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

To: Tom Hua who wrote (957)	2/7/1998 9:45:00 PM
From: william liao	Read Replies (3) \| Respond to of 2068

come on, Tom, are you a history teacher. those news are very old. in equity investment an hour old news is history. oxhp is down from $89 to $13.50 because of those negative news. they had been deeply discounted. don't you agree with me? i know the problems are still there; that is why it is only 19.25. the key here is if the problems can be fixed. mp thinks so. i happened to think so too. that is why i have long position in the stock. i experinced bank crises, saving and loans, ibm, digital, you name it. so what. this is the part of investment life. no pain, no gain. william

To: Tom Hua who wrote (957)	2/8/1998 10:43:00 AM
From: Premier	Read Replies (1) \| Respond to of 2068

Tom: I tend to agree with william liao. Market looks for new information and promptly acts on the basis of perception (of that info.) by the herd. Doctor group is demanding 140MM, Oxford is saying they owe less than 45MM. 140MM translates into 1.75 per share. Stock did drop about that when this news hit the wires. When financing news hit the wires stock promptly sold off and came back nicely by the afternoon. IMHO, a private financier buying shares at higher price with stock options and management control will not be dilutive. If Oxford is hard pressed for money and Wiggins wants to keep his job it will appoint Crowley type as CEO. If Oxford is more worried about PR and Wiggins is willing to step down it will get someone like Payson. IMHO, Oxford is doing a great job at PR. As you said CNBC caught only the Oxford 13G. You will see ad revenues flowing to CNBC and New York Times in short order. IMHO, Oxford is monitoring these electronic discussion groups and letting its employees clear up misinformation on these threads. Please visit TMF and read MSM98's posts and Yahoo and read Oxford's internal memo on 1099 fiasco posted in response to one Actri's joke. Why is a company man absent from SI thread? Oxford's fundamentals will move the stock not the PR activity. But the PR effort does show that the Company is not preparing to fold! In the short term, news will drive the price. If 1099 type fiasco is perceived to be deep by the herd, stock will go down and if CEO type news is perceived to be good the stock will go up. Any new info entering the market will be so analyzed and will be reflected in the price. Finally, as william said let us not waste too much effort in the history. I am long Oxford. What is your position? Thanks and best regards. Premier