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Biotech / Medical : CMP -- Ignore unavailable to you. Want to Upgrade?

To: Emec who wrote (392)	4/16/1998 12:42:00 PM
From: Andrew H	Respond to of 1308

Have to agree that the story here looks very solid. Enjoyed listening to Chris Street on the CC yesterday. He inspires confidence. As for falling out of your chair if it doesn't reach 20 soon...well, I'm glad its only your chair. You should be able to survive such a fall pretty well...(:>)

To: Emec who wrote (392)	4/16/1998 2:00:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 1308

David, you are right... David, you are one of the best stock pickers I know, and everything you said is right. You and I jsut differ on trading styles. CMP was in my trading portfolio, it is obviously in your long term portfolio. Medicaid is the low end of the business, that is true. And yes, you can make money, but you need huge economies of scale to do it. A company with negative shareholder value paying usurious rates of preferred shares needs more high margin business. Street needs to improve the mix. Check out front page of Wall Street Journal. It talks about Medicare getting elderly into HMOs. Humana is heavily involve din this. DocStone