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Biotech / Medical : McKesson HBOC (MCK) -- Ignore unavailable to you. Want to Upgrade?

To: Rob Pierce who wrote (60)	4/29/1999 5:16:00 PM
From: Jeff Lins	Respond to of 165

Bob, are you following me around? As I recall, the merger of McKesson and HBOC was of equals. MCK had much larger revenues, but lower margins. HBOC was to bring its share of the profits to the table. Cut off half the market cap- eliminating HBOC merger- and the price seems fair. I have been buying more at these levels. The comparison to Cendant is a little unfair, I think. It may in fact turn out to be fraudulent, but nowhere near as clear, or to the degree, of the Cendant merger. The details are really needed before reasonable guesstimates of stock valuation can be made. That said, the money I have recently put into MCK will likely be dead money, but hey, I still love the business. Rob: I think that somebody should have filed a class action against Ceridian for their regular product :)