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

To: bob zagorin who wrote (678)	5/16/2000 9:32:00 PM
From: M. Frank Greiffenstein	Respond to of 861

Just talking heads, bob. Of course the CEO of a competing health firm is going to say that the alliances are just "clubs". He is talking brave but he is full of shit. The DOJ is going to take a close look at these "alliances" over the summer. They already announced workshops to discuss the pending alliance between car manufacturers. That will be a model for looking at other large groups of businesses banding together to common purchasing power. Of course, the official company line is that there will be no discussion of pricing and other informaiton with monopolistic overtones. They will form a new entity staffed by independent management. Funny, but nothing has been announced about CEO, funding, etc. I say the DOJ doesn't buy this line. The DOJ is triumphant in the MSFT case, they will be happy to enter a new target rich environment. I say PCLN has noting to fear from the airlines and HLTH nothing to fear from the Blues. DocStone

To: bob zagorin who wrote (678)	5/17/2000 2:25:00 AM
From: muscle_coach	Read Replies (1) \| Respond to of 861

hi bob, one of the many problems facing the big insur co's is zero credibility. another, pointed out in the next post is the doj. continuing on this theme: can they and will they trust each other; are they motivated to make the system for efficient since for many their underwriting losses have only been "covered up" by their investment income, somewhat based on an "inefficient system"; and perhaps their greatest challenge, virtually all of my md contacts, a fairly sizeable group, would rather slit their wrists than enter into any new relationships, transactions processing or even sit down to a cup of coffee with the insurers. though i am very long hlth, i realize hlth has a number of major challenges and hurdles ahead. but (imo) none of these will be will be (seriously) posed by the insur cos and medunite in particular. take care. coach