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Non-Tech : Insurance cos (proposed buy outs, etc. discussion) -- Ignore unavailable to you. Want to Upgrade?

To: Carey Thompson who wrote (9)	3/9/1999 12:36:00 AM
From: QuietWon	Read Replies (1) \| Respond to of 55

I do not own any of these, but here are some co's you may want to put on your watchlist (bigger ones will get more mention likely, but mid and smaller ones good candidates). - Life vs health vs P&C - Direct vs Reinsurance - Domestic vs. foreign PMS - getting creamed as Y2K/enterprise mkt slowing SSNC - modelling ADVS - modelling DST SDS tOC.TO - content provider ALRE - life reinsurer; foreign ESREF - health reinsurer; foreign SCTLF - life reinsurer; foreign MNY - domestic; insurer; ipo'd ~ 3/4/5 months back - been dropping CNC - aggregator/acquirer CI - citigrp AIG - life & P&C brka - notice huge losses thru Gen. Re sub - stk still goes up ~$450 AET NFS AGC PL HLI AOC EWB AXA ING AEG SCO PLFE CSLI JP LNC RGA CNA GWO.TO AAN FFH.TO PFG UHCO ACL SPC CWL REL

To: Carey Thompson who wrote (9)	3/10/1999 12:52:00 AM
From: QuietWon	Read Replies (1) \| Respond to of 55

Carey: banks may go after the insurers with savings products first since they're somewhat more familar with that type of biz. Other things they might do (don;t know if permitted) is go for car insurers and home insurance - that type of thing has been done in Europe and selling car insurance directly from the company to us is doing well over there - also CIBC up in Canada had a program where they were targeting the safest of drivers and it probably made them money. Sunamerica - more of a savings insurance co was bot out in '98 - another one I missed