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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Bill/WA who wrote (117904)8/22/2001 11:24:55 AM
From: Mark Adams   of 436258
 
Bill- I don't know if this info suggests MBIA as a play. I do think some of those companies noted as potential negative implications going forward might be weaker than their peers, and should provide some downside if their situation gets worse. That said, I don't short currently, so I use the list more as an avoid list or caution for the long side.

Note the follow up article from oversees, which put a positive spin on things.
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