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

To: George Elliott who wrote (1671)	6/16/1998 6:44:00 PM
From: Premier	Read Replies (1) \| Respond to of 2068

On 5/29/98 Bear Stearns reduced growth rates from 17% to 15% and increased estimates from -2.71 to -1.21 for the year 12/98. I think Oxford is on track to recovery and cutting down on loosing lines. Premier

To: George Elliott who wrote (1671)	6/17/1998 1:37:00 PM
From: tom furr	Read Replies (1) \| Respond to of 2068

George: I have looked at the report which is neutral for OXHP and some of the other HMO's, however, they rate OXHP high for their broad product range which they point out as a very important part of a recovery. As you would expect OXHP gets bad ratings for cost controls and ROA. They state with the new management team OXHP's turning around but their difficulties are far from over. Another report from BA's Robertson Stephens sounds more up beat for OXHP over the next 18-36 months. They sound some of the same alarms but say the price should range between $17 - $22 until they can start showing profits and cash flow. In my opinion this looks to have some potential for good growth which is why I am in the accumulation mode with the hope for long term profits. Tom