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


To: Tony van Werkhooven who wrote (1187)3/1/1998 8:41:00 PM
From: DRRISK  Read Replies (1) | Respond to of 2068
 
Tony,
I have been away but to me the AETNA planned purchase of the NYL health care business and their pursuit of this business is the piece that should overrule all negative features to this stock. Aetna considered a purchase of Oxford but was leery due to unclear computer risks. The consolidation proceeds and Payson only needs to clean up defintively and the value of the franchise will have nothing to do with present earnings. The street wants a hit that stops all this hemorraging and then we go higher. My only concern is that this latest insult is not the last. I have bet that it is. And that all negative news is already factored in to the price. This Aetna acquisition is only the begining in this Regional market IMHO.
DrRisk