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

To: Worswick who wrote (1007)	2/10/1998 10:47:00 AM
From: william liao	Respond to of 2068

it looks like nobody has mentioned that smith barney will have health conference starting today till this friday. that may have some impact on hmo stocks in general and oxhp particular. (place is ny city) good investing, william

To: Worswick who wrote (1007)	2/10/1998 7:09:00 PM
From: Premier	Read Replies (1) \| Respond to of 2068

Only news I could dig up about KKR was that his fund was investing 200MM in Primedia common stock. Can you give additional info on KKR/OXHP deal? Thanks and best regards. Premier

To: Worswick who wrote (1007)	2/11/1998 5:06:00 AM
From: Thomas Haegin	Respond to of 2068

Worswick, sometimes it feels so good to pat one's own shoulder <g>. If you had some additional stuff on the KKR news would be great. The last chance to average down a little on the stock may very well be the upcoming EPS announcement. But MP and KKR have discounted them already for sure, so I guess one must buy then or this train is gone, if it's not gone already. On the S&P report, it seems they have at last corrected their earlier "fair value" assessment of $56 to $35, which I think is much more realistic anyway. I'm pretty happy now, Thomas