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To: ild who wrote (150567)	2/11/2002 11:14:23 AM
From: reaper	Read Replies (1) \| Respond to of 436258

<<What are other companies that may be sensitive to ACF's numbers? >> The most sensitive will presumably be Metris (MXT), which is the sub-prime credit-card company that hasn't yet fallen on hard times. The other would be Household International (HI), which does a lot of credit stuff but does a lot in subprime auto and just general unsecured loans. Also American Business (ABFI), a subprime mortgage lender, but that company is so small-cap and under-followed I don't think anybody would connect the dots. Cheers