Frank Greiffenstein who wrote (553)	4/1/2000 4:02:00 PM
From: bob zagorin	Respond to of 861

RE: health insurers group. this cuts both ways IMO. they won't even be coming up with a plan as i read for at least 60 days and it could be years before they can actually implement something. meanwhile, HLTH is way down the road. time is money these days and i think this might actually validate the importance of what HLTH is doing.

To: M. Frank Greiffenstein who wrote (553)	4/1/2000 5:41:00 PM
From: Ditchdigger	Read Replies (1) \| Respond to of 861

<do you think heads will roll at Janus?> ahh, they can afford the almost $600MM loss <g>.Almost appears Wall Street had it in for this one, once Janus became an investment banker. Would be interesting to know the current short position..DD

To: M. Frank Greiffenstein who wrote (553)	4/1/2000 8:01:00 PM
From: Kip518	Respond to of 861

do you think heads will roll at Janus? Doc, I don't know but when the Janus below-market buy-in was announced the news was spun as "another example of how smart Janus is -- and a hot fund getting hotter." While I have no way of proving this, I believe when the blood hit the water in the earnings release, every fund manager who had recently been made to look bad by comparison to Janus (and probably lost investors to them) and the opportunistic hedgers seeing the sharks circling stomped on HLTH. Clearly the price action of the last week has been continuous puking. I think this was as much a screw-Janus action as dump HLTH. Frankly, my guess is that the health-insurers' e-consortium really isn't viable. Their PR smelled of ploy. Like auto-makers e-deal, I wouldn't rule out potential anti-trust problems either. Still, it would be good to see some response from HLTH about this thing. While the sellers may let up on HLTH now, no question HLTH has been badly wounded. Regulatory slowdowns on impending mergers and the potential for stockholder revolts in the bought companies are likely to keep HLTH limping at these levels for awhile.