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

To: Raptor who wrote (1163)	2/26/1998 10:51:00 PM
From: men mailman	Read Replies (1) \| Respond to of 2068

Obviously TPG & M PRICE disagree with you. Why would TPG risk $350 mil. to be recovered in bankruptcy. Your $4 for the option is faulty reasoning. You can ask the same question as to any preffered. I believe the reserves are adequate. BTW the states cannot afford to lose Oxford. You fail to include an additional 350 mil in debt and 400 mil from warrants as well as current reserves. If I were you I would cover the short position, buy some calls and after reading your posts I am confident that you will come up with 10 reasons why to go long.

To: Raptor who wrote (1163)	2/27/1998 7:52:00 AM
From: DRRISK	Read Replies (2) \| Respond to of 2068

Raptor, I think you are underestimating the need for NY state to bend over for the sake of salvaging this situation. NY state has a history of saving the deliquent in health care insurance just look at what they did for BCBS. This is an important piece in understanding this story because Oxford has led the way in opening up NY to managed care. They will be amply rewarded in the long haul for this and Pataki will see to that because a failure of Oxford would reflect poorly on him. For this reason holding this incredible Market share advantage in NYC is what will make Oxford a delicacy for a big national. Now you are focused on these liquidity problems but are missing the big picture. Payson is moving definitively to trim and then show a cleaned up company to the nationals for sale, "broom swept". We are sprusing up for the courtship even faster then I thought. Payson has something to prove on this one and IMHO he has learned his lessons. DrRisk