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Page 1: Managing the Bubble Bath

Managing the Bubble Bath(In a storm…)

Avoid the bubble: difficult – Morgan Purcell vs. Mack UBS

Ride the wave: Keep seatbelts buckled

(…we all get wet)

Profit / Loss Distribution

failure

Wachovia, …

too numerous to list

Prince, O’Neil

Morgan Stanley, Citi, Merrill, …

Bear

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