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To: Thean who wrote (8006)	1/14/1998 11:13:00 AM
From: Big Dog	Read Replies (2) \| Respond to of 95453

Just talked to my good pal who is prez of a large Norwegian shipping and offshore company. He is going to to the Far East on Sunday and will then come to the beautiful Texas Hill Country to stay with me for a few days enroute back to Norway. I will shread his brain for info for the brethren. I think he wants to talk to me about a job too...dig that...two jobs in one week. I want to post this again and urge you guys to read it carefully. This business is just getting started. Rowan Cos Inc said Wednesday in a press release about its fourth quarter results that its 1998 results could attain record levels and improve by more than 50 percent over 1997 results. NOW THAT IS GROWTH...and Palmer don't say it if it aint so!

To: Thean who wrote (8006)	1/14/1998 11:32:00 AM
From: Lucretius	Respond to of 95453

<OT> GHV- 1. low valuation 17x '97 earnings, 15x '98 earnings, 12x '99 earnings. 25% est. 5 yr growth rate. So, even if we only move to the mkt multiple of 20x, you make money. 2. L-T healthcare industry. No asian exposure. Money should seek these type of "safer" investments in the coming months. 3. Got wacked from 40 because a competitor, VC repoted problems w/ one of its business segment which makes up 90% of its total business. Whereas this segment only makes up 10% of GHV's business. Looks like overeaction. Co. has said that it is very comfortable w/ current estimates. 4. Chairman has bought around 80,000 shares over the last two months at prices ranging from 24 to 26. Just reported yesterday that he bought another 25000 at 24+ 5. Goldman, Merrill, DLJ, others still love the stock. 6. chart shows basing pattern w/ ensuing breakout to upside. Hope that helps. -Lucretius