Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: jimsioi who wrote (20730)	10/28/2002 11:51:30 AM
From: Jim Willie CB	of 36161

sorry for confusion on JPM: $170B in total nonperf loans I might have misstated this definition the implication to earnings I did say was $50B from required assignment of real money to nonperforming reserves that would be about 30% loan loss reserve the total seemed high to me also esp since the Brazil exposure by JPM is $4-5B I thought I read Enron exposure by JPM was $5B and WorldCom exposure by JPM was similar I intend to followup with my friend Joe I will press him on the amounts, citing Brazil, Enron, WCom even if the story is 30-50% off, this very damaging and enough to bring down the House of Morgan / jim

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