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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (13744)	11/8/1997 1:31:00 AM
From: Patrick Slevin	Respond to of 50167

Ferget about it.... .....I have been distracted by other issues and perhaps took it the wrong way.

To: Judy who wrote (13744)	11/8/1997 12:37:00 PM
From: Logain Ablar	Respond to of 50167

Judy: The health sector. On AHP I think we need another quarter to see if they've been able to initiate new pricing etc. I've obtained some information but don't have the time to write now. Pluses and minus's on the company. I'll write some detail later (probably after thanksgiving) for you to sift through. From a sector perspective new pricing rolls out now for January renewals so next year Aetna should be in better shape on the revenue front. Still issues on culture in intergration of two operations and I've heard the US Healthcare side is not appreciated by doctors used to the old Aetna. On OXHP. Not sure of an entry point but the company will need at least 2 quarters before they've "bottomed" out their system problems. At this time not sure how long after that b/4 we see the pricing firm up. So I think its too early to buy back in on this one. From what I heard of their conference call to brokers (not stock but insurance) it was not very favorable (I heard this second hand from someone working at a competitor, a reliable but biased source.) UHC - a little over a year ago they had problems with the intergration of Metra Health and they are now in good shape. They bit the bullett by implementing new systems, etc and its now paying off (I'd say Oxford should hire some of their IT people). I'd say UHC is winning the race at the momment. Doesn't mean Aetna or CIGNA won't come back. Also, whoever by's PRU's health business will have a heck of a mess to straighten out. Tim