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

To: Raptor who wrote (1238)	3/4/1998 6:38:00 PM
From: men mailman	Respond to of 2068

You say I am off the wall. You are off the wall. You sound bullish today. 15-20 to the upside did you buy calls? or both calls and puts

To: Raptor who wrote (1238)	3/4/1998 8:46:00 PM
From: SeanS	Read Replies (1) \| Respond to of 2068

Hi Raptor, thanks for the advice. I hate to sound ignorant, but it sounds as if you are expecting quite a rally in the short term, which means that I should definately avoid shorting this stock at this time. Did I understand you correctly? I made a little money with a long position on this stock 3 weeks ago. If you really think that there is short term upside potential of 15-20, I think that I'll reinstate my long position and forget about trying to short. Thanks again for the advice. Sean

To: Raptor who wrote (1238)	3/4/1998 11:27:00 PM
From: DRRISK	Read Replies (1) \| Respond to of 2068

Raptor, I for one feel that this was an excellent day. The biggest suprise of the day is that we have successfully converted Raptor into a shortterm bull. I agree we get a rally to 20 Raptor but feel you miss the very issue that Tony points out that the bad news has all been factored in and that the likelihood of a successful outcome to the reorg is very great because of the body politic in NY. I am a physician in NY and as abhorable as the behavior of Oxford has been the state has a longterm history of rewarding the bad apple insurance company in order to maintain harmony and consumer peace. If you knew the perks that BCBS of NY got for ruunning the worst programs in the country you would realize that Oxford will get much greater rewards for running the best programs in the country, ie: huge rate increases. The sole offense that Oxford committed was to grow too rapidly and fund its growth by not paying Dr's and hospitals and everyone hates Dr.s and believes them to be too rich and can afford to wait. So now that the company has market share it gets big rate increases and now can trim the loser programs or price themselves out of the businesses like the individual premium sector that attracts only the ill. So you are missing the lonterm dynamics that have changed. Oxford can change the way they do business and no one will fault them. This stock goes up after your relief rally and keeps going up with every piece of good news. Then it gets bought and that is where we end up longterm. DrRisk