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To: reaper who wrote (84185)	10/15/2003 10:26:52 AM
From: ild	Read Replies (1) \| Respond to of 209892

Nice miss by KMX. MTG down just $2.5. Do you like it report? P.S. Sorry to distract you from football. -g-

To: reaper who wrote (84185)	10/15/2003 5:03:31 PM
From: Paul Shread	Read Replies (1) \| Respond to of 209892

OT - Nomar sucks. What's wrong with him? Edit - Damn. A Red Sox rally! 4-1.

To: reaper who wrote (84185)	10/16/2003 9:59:48 AM
From: Perspective	Respond to of 209892

Interesting that MGIC is tilting toward bulk loans, when they obviously have a much higher problem rate: New insurance written in the third quarter was $28.0 billion, compared to $21.9 billion in the third quarter of 2002. New insurance written for the quarter included $7.3 billion of bulk business compared with $4.4 billion in the same period last year. New insurance written in the first nine months of 2003 was $77.5 billion compared to $67.3 billion for the same period last year and includes $20.6 billion of bulk business compared to $16.7 billion in the same period last year. As of September 30, 2003, MGIC's primary insurance in force was $191.0 billion, compared with $197.0 billion at December 31, 2002, and $196.6 billion at September 30, 2002. The book value of MGIC Investment Corporation's investment portfolio was $5.1 billion at September 30, 2003, compared with $4.7 billion at December 31, 2002, and $4.6 billion at September 30, 2002. At September 30, 2003, the percentage of loans that were delinquent, excluding bulk loans, was 3.67 percent, compared with 3.19 percent at December 31, 2002, and 2.85 percent at September 30, 2002. Including bulk loans, the percentage of loans that were delinquent at September 30, 2003 was 5.41 percent, compared to 4.45 percent at December 31, 2002, and 4.04 percent at September 30, 2002. Losses incurred in the third quarter were $220.7 million, up from $101.1 million reported for the same period last year due to increases in the delinquency inventory and paid losses. Underwriting expenses were $77.7 million in the third quarter up from $66.8 million reported for the same period last year due to increases in underwriting volumes. Bright boys, these ones.<s> BC

To: reaper who wrote (84185)	10/16/2003 11:10:50 PM
From: JRI	Read Replies (2) \| Respond to of 209892

OT My God is Grady a horrible manager....any moron could see that Pedro was losing it starting in the 7th inning..as much I also distrust the Red Sox bullpen, his lack of action was inexusable (as the "brain" of the operation)..why wasn't Embree (at a minimum) brought in early to face the left-handed hitters in the 8th I was yelling at Grady to "Yank" Pedro BEFORE he pitched to Giambi in 7th...and then I saw the Muellar slip at 1B, and immediately I thought (Buuuucccckkkkknnnneeer).. Game is not over yet, but that is really, really horrible managing, IMO....Yankee always a slow-starting, great comeback team...but this was just handed to them (Pedro's every other pitch went flat starting in 7th...again, unbelievable Grady couldn't see that)