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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: get shorty who wrote (9172)	2/14/2002 8:08:10 AM
From: mimur	Respond to of 19428

herr kimble r.i.p. would have made a fine nazi

To: get shorty who wrote (9172)	2/14/2002 3:22:06 PM
From: Sir Auric Goldfinger	Respond to of 19428

"PHSY: Well, they tried to set things right, but we still SELL ________________________________________________________________ Sheryl R. Skolnick, Ph.D. Fulcrum Group ___________________________________________________________________ (PHSY, $16.30, NASDAQ, SELL) > Quick comments from the conference call that just ended. > > 1. Management doesn't know where the discrepancy between the cash flow statement and the balance sheet came from. They'll get back to me. I think that says it all. > > 2. Management says request for documents in TX not material and says on the conference call, "NO" to the question will there be any new disclosures in the 10-k that aren't being made in this press release. (Of course, now that we asked the question, they'll make sure not to disclose anything that they didn't say today). > > 3. Says will spend $80 million on new product development in 2002, partially offset by $60 mm in savings from labor cuts, claims payment site consolidations. > > 4. Still needs help from Federal Medicare to make that business profitable. > > 5. Did better than they thought in PPO enrollment. That's what we were afraid of. Now have 50,000 members in "indemnity" product. Claim that it will be profitable this year. One whole year of claims experience behind them makes them think that they can underwrite this and the mental health insurance business correctly. We'll see. > > 6. They always sound so convincing on the call that everything will be just fine. Sell into strength. We stand on our analysis."