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Non-Tech : Conseco Insurance (CNO) -- Ignore unavailable to you. Want to Upgrade?


To: Bryan who wrote (1102)4/18/2000 9:49:00 PM
From: Robert T. Quasius  Read Replies (1) | Respond to of 4155
 
Update from TakeoverTarget.com:"house cleaning issues"

1. current "names"
a. Ocular Sciences(oclr) 17.875 cost basis
b. Washington Mutual(wm) 26.125 cost basis
c. Saks (sks) 14.00 cost basis
d. Allstate (all) 23.125 cost basis
e. Conseco (cnc) 14.625 cost basis
f. Everest Re(re) 25.00 cost basis

2. issue items
a. we are going to re-iterate buy on oclr tomorrow morning.
wjco can close oclr w/o approval due to
provision in bol deal: alcon(division of
Nestle) another rumored suitor.

b. Conseco issues overdone. Shorts were having
a field day. Liquidity issues seem to be
overblown. Over the next few days we will confirm CNC Finance status and timing.

c. We are close to recommending a new name.
Be sure to watch your in box over the next
week.

3. Bullet points on these names and future names
are free and will always be free. Summary Reports(Buyout Firm perspectives) will be $15
per report or $95 for one year unlimited access.

(04/18/2000 4:44:21 PM)