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

To: DRRISK who wrote (1169)	2/27/1998 8:12:00 AM
From: Tony van Werkhooven	Read Replies (1) \| Respond to of 2068

DRRISK- I would generally agree with your post (although I don't see it quite as politicized as you suggest). One caveat however and that is the 1stQ results. Currently 1st Call has 11cent loss. As I noted in a prior post, I suspect that commercial business is underrated. The company claimed that this business was adequately rated (conference call). To the extent that the 11 cent loss estimate supports the price, there may develop another buying opportunity. Take my comment as a possible short term issue. We are on a similar wave length for the long term.

To: DRRISK who wrote (1169)	2/27/1998 9:41:00 AM
From: Worswick	Read Replies (1) \| Respond to of 2068

I absolutely agree with you Dr. Risk - as a New York resident- I absolutely agreewith what you say about the state's position on OXHP. "Raptor,I think you are underestimating the need for NY state to bend over for the sake of salvaging this situation." Bascially, TPC has to have an exit strategy. They must going in have an exit strategy and the numbers to back it up; Price/Franklin et. all Donaldson, Lufkin wouldn't blindly have gone into this ifthis company was "beyond salvage". You may be right in everything you say about this company but what you don't know is... what the "Chainswaw Al" type of leader can do to turn around a sinking ship in this sector. Basically, you see this company as existing in a free market. Wrong kido. You got the whole macro wrong. This whole sector exists in a world of what I'd term "state managed competition"... or, it will soon enough simply because the state doesn't want to and can't pay for health care.