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No word yet if Goldman, Morgan and Credit Suisse will have to make similar disclosures.
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And lowish credit-default-swap spreads on banks such as Deutsche Bank and Credit Suisse partly reflect the assurance of government help if needed.
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On the other hand, if the industry scraps all of its smaller and older plants, Credit Suisse estimates, steam coal demand would drop by 15% to 30%, or as much as 324 million tons a year, while gas demand would increase 8% to 16%, or as much as 3 trillion cubic feet a year.
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Credit Suisse suggests that pay-per-use pricing, if if comes to the U.S., will do little to stop Netflix.
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Institutions like Deutsche Bank, Credit Suisse, and other major European banks could see their stock prices surge if the can is kicked far enough down the road.
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"If they were able get a good price for it, that would have been gone, " says Credit Suisse First Boston analyst Janice Meyer.
FORBES: Chickening Out
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Of course, if Apple's going to sell 6 million European iPhones in the next 3 years as expected by Credit Suisse, then you can bet that little slab will be sporting a 3G radio for data-happy Europe.
ENGADGET: Credit Suisse: Vodafone likely to carry (3G?) iPhone in Europe
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They were attracted by the preference shares' combination of a low risk weighting and decent yield, says Ira Jersey of Credit Suisse, but have seen their prices tumble on fears that they will be wiped out if the government moves to prop the agencies up.
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