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

To: men mailman who wrote (319)	12/4/1997 10:54:00 PM
From: Jeff Mills	Read Replies (2) \| Respond to of 2068

I dont know alot about how HMOs are valued, but right now OXHP has a marketcap of about $1.670 Billion. In the past 12-months, revenues were $3.994 Billion. Currently the price-to-sales ratio on OXHP is 0.42. That's 42› in stock for every $1 in sales they are doing. At its high, OXHPs PSR was 1.76 and the stock was valued at about 7 Billion. If I recall, OXHP said that in 1998 they would see > $5 Billion in revenues. So here is a $5 Billion company valued at $1.67 in the market. There are some shortterm problems, but how low can this stock go? I found the FLA expansion article very bullish and promising and I dont think OXHP would be making those type of comments or expansion if the company was going under. I keep thinking OXHP may be another MEDA--a health-care software company that blew up last year, but upon inspection, MEDA was/is a very small company doing only about $600 MM/year in sales. OXHP is a big company--$4 billion per year is alot of revenue. With that kind of cash flow, it has to look cheap to somebody at $1.67 Billion right now (besides us). Unless the wheels are coming off in big ways and unless they cooked the books, I would be surprised to see OXHP trade below $20. But everything is possible.

To: men mailman who wrote (319)	12/4/1997 11:11:00 PM
From: johny	Read Replies (2) \| Respond to of 2068

Did anyone notice RSCC as a major buyer in the middle of the late panic today? This is very suspicious... I bet OXHP will recover big time tomorrow, actually I have some money where my mouth is...

To: men mailman who wrote (319)	12/5/1997 2:32:00 PM
From: men mailman	Read Replies (3) \| Respond to of 2068

post from aol: Gee I don't get what the big deal here is all about : >>When investors and analysts appeared for the 8 a.m. presentation at the BancAmerica Robertson Stephens conference, they found Oxford's nameplate removed from the doors of the Pierre Hotel's Grand Ballroom with no further explanation. BancAmerica Robertson Stephens analyst Thomas Hoddap said Thursday that Oxford chairman Stephen Wiggins and president William Sullivan cancelled their Robertson Stephens meeting late Wednesday, adding the executives had attended a company board meeting Wednesday and needed to attend a meeting Thursday in Washington.<<<< Did this cause the stock to drop yesterday or is it a recent Forbes article depicting old news. I don't get it. >>>>>>>>>>>>>>>>>>>> Can anyone clarify. I read the Washington meeting was on FRI. Hope the board meeting resultd in some good news for a change. Saw a post on this thread (can't find now) of someone who was shaken out today at 20. He sure knows when to sell. If he tells me when he buys I'll know to sell. The MM'S know how to make money by scaring and then buying. If anyone can verify that RSCC was on the buy yesterday and today please notify me I will proceed in requesting a CRIMINAL investigation. If you are a shareholder and your money is dear to you call the company TODAY and let Wiggins' offiice know your dissatisfaction. IT will work wonders if shareholders are unified.