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

To: Michael Burry who wrote (709)	1/4/1998 7:47:00 AM
From: robt justine	Read Replies (1) \| Respond to of 2068

Mike: Your age is starting to show. And I hope, with some restraint, that I will show mine:-) My "good luck crap" as you put it, was said in the spirit of keeping the repartee civil. As I mentioned, I know that it is painful to take a stock hit when you think you've got it knocked. I've been there....many times! But lashing out in the wake of the loss shows unprofessionalism. I'm sorry but I did not certainly accuse you of "lying". The point was trivial anyway and we've certainly spent enough time on it. If you'll remember that in my pre-$164M reserve announcement posts to you I was encouraging you to look at the situation from the viewpoint of a regulator; that this situation was too fluid to look at it as a Ken Fisher "super stock"; that one should follow the advice of his Dad, Phil Fisher, and investigate as much as one could from sources OUTSIDE the company. The situation in NYS at the time was active and politically, not about to die. (PS: I still think that you should look at this thing from the viewpoint of a regulator, which is what you are missing in your "analysis". Then you might be a bit more bullish). You said on 11/30: <<Now the shares are a good bargain, and I'd buy more if they weren't already 15% of my portfolio.>> And then again on 12/8/97 in response to my post that I thought a portfolio was overweighted at that level for the risks involved. <<During that time you never know when it will recover. I'm not overweighted (10% --> 15%) yet but I will be if it hits $20 again.>> Well, it did hit 20 before the announcement and your recent post to me states: <<Sorry, was never overweighted here - maxed at 10%.>> I won't use the word "slippery" but don't you believe that the above discrepancy is odd for someone who is such a stickler for detail? --Not the "Great One" (just a good observer)