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

To: Tom Trader who wrote (15864)12/21/1997 1:43:00 PM
From: Nancy  Read Replies (2) | Respond to of 50167
 
TT,

I have forward to Judy and ask her to forward to you, some discussions on new high, new low indicators - it has turned the most bearish this week since march of 94.

Also the daily new lows have been above 40 pretty much since Nov.

If you read this week's Barron, there is a good discussion on HMO, why they will stay, and why they will not make money - thus not necessary good investment even they are washed out.

I believe niche like GHV will do far better than broad based HMO's.

Need to think thru the strategy but if we might be in a repeat of 1994 we need to rethink of taking LT position ...



To: Tom Trader who wrote (15864)12/21/1997 3:28:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 50167
 
Tom:

I used to work @ AET and at one point supported the health operations. I'm down on the sector as a whole right now, AET since Compton bailed in summer and OXHP since Wiggins bailed in summer are just examples. I'll write more later (I'll never get through all the posts) and there is plenty of time to buy into a HMO.

Tim


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