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


To: George Elliott who wrote (1652)5/30/1998 10:27:00 AM
From: Premier  Read Replies (1) | Respond to of 2068
 
I think, based on measures taken by the management, Oxford will break even in the 12/98 quarter and optimistically may be sooner. This prospect should push the stock price upward. New York Times carried in article about trend towards capitation fees. Oxford has declared its intentions to pursue capitation with its providers. Capitation transfers the risk to providers from the insurer. This will help analysts to forecast earnings estimates with greater confidence.

Painne Webber has raised its earnings estimates on Oxford. 6/98 quarter -.51 to -.39, 9/98 quarter -.39 to -.27, etc. IMHO, Oxford will beat these estimates.

Oxford is a low risk investments at these prices. I hope Raptor is not shorting it now. He will probably be better off shorting the market than Oxford. JMO.

Premier



To: George Elliott who wrote (1652)5/31/1998 9:47:00 PM
From: DRRISK  Read Replies (1) | Respond to of 2068
 
George,
Medpartners just hired Mac Crawford as CEO and he is a brilliant guy who understands the nature of how to take a company out of a mess and redirect it. He did an incredible job at Magellan and has tremendous experience through his associations with Rainwater and now Schursy(spelling?). A real pro. Anyway I have more faith in MacCrawford then I do Payson as a CEO. Dr's are lousy businessmen in general or so the rap goes.

DrRisk