"Their balance sheet can take a shock much better than Countrywide, " said CreditSights senior analyst David Hendler.
Morgan Stanley and JPMorgan are hiring brokers for their private client divisions, for example, notes CreditSights analyst David Hendler.
David Hendler, an analyst at CreditSights, says the investment will at least forestall a ratings agency downgrade of WaMu.
Lehman's debt would also have to be split among the good and bad banks, says CreditSights Analyst David Hendler.
Analyst David Hendler of CreditSights says Citi still needs to upgrade systems that date from that period, but somehow never got any attention.
"We still believe the company's leading platforms for both mortgage servicing and origination represent an attractive takeover play, " says CreditSights' David Hendler.
Bear Stearns has the most exposure to the beleaguered subprime mortgage sector according to those criteria, said CreditSights analyst David Hendler in a research note Monday.
"We sense that the supervisory authorities want this negative capital markets noise from Lehman Brothers to be dialed down, " said David Hendler, an analyst at CreditSights.
If mortgage losses go beyond already gloomy predictions, "they could succumb to more capital pressure, and their independent-company days may be numbered, " says David Hendler, an analyst at CreditSights.
Citigroup, which bought ABN's mortgage business earlier this year, could step in with a bid, according to analyst David Hendler of CreditSights, as could JPMorgan (though it would likely have to shed deposits if it did buy LaSalle).
Citigroup (nyse: C - news - people ), which bought ABN's mortgage business earlier this year, could step in with a bid, according to analyst David Hendler of CreditSights, as could JPMorgan (though it would likely have to shed deposits if it did buy LaSalle).
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