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Non-Tech : Conseco Insurance (CNO) -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (2136)	8/1/2000 5:00:54 PM
From: Kevin Podsiadlik	Respond to of 4155

Editorial reply: So now are we going to count the bounces off of 7 7/8, just like we counted the bounces off of 8 3/8? Remember how CNC would touch 8 3/8 and immediately get bounced higher with a sudden buying surge? Remember how you gleefully pointed out how many times that 8 3/8 support "level" held? Remember what all that meant in the end? Bugger all.

To: Tunica Albuginea who wrote (2136)	8/1/2000 5:39:40 PM
From: donjuan_demarco	Respond to of 4155

Brother Tunica: "Even JJC (longtime cnc bear) has changed his opinion due to recent events." It seems to me that the quoted material is an outright, blatent lie on your part. If you can prove differently, I will, of course, apologize.

To: Tunica Albuginea who wrote (2136)	8/2/2000 8:24:53 AM
From: Jack Hartmann	Respond to of 4155

Cramer on CNC and Jacobs Who You Gonna Call? Shortbusters! By James J. Cramer 8/1/00 6:09 PM ET The Web can't be beaten for monitoring all sorts of things that formerly couldn't be monitored. For example: stories that get posted on the Web. My "Getting the Shorts" piece about Irwin Jacobs' attempt to force the Conseco (CNC:NYSE - news - boards) shorts to cover -- so far it's not working -- got posted on Yahoo!'s (YHOO:Nasdaq) boards eight times in one day. In all different spots. By all different people. This is many more times than my pieces usually get reposted. That tells me that getting the shorts -- that is, bashing them, making them pay -- is a major preoccupation of a whole bunch of traders and investors out there. Which means I have to spend more time talking about the process and more time talking about how to short, how to cover and how to make bets against shorts. (Curiously, I anticipated some of this ahead of my Real Money conference next Monday, because the combat I intend to have Bill Fleckenstein revolves around betting against gang shorts. You should be there if you reposted this piece or read it on Yahoo!, believe me.) But before I dig deeper into the topic, let me explain one thing. I bear no ill will toward the shorts. Their warnings and their gloom has both kept me away from bad situations and allowed me to buy stocks at bargain prices because of pessimism. I don't think Jacobs is doing anything majestic by orchestrating this raid against the shorts. What I praised was that he bothered to explain to people, publicly, how brokerage houses routinely lend out your stock to be used against your treasured longs. I hated that process when I was a broker and thought it deceitful. I do everything I can to be sure the stock of my longs is not lent out to bears trying to bash my positions. But I am also a realist. If the fundamentals stink, you can take all of the stock out of circulation you want -- that dog won't hunt. Period. So, I don't think that trying to bust shorts is the best way to make a buck. But I do think you should know how the process works, if only to defend yourself and your stocks against relentless bear activity. thestreet.com ***************** Using a Clinton quote on the stock. Jack

To: Tunica Albuginea who wrote (2136)	8/2/2000 2:47:37 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 4155

8/2/00REVIEW OF RECENT ARTICLES AND EVENTS ON CNC . . EDITORIAL August 2, 2000 CNC down to 7 ¾ ( very brief low of 7 11/16 ) while DOW is up on weak housing starts. It’s been noted that CNC moves in opposite direction of the DOW So today’s move is not surprising. CNC holding at 7 ¾ which has been the low for the past 4 weeks. Meanwhile CNC Finance today priced $562M Receivable Notes In Line With Talk . The A-1 through A-4 classes are all rated triple-A by Moody's Investors Service and Standard & Poor's Corp. ragingbull.altavista.com Gary keeps working at getting CNC back in shape. CNC bears meanwhile, of all colors, from Pink to Black were rattling their cages because of small 1/8 ( 1.6% ) dip today. It does not take much to get out CNC Caged bears excited these days. They have been starved for one month and locked in short at 5, 6 and 7. Deep in the red. So any little crumb gets them going. I have instructed our Chief Bear cage Supervisor Softechie, NOT To feed them anymore caffeine.We will stick with plain Hospital Food From now on. $$$$$$$$$$$$$$$$ Finally The Most Significant post continues to remain the insightful one, on 7/31/00, By oldparadigm_2000 At YHOO messages.yahoo.com who said ever since conference call...There is less and less talk about bankruptcy (after Wendt said it ain’t happening) and most of the negative analysts and posts are talking about reduced earnings next few qtrs or the possibility of an additional charge. It pleases me that the tone of the discussion has changed from "absolutely going bankrupt" to "Well the earnings are going to be less" Even JJC (longtime cnc bear) has changed his opinion due to recent events. Everyone should read the article (post 62453) messages.yahoo.com It is surprisingly candid about his reasons for covering. TA $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ MAJOR RECENT ARTICLES ON CNC ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ 7/27/00 BUSINESS WIRE: CONSECO Announces Restructuring Program ,Parts I, II, III & IV , from RB ragingbull.altavista.com DOW JONES NEWSWIRE 7/27/00:COMPLETE EPS REPORT 1: dowjones.work.com 2: dowjones.work.com 3: dowjones.work.com 7/24/00 BLOOMBERG: WENDT GETS RID OF LEOPARD CHAIR AND .......PROTECTS SHAREHOLDER EQUITY: quote.bloomberg.com . 7/19/2000 WENDT HIRES Ex-GE CRISIS TEAM biz.yahoo.com 7/12/2000 20 MILLION PAID TO HIRE WENDT Wendt gets 45 mill less than if he had stayed at the Golf Course and got paid by GE to non - compete and do nothing. GE gets 10 mill CNC shares, will make another killing. messages.yahoo.com 6/30/2000 WENDT BACK FROM HONEYMOON messages.yahoo.com VARIOUS OTHER ISSUES IN CNC: ISSUE OF PRODUCING A GIANT SHORT SQUEEZE: 7/27/00 IRWIN JACOBS WANTS TO PRODUCE A SHORT SQUEEZE. ……….He puts this Ad in WallStJ. then other papers messages.yahoo.com streetmonkey.com . 7/29/00 Star Tribune:CNC earnings report and Irwin Jacobs Short Squeeze bid ragingbull.altavista.com 7/30/00 Indianapolis Star :Conseco investor's ad aims to help stock . starnews.com 7/31/00 J.J. CRAMER FROM TheStreetCom editorializes: “ A great Idea !!!” ragingbull.altavista.com 8-1-00 Star Tribune: Neal St. Anthony/On Business: Jacobs roars, short sellers yawn startribune.com . Meanwhile, CURRENT SHORT INTEREST as of 7/22/2000 is 64,000,000 shares messages.yahoo.com messages.yahoo.com Shorting Rules ragingbull.altavista.com BOOKS ON SHORTING (If any one wants to ahead and short some more and make Mr.Wendt’s Day ). capatcolumbia.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7/28/00 :ISSUE of FABER CNBC REPORT & CONTROVERSY ( ie that Wendt is going to dilute shareholder equity ). ragingbull.altavista.com 7/29/00 reply by ta to FABER Report: CNBC FABER is either LYING or MISINFORMED messages.yahoo.com 7/24/00 Cnet : ''We're not going to be diluting shareholder value at ridiculously low prices,'' Wndt said. cnetinvestor.com messages.yahoo.com 7/31/00 FABER CORRECTS HIMSELF: “ CNC WILL N O T ISSUE ANY N E W EQUITY “. boards.cnbc.com Thank you Mr. FABER. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ISSUE OF BANKRUPTCY 7/22/2000 Part I messages.yahoo.com. Part II messages.yahoo.com. messages.yahoo.com. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~. . ISSUE OF MR.T.LEE'S PREFERRED STOCK messages.yahoo.com messages.yahoo.com BROKERS OPINION 7/30/00 STANDARD AND POOR UPGRADES CNC TO 4 STARS FROM 3 STARS Message 14133330 Merrill Lynch 7/31/00http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081488&tid=cnc&sid=7081488&mid=62518 .7/26/00 LEHMAN MAINTAINS OUTPERORM II ON CNC Message 14109720 CNC CHART ~~~~~~~~~~~~~~~~~~~ stockcharts.com[L,A]DCCLYYMY[PB10!B20!B50!C20!F][VC60][IUH14,3!LI14,3!LC20!LK14] . VARIOUS NEWSPAPER ARTICLES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7/29/00: Indianapolis Star Tribune Observers expect more cutbacks by Conseco startribune.com NEGATIVE ARTICLES ON CNC 7/27/00 TheStreetCom: Herb's Hotline: Oversight by Conseco? thestreet.com 7/10/00 TheStreetCom: Conseco Sets Rich Pay Package for New CEO, By Peter Eavis Message 14023449 7/11/00 Herb's Hotline: Will These Conseco Capers Never Cease? By Herb Greenberg thestreet.com &/14/00 Bloomberg :Conseco Outdoes Itself in Piling Gifts on Wendt: by Graef Crystal ragingbull.altavista.com 7/31/00 Warburg initiates coverage with hold; messages.yahoo.com 7/31/00WSJ Colin Devine from Smith Barney is worried about CNC messages.yahoo.com messages.yahoo.com 488&mid=62505 MAGAZINE ARTICLES ON GARY WENDT ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Aug. 7, 2000 :BUSINESS WEEK ragingbull.altavista.com My comments on Business Week Article: Music…Music…Music.. Message 14127197 . . 1997 FORBES/GECAPITAL: " BLOWING BUBBLES " forbes.com . PREVIOUS REVIEW POSTS ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ . . July 5, 2000: REVIEW OF GARY WELCH LIFE AND ARTICLES Message 13993832 . July 10, 2000: W S J : GE Capital’s Wendt: " A BRUTAL NEGOTIATOR " Message 14023303 MISCELLANEOUS ~~~~~~~~~~~~~~~~~~~~~~~ CONSECO INSURANCE RATIGS ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ conseco.com WENDT'S BUSINESS CARD ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Here's Wendt's business card when he goes to the Bank to ask for money: ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ I am responsible for 38% of GE's net income: GE’s profit has come increasingly from Financial Services That’s GECapital, the company I run, at GE: businessweek.com And here how I compare with the giants: Revenues quicken.com Cash Flow quicken.com Net Income quicken.com GARY WENDT Looks pretty good , Eeh? No? vbg TA