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Humana Inc. Message Board

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  • friend_of_the_deceased friend_of_the_deceased Jan 3, 2001 5:32 PM Flag

    HUM Paralysis

    You can't just look at this from HUM's
    point-of-view. If you were running UNH and your revenue was
    valued at 4 times one of your competitors (a short time
    ago at 6 times -- shows you how the market is
    starting to recognize that HUM is becoming more like its
    competitors) what would you do? It is one thing when that
    competitor is down-and-out and may not survive, quite
    another when they have turned it around and may even
    start to flourish.

    From UNH's viewpoint, it's
    just a cheap way to buy revenue -- from HUM's
    viewpoint, they are too small to compete especially in a
    less benign environment than the current one. It
    doesn't mean HUM is being positioned other than to
    succeed -- it just makes sense for both

    Watch for it coming to a theater near you.

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