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

To: muscle_coach who wrote (752)	5/26/2000 9:38:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 861

coach, just some industry rags. i probably should have said "chance" instead of "good chance". there are also rumors of a white knight coming in for MMGR, which might be the only way the deal fall apart... mainly b/c i think it's financially difficult for either to back out of the deal at this point.

To: muscle_coach who wrote (752)	5/26/2000 5:53:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 861

Its just conjecture, musclecoach, but reasonable conjecture based on the recent NEOF news. The thought seems to be: If NEOF and companyX put off their merger, HLTH and MMGR/CARI will put off theirs." N = 1 evidence is weak, but I can still see the merits. I just don't think it will happen. Reasons? HLTH is in a strong industry position, while NEOF is weak. HLTH is cancelling NEOF's contract in the near future. NEOF is in a world of hurt and probably couldn't afford the integration costs. HLTH has tons of cash and can afford the integration pains. DocStone