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

To: Michael Burry who wrote (687)	12/30/1997 9:46:00 PM
From: mg1041@aol.com	Read Replies (1) \| Respond to of 2068

any ideas on the volume and the over a 1.00 increase today?

To: Michael Burry who wrote (687)	12/31/1997 6:55:00 AM
From: robt justine	Read Replies (1) \| Respond to of 2068

<<Your point is valid Premier, if the numbers are good. But if costs also increase 5-10%, it's a zero sum.>> Re-do your numbers. If your costs and revenues are increasing at the same rate it is NOT a zero sum game in hard dollars!

To: Michael Burry who wrote (687)	12/31/1997 9:10:00 AM
From: Worswick	Respond to of 2068

Re: The New York Times piece. The reference was just a throw-away line. It was just that a line... in the usual negative series of articles by the resident Times "expert" on OXHP. It was like "upon rounding up the usual suspects we come up with a Chinese dinner menu of chioices that the company has. One from column A, two from Columns B.

To: Michael Burry who wrote (687)	12/31/1997 9:49:00 AM
From: Premier	Respond to of 2068

An interesting article by an influential person: x3.dejanews.com@nmda.nmsu.edu%3e&server=db97p6&CONTEXT=883578239.824508642&hitnum=6 If Kleinke's vision is correct, Oxford will not exist in its current form in the next century. He argues the HMO is "in the way" and electronic commerce is eliminating the middlemen. IMHO, Oxford will have to 1) buy caregivers (a loosing proposition) or 2) be bought over by caregivers and operate as a service department of caregivers. In the second alternative it cannot operate as a profit center. An interesting observation. Premier