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To: Earlie who wrote (124084)	9/20/2001 9:11:34 AM
From: reaper	Respond to of 436258

Earlie (or anybody): Any opinions / knowledge of GE exposure if airlines go BK? A quick read of their 10K reveals that about 20% of their industrial business is aircraft engines, and they finance a lot of these, and I'm pretty sure they are also the biggest (or among the biggest) aircraft leasing company in the world (10K says GE Capital Aviation Services owns or manages 1,000 aircraft worldwide). Think GE Capital had "terrorists crash two planes into WTC; air traffic immediately falls 50%" in the model when they stress-tested their value-at-risk models?? Cheers