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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (47147)	5/31/1999 3:55:00 PM
From: nokomis	Respond to of 90042

BIDS: news: Message 9871131

To: Tim Luke who wrote (47147)	5/31/1999 6:00:00 PM
From: macker	Read Replies (2) \| Respond to of 90042

who/what do you recommend for a good level 2 source? tia

To: Tim Luke who wrote (47147)	5/31/1999 6:06:00 PM
From: macker	Read Replies (2) \| Respond to of 90042

also, since you are good with takeover targets; with the medicare changes and the vast changes in reimbursement, i think that stocks like nova care, healthsouth, beverly health systems, are long overdue for some consolidation, especially with nova care selling off its most profitable variable, prosthetics and devices line, to langer. the pendulum is still in the bottome swing, but its will hit bottom soon, and like every other group, it will over shoot bottom and make some nice corrections, probably not till winter or spring, but the lows are very near. imho, i think you will see some consolidations among these groups and one giant winner will emerge, it has too, health care is too vital and when it gets to the point where nobody is willing to perform services because it doesnt pay, there will be quick and healthy/wealthy changes. you have any thoughts on this? macker