Mat, I kind of feel the same way. I did say in yahoo board that I agree with your assessment. that we think based on the information available it seems that MDF is being reactive and Q2 will be breakeven at best if not losing money. so I'm positively surprised. I did mention that I still have small hope that they will still post 2-3 cents and that the move is proactive. I'm glad that my small hope turns out to be reality.
And yes, MDF is no Yankees. MDF doesn't have all the luxury (money and star players) that the Yankees has (and for Yankees not to win is a big dissapointment for them, the money that they spend, and the yankees fans)
MDF cash balance isn't too bad though. though soon if they continue to grow their HMO, all the cash will be restricted for HMO pupose.
I'm still hopeful that MDF will grow to become a big/bigger company. Maybe they are not going to be as big as HUM which iw 100 times larger than MDF (but then again HUM several years ago was 1/10 smaller (in terms of market cap) than today. Maybe MDF can be as big as Healthspring (HS) in the next 7-10 years which has market cap 10 times of MDF.
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