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Biotech / Medical : HRC HEALTHSOUTH -- Ignore unavailable to you. Want to Upgrade?

To: Marc Phelan who wrote (124)	7/21/2000 7:07:18 PM
From: charon_xxx	Respond to of 181

To compare HRC with RHB---basically in the same business---says a lot about the HRC business model. (Paste this link:http://finance.yahoo.com/q?s=rhb&d=1y&c=hrc) RHB is less into ownership and bricks. HRC is very centrally managed, in my view to its detriment---part of the reason for AR troubles. Management also must find a better way to run its ASC purchases, a number of which in retrospect were unwise. Given the pressures from managed care (an industry itself in a heap of trouble) the fortress hospital strategy, abandoning too-competitive markets appears a consideration for HRC. I agree with the upside potential and also the downside, although anything that goes down 50% costs the same whether from 6 to 3 or 60 to 30. HRC at its present 6 looks like a good speculation that management will get the message. Management bought stock between 5 and 6 and should be giving the company a concentrated effort.