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

To: LoLoLoLita who wrote (279)	11/30/1997 12:30:00 PM
From: Michael Burry	Respond to of 2068

I am skeptical of a takeover, as I detailed earlier. exchange2000.com But I agree, "even if they're not taken over, they should do well over the long-term." As more and more people come to this view, the shares will respond. Now the shares are a good bargain, and I'd buy more if they weren't already 15% of my portfolio. Good Investing, Mike

To: LoLoLoLita who wrote (279)	12/2/1997 7:22:00 AM
From: Thomas Haegin	Respond to of 2068

Re: S&P The Outlook 11/26 Sounds good! Thomas

To: LoLoLoLita who wrote (279)	12/5/1997 6:55:00 AM
From: Steven Zimmer	Read Replies (2) \| Respond to of 2068

Dear David The fund I run owns OXHP, most of which was bought after the 63% drop. I do not know about any takeover story (although this is always a possibility!) but I believe that Stephen Wiggins and his crew will figure out a way out of this morass. The real reason why I bought the stock is that the underlying growth characteristics of the New York market are such that OXHP is hard to get around. The franchise is there but I doubt that anyone will step up to the plate until the dust has settled and the liabilities (lawsuits and investigations) attain a greater degree of visibility. In the meantime, the stock is likely to languish unless it regains new speculative strength post tax selling perios Greetings Steven