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To: Sam Citron who wrote (585)	5/9/2002 5:46:40 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 13403

OT clinical lab biz: <<Their exploding stock ensures easy access to capital to buy the other 50% of the lab business that they do not yet control. And stock options provide a nice incentive for recruiting and maintaining top personnel. So it's a consolidation story where the big keep getting bigger and the smaller fish who manage to adapt get swallowed up>> Wait a minute. I've heard this story before. Isn't that exactly the story we used to hear and believe, on WCOM and JDSU and CSCO and ..........? I know how this story ends. JS@cautionarytales.com

To: Sam Citron who wrote (585)	5/9/2002 6:05:37 PM
From: Jacob Snyder	Respond to of 13403

OT clinical lab biz: 1. <<Gov regulation/legislation >> No way. Did you know, President Truman proposed reforms that would have given us a system much like Canada's? The AMA took him on, and guess who won? Truman had an easier time handling Stalin and Mao than the AMA. And that's been the story, all the way down to HMOs and Clinton. 2. HMOs are a fading fad. They have been a near-complete failure, at curbing costs. Corporations haven't been any more successful than the governmnent, at restraining health-care costs. 3. << this defensive sector to lose some of its luster >> that could happen. When CSCO and AMAT are, once again, must-own stocks, these defensive sectors should see relative weakness. 4.<<Excessive valuations?>> One of my favorite quotes, by Keynes: The market can remain irrational longer than you can remain solvent.