I don't think anyone would have believed that we would see erosion in Aetna's health care plans, but that's what happened. |
I'm very concerned about it, because their health risk business is clearly deteriorating, and its really not showing any signs of improvement. |
They'll be right in my back yard. If we don't get (the development) stopped, are we going to live in an industrial park? |
We had expected enrollment to grow. |
What it suggests is that they experienced more revenue erosion than they had counted on for January. It's encouraging for the long-term. They have a much higher cost base than they should given the size of their company so they need to right-size it. It's hard to lay off that many people, but they need to do it. I give them credit. |
What the market is saying is these are companies that are in a distressed state and ... may end up in Chapter 11. The market may or may not prove to be right. |