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

To: sunfish who wrote (1261)	3/7/1998 11:03:00 AM
From: Premier	Read Replies (1) \| Respond to of 2068

How reliable is the source? Broker will not know such a sensitive information and those who know will not put it on their letter head.It does not appear to make sense for KKR/TPG. TPG is already in driver's seat with 350MM or 700MM commitment. Such a deal will require shareholder approval. Oxford is owned by institutional shareholders. These shareholders will not allow KKR/TPG to take over dirt cheap and KKR/TPG will not overpay. IMHO, if at all KKR may be coming back with a financing package. Premier

To: sunfish who wrote (1261)	3/7/1998 1:41:00 PM
From: Raptor	Read Replies (4) \| Respond to of 2068

Sunfish, before we totally reject you as a hypster and a fool, perhaps you might take a few more keystrokes to elaborate on your hazy missive. Broker? Stock broker?? Pork-belly broker? This sort of post is irresponsible and not helpful at all to those trying to analyze the situation. Is this an agreement which is totally different and separate than the proposed TP financing, or is your broker a Rip Van Winkle who is reading from last month's rumor mill?? Premier, I must complement you on your recent points of view. You are very nicely shooting down stupid comments about Price's investment having anything to do with the solvency of Oxford, and the continued blather from the doctor about which market maker is doing what to whom. You seem to be showing a real trend toward objectivity. To restate for the umpteenth time about the Price investment. 1) Price's group has $30 billion under management. Therefore, they are going to make a lot of investments. Some will work, some won't. When you look at the OXHP investment as a percentage of their total assets, it is meaningless by itself. Just one of many HMOs they have. 2) More importantly, Michael Price is saying in every interview he gives these days that he is LESS INVOLVED than he used to be, that he is handing off more responsibility to his minions. SPECIFICALLY, he has stated that the Oxford investment belongs to Ray Garea, one of his boys, and IF YOU WANT TO ASK ABOUT IT, ASK RAY. (Barrons interview last month). 3) Did his investment in Cityscape Financial prevent that stock from collapsing?? So please, can we stop talking about Michael Price as it relates to Oxford? IT DOESN'T HOLD WATER. Finally, Doctor, would you please explain to us why any market makers' short term trading positions have anything to do with an investment, or even a trading decision, except the decision being made by the client actually buying or selling the stock? And particularly your view that "MLCO is significant" in this case. Such a focus on market makers tends to reduce your credibility, as it implies you're not sure what you're talking about, and therefore are pulling out any argument you can to be bullish. Since you were kind enough to boast about the size of your position, I can understand that the strain of your financial exposure here may influence your comments, but please, try to refrain from meaningless huckstering. Are you on margin here? Gosh I hope not. That could really be unpleasant, but it would help explain some of your comments. Good luck and have a nice weekend. Raptor, back in form and feeling good.