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Biotech / Medical : Oxford Health Plan (OXHP) -- Ignore unavailable to you. Want to Upgrade?

To: men mailman who wrote (206)	11/12/1997 7:55:00 PM
From: mg1041@aol.com	Respond to of 2068

SPOKE TO MY BROKER TODAY. HE SAYS THAT EVEN THOUGH MANY PEOPLE HAVE NOT GOTTEN BILLS FOR A WHILE THEY WILL STILL BE STAYING WITH THE COMPANY CONNTRARY TO WHAT MANY HAVE SAID,BECAUSE THE LARGE GROUPS WHICH IS WHAT EVERYONE IS CONCERNED ABOUT HAVE TOO MANY PRE-EXISTING CINDITION PEOPLE TO CHANGE SO THEY ARE FORCED TO STAY WITH THE COMPANY AND WILL BE PAYING THEIR BALANCE.THATS KIND OF REASSURING. HE SPEAKS TO THE COMPANY EVERY DAY AND SAYS THAT THEY ARE VERY STRONG IN THEIR POSITION.I HAVE NO WORRIES DESPITE TODAY'S LOW. MIKE,OUT

To: men mailman who wrote (206)	11/22/1997 5:18:00 PM
From: mike zeltser	Read Replies (1) \| Respond to of 2068

Let me repeat my post about OXHP's balance sheet. If you are at all familiar with insurance company accounting or rudimentary financial statement analysis, you might want to see your investment thesis in a different light. To: Roader (159 ) From: mike zeltser Wednesday, Nov 5 1997 7:48PM EST Reply #167 of 247 That $650 mil. in cash is not "free" cash in that there are substantial medical payables on the liability side of the balance sheet. The co. would need to use that cash to pay future claims. Thus, you can't consider that cash total as free for discretionary spending purposes.