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

To: robt justine who wrote (703)	1/2/1998 12:23:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 2068

It is not necessary for me to suggest anything. It is there in black and white. "if costs also increase 5-10%" was never meant to be equal - it was a general illustration backed up by the context - my point was simply that moves up in costs offset premiums to a zero sum or even possibly worse as the MLR seems to be on the rise. If I wanted to say the moves were equal, I would've said "if costs move up by the same 5-6%" to mirror the 5-6% rise in premiums I postulated at the beginning of the post. You've missed the mountain for the molehill. I think that this statement appears somewhat comical in nature seeing as how bullish you were on this company not much more than a month ago. What is your problem? You seem to be extremely perturbed by the fact that I went from bullish to neutral (not bearish as you repeatedly suggest) on a dime - you've brought it up repeatedly now. Get over it - all my posts (except for my responses to you) have been framed to encourage discussion of substantive issues. As long as I'm not flaming or hyping what's the big deal with my change of colors - any good funamental investor will be flexible? Mike