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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (7348)	5/28/1999 8:56:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 78625

Obviously agree. Note that based on what you said, states are advised to watch out for deteriorating patient care -- not deteriorating company health. Politicians will not look to themselves for causing patient care problems and have little interest in the relationship between making money and debt service and patient care. Don't count on them for logical solutions. However, I don't totally rule out participation in this poor business. If lots of weaker ones go bankrupt and provider employees start losing their jobs and patient care deteriorates, you will have much more horrible sentiment surrounding all the stocks and maybe some increase in reimbursement levels. That leaves me with one question -- is there a GM of this industry that will clearly be left standing that we should start watching? Anyone know?