Countrywide
--24 bil revenue, 2.6 bil NI, 3.5 bil market cap, 200 bil asset
--short of capital ~10 bil
--source of funding: Deposits (5% CD appealing), FHLB (over the cap 50% of asset, ordinarily 15-20%)
MBIA
--2.6 bil revenue, 0.8 bil NI, 1.2 bil market cap, 40 bil asset
--short of capital ~4 bil
--sources: bond (11% + 3M LIBOR), convertible equity
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