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

To: Raptor who wrote (1326)	3/22/1998 1:16:00 PM
From: DRRISK	Read Replies (1) \| Respond to of 2068

Rappy, The Return of Rappy out of the wood work to spread fear and loathing in one last desperate attempt to cover his short position. Good to have you back from where ever you were not. The Times carried an interesting if not rambling discussion of the Jackson Hole Legacy Think Tank that Clinton used to show how inane policy can be used to the benefit of corporate America whether it is generated by Democrat or Republican alike. The article is on the back page of the Week in Review. It also includes a picture of Payson pleading his case last week for rate increases of individual policy holders in NY. My read on the present HMO dilemma that we all see emerging is that traditional health care has ended and the battle for marketshare through low premiums to Corporations is over. The trend of corporations off loading premiums to employees is not over. The increases in premiums that mirror inflation more or less are over and the corporate entities will have to fork over greater premiums or watch the HMO Revolution be stopped dead in its tracks. The corporation has been the only benificiary of the HMO Disaster. Nonetheless it is the only game in town and it will tranform to meet the marketplace challange. The HMO onslaught has destroyed Traditional Health Care now it must fix it. Corporate America will Pay to fix it because the consolidation in the HMO industry will create pricing power where there was none. IMHO Oxford will lead this charge because they are in the one market place where bad governance will permit them to write their own ticket and it is an Election Year. Good Luck All. DrRisk

To: Raptor who wrote (1326)	3/22/1998 10:15:00 PM
From: Ray Cuello	Read Replies (2) \| Respond to of 2068

Raptor, fyi, the 'books' have been audited twice, during our former Chairman's tenure and after the problems were exposed. To seek the help of auditors to define/dimension the scope of their financial problems was one of the first things Wiggins did. This has been stated publicly several times, the latest being at Payson's conf. call after his appointment. Good luck with everything.

To: Raptor who wrote (1326)	3/23/1998 9:46:00 AM
From: Worswick	Read Replies (1) \| Respond to of 2068

Rappy's back! Interesting post from Yahoo that you might consider, also the html from Forbes. I hope you don't take your toys and leave the sandbox. Best, TPG has access to all the relevant information about OXHP, and I bet you have virtually NO information about OXHP. The TPG money is a real cash infusion; not like Michael Price's buying of shares in the open market. TPG is not speculating. They know the business. You, as a speculative short, are in a state of DENIAL that this stock is on its path to recovery. Watchout! The MMs are ready to squeeze the shorts. Have you watched the price moves from the TPG investment news (3/9/98; SEC Filing 3 on 3/6/98)? Shorts panicked on 3/9/98 as the price moved to 17 3/4 and the MMs immediately noticed the reason and the opportunity to make big bucks by squeezing shorts. MMs did not have sufficient inventory at lower prices and so began playing by artificially lowering prices to lure more shorts and have some weak longs sell off. Once they collect their inventory, they know how to squeeze shorts harder by driving the price further up. You are playing with your real money and will lose BIG. Better cover your shorts before it is too late. Here is the article you must read to see how the MMs squeeze shorts after building up sufficient inventory: forbes.com