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Biotech / Medical : HBOC...Buy in here? -- Ignore unavailable to you. Want to Upgrade?

To: Mun who wrote (227)	8/11/1998 8:34:00 PM
From: John Carragher	Respond to of 341

sept worth mag....stock to avoid Short seller Garic Moran who runs Atlanta-based Hawkeye Partners hboc fair value $15. Order flow for its health-care software has slowed,and concerns over the year 2000 could disrupt sales further. At least one poster has support from this short seller... I for one think he's wrong and put some money on it.... see ya John

To: Mun who wrote (227)	8/12/1998 1:19:00 AM
From: Rarebird	Read Replies (1) \| Respond to of 341

Good Post. Yes, the Inmet acquisition was a good one. But the CEO of HBOC should have explained the rationale behind the proposed merger with Mckesson before letting the Market determine his hand. Manipulating expectations is crucial. The Market drew its own conclusions and who was there to reassure it or ally its fears of slower growth. On the other hand, the market wanted to interpret this failed merger in a bearish manner. It was a good excuse to sell. Still, a tactical PR error: lack of clarification causes uncertainty. Uncertainty is devastating for shareholders.