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To: Mark Fowler who wrote (3135)	11/16/2000 3:28:57 PM
From: fedhead	Read Replies (2) \| Respond to of 57684

Do you thionk QCOM is going iup on short covering ? Its clear sailing till 100. As long as CSCO doesn't break decisively below 50 I am bullish on this market based on the decline in new lows on each retest. I wish the banks could confirm my bullishness.

To: Mark Fowler who wrote (3135)	11/16/2000 6:09:27 PM
From: Libbyt	Read Replies (1) \| Respond to of 57684

Hmo's i have looked at i wouldn't touch them here. I agree with you about HMO stocks. I don't like any of the HMO stocks...even though these stocks seem to be "in favor" with the analysts lately, and many feel these are a "safe" place to invest at this time. IMO many of the HMOs will soon discover that they've worked so hard to "cut costs" for their HMOs that many of the physicians who currently have contracts with these HMOs no longer can afford to be part of their plans. In our area there are quite a few physicians who are dropping their HMO contracts, since in the last 6 months many of the HMOs have dramatically reduced their payments to the physicians. Several groups are considering not only dropping their HMO contracts, but also dropping their hospital privileges. IMO the health care industry has never been as close to a crisis as it is now...record numbers of physicians are leaving their practices due to the "hassles" of HMOs, PPOs, increasing high overhead costs, demanding hours, malpractice insurance costs, and dramatically reduced income. Probably the physicians who work the longest hours, and who have for years been the lowest paid physicians.....the primary care physicians (Internists/Pediatricians/Family Practice) are the ones who have been most effected.