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To: orkrious who wrote (191683)	9/12/2002 3:39:30 PM
From: reaper	Read Replies (1) \| Respond to of 436258

ork -- ACF securitization data out. delinquencies and deferrments OK, but cash flow low (i.e the cash flow out of the securitization pools and to ACF). must mean losses are higher. i think people are focussed on the cash flow dynamics, as it effects the value of the retained interests on the ACF balance sheet, which in turn effects net worth and their ability to grow. overall i would say that the securitization data today, coupled with fears of rising un-employment, and with used-car prices still declining, is overall negative incremental news. Cheers