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To: Q. who wrote (12011)2/14/2001 1:22:22 AM
From: Mark Adams  Respond to of 78516
 
I'm not up to speed on the Healthcare arena. This was a source of my underperformance during certain periods last year. I recogonize this, but have yet to really take on a study of the players. Maybe OCA would be a good starting point for such an effort. Thanks for the suggestion.



To: Q. who wrote (12011)2/14/2001 1:23:25 AM
From: Paul Senior  Respond to of 78516
 
regarding orthodontics: "a nice recession-proof business". I'll question that. My dentist surprised me once by saying in a recession his practice declines as people put off general dentistry. Maybe my dentist just has the wrong patients, but they seem prosperous enough to me, so I was taken aback when he told me this.

Unless there's somebody around here who knows, I'd have to guess orthodontia would be mucho postponable and therefore, not recession-proof at all.