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

To: Sir Auric Goldfinger who wrote (9198)	3/21/2002 10:19:52 PM
From: gringodoc	Respond to of 19428

re: phsy jp morgan seems to agree with your affiliate in San Francisco This one has more red flags than a shark infested beach. Didn't budge on this report today by day's end... from briefing: 07:33 ET PacifiCare Hlth: cautious comments from JP Morgan (PHSY) 17.74: JP Morgan says that a careful reading of PHSY's 10K confirms their belief that the co is at risk of falling short of Street expectations as it continues to face risks on multiple fronts; some of the red flags include: medical claims expense and days in medical claims payable may rise beyond expected levels as the co continues to shift away from capitation; co may experience adverse selection in its Medicare+Choice plans as a response to its having raised premiums and lowered benefits; and firm believes SG&A expenses are likely to run above plan during 2002.