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Biotech / Medical : Integrated Health Services -- Ignore unavailable to you. Want to Upgrade?

To: SeanS who wrote (73)	3/9/1999 4:02:00 PM
From: jpbp	Respond to of 88

I look at today as very positive...listened to the conference call and today was the day of entry for me in this issue....I think going forward the worst is over... (1 Q 99') to be the worst and the getting sequentially better. Even still per conference call, they expect profitability in every Q this year and 100 million of operating cash flow for 99' after ALL expenses....this stock is CHEAP at 6 1/4..... Long for the LONG haul, jpbp

To: SeanS who wrote (73)	3/9/1999 6:44:00 PM
From: jpbp	Read Replies (1) \| Respond to of 88

746 I listened to about 90% of the call today. I am ready to see analyst upgrades from this beaten down stock. My wife has worked for IHS for 2 years and I have waited for the righ time to take a position. Now is the time for me. Some highlights of the Call. 99' IHS will see 100 million in positive cash flow (2 bucks a share) after all expenses. Rotech will only be sold for between 1.4 and 1.6 billion. If no buyer (and Elkins made it clear they are not being forced to sell it) then they will keep it and they expect it to grow by 20% a year. The sale would be used to decrease leverage and buy back stock. Will be profitable in every Q with first Q being the worst (performance wise) and getting better sequentially from then on. They are in negotiations with banks to refinace debt burden. Should know something in 'a few weeks'. They currently have 250 million revolving line of credit. For beginners anyway...it was a good call and I think this stock has been abused....it's worth way more than 6 in my book. Good luck to all. jpbp go ihs