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Tim Lamb

03/08/03 1:47 PM

#84559 RE: Zeev Hed #84558

Hi Zeev:

Berkshire has $500 Million of free cash flow each and every week. Not sure if its all under Buffet as GEICO and General Re do their own investing.

Most of Buffets exposure to underfunded liabilities will be on the Gen Re side IF they did not strengthen these enough earlier this year.

Right now reinsurers pricing wise are doing quite well.


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hightecheast

03/08/03 2:03 PM

#84564 RE: Zeev Hed #84558

Zeev and everyone ... I'm starting to sense that there might NOT be a rally at all when the war starts ... seems like it is already built-in to stock prices ...

Ken Wilson
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Belgie24

03/10/03 10:09 AM

#84870 RE: Zeev Hed #84558

Can you provide an OB on AIG, and what time frame to expect it to hit, or when are you going to be interested in insurance? TIA.