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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (16551)	7/15/2004 12:43:52 PM
From: zebra4o1	Read Replies (2) \| Respond to of 110194

re: MTG conference call Are you referring to the complaints by several analysts on the call about the huge cash hoard MTG is accumulating? You really think these guys see the potential for something bad coming down the road, and are getting ready? Jeez, listening to this call, the CEO, CFO, etc all sounded like such decent, intelligent, down-to-earth guys. Makes you feel kind of foolish betting against this $7 billion company. You definitely sense a different PR style (or corporate culture) in these insurance companies versus tech or biotech. These insurance guys are much more sober, much less fluffy. But there still going to go down in flames.