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

To: Judy who wrote (16215)	1/10/1998 10:47:00 AM
From: Logain Ablar	Respond to of 50167

Judy: Thanks on comments on RMBS & CTXS. Regarding AET the past two weeks its strengthened with the sector due to interest rates (its bond portfolio like other life insurers). On health side I think we'll see some more charges this quarter and am not sure how street will react (i.e. it can go up if charges are now behind company or go down if this is another and street feels there will be more). AET has set up a new bonus policy where employees can take there year end bonus in options to be set at a strike price @ end of February (makes me think officers will have an incentive to lower price till February). Of course existing holders want a higher price (and I'm not sure of normal option grant date). I think AET has at least one more bad quarter (although maybe not as bad with revised street estimates) and international exposure was not in last quarters charge. But as I say that my wife works for a CT local HMO and like AET and OXHP pricing, claims and negotiations with providers are impacting its earnings. Follow your technical reads. From my observations they're better than my fundamental reads. Saw Abbey Cohen on Wall Street Week last night and if investors watched her the market will be up on Monday. Will post more later this weekend have to do some work. Tim