Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony van Werkhooven who wrote (1276)	3/10/1998 10:51:00 AM
From: Premier	Read Replies (1) \| Respond to of 2068

Tony We are both thinking of same block of business. Oxford is not likely to get requested rate increase of upto 69% on individual policies. IMHO, NYS may approve 30% rate increase and perhaps Pataki will throw in half of total subsidy (100MM or 87MM) to Oxford. The medicare and medicaid was simply a discussion in the article. Its unrelated to NYS rate request at hand. Premier

To: Tony van Werkhooven who wrote (1276)	3/12/1998 9:11:00 AM
From: Premier	Read Replies (1) \| Respond to of 2068

The full page ad in Times is titled "The Oxford Freedom Plan. Beware of imitation". It claims to be largest POS plan in NY metropoliton area serving nearly 1.5mm members. It deferentiates Oxford's plan from those of its competitors. The ad gives glimpse to Oaxford's focus going forward. Oxford's survival is dependent on viability of its freedom plan. The ad claims highest consumer satisfaction (in categories printed in the ad) based on surveys conducted by independent agencies. Can Oxford make these plans profitable without compromising the quality of its offering? How much business will Oxford loose to competitors? We will probably not know the answers to these questions until first quarter results are announced and new management gives guidance for the future. As DrRisk speculated, in the event of total disaster the state will bail Oxford out. The unavailability of reliable information causes the stock to be inefficiently priced. IMHO, question of Oxford's survival should not arise. The real question is, where is the bottom? Since pundits also do not know I have decided to buy on dips for a long term hold. Premier