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Biotech / Medical : AHTC Corp (AHTC)-formerly Advanced Health (ADVH) -- Ignore unavailable to you. Want to Upgrade?


To: LoLoLoLita who wrote (157)5/19/1998 7:14:00 PM
From: Zebra 365  Read Replies (2) | Respond to of 371
 
Hi David. Well, I am long this company. And I just made a bunch shorting PHYC the second major PPM, which is in the process of seeking it's true value. Lou Riley hit it on the head that the problem with MDM, PHYC, and FPAM is that they do not bring enough value into medical practices to support their fees.

I consider those PPM's to be the first iteration of the PPM, the consolidators.

ADVH seems to have the idea that they will have to bring value to the table. Working with the clinical side and IT is going to be the second iteration. That is where value can be added. Not that ADVH is all about IT. But they do seem to realize that just being a consolidator won't cut it anymore.

As for Mr. Win, he seems to have a bone to pick with Riley. I would never consider shorting a company with these financials. Even if the stock price gets dragged down by PHYC, and the multitude of FPAM suits I would consider it a greater bargain.

Zebra



To: LoLoLoLita who wrote (157)7/17/1998 1:07:00 AM
From: Van Nguyen  Respond to of 371
 
Just have a chance to look back at my mail folder. Still long on ADVH? Good luck for your IRA.