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Non-Tech : Convertible Bonds

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To: Rocky9 who wrote (40)	11/29/2002 9:54:43 PM
From: Rocky9	Read Replies (2) of 83

Most prices are still going up. The Calpine has appreciated the most (due to increase of the common). The SFE and the TERN have been left behind and seem like the best values. The ICGE has not gone up with the common, and, if I understood shorting against a long bond better, I would be very interested in shorting the ICGE common (up over .70 now - from .18) since I think that it should have no value. PMCS no longer interests me since it seems to be more fairly priced. The ANAD seems like a good buy, since the bonds will probably be good, but I don't like the common, so it would be a candidate for a short against the bond if I was comfortable with it. ANAD - 52.125 24.14% (54.50 22.97%) [55.625 22.41%] <59.125 20.63%> CPN - 36.375 60.17% (36.75 59.96%) [43.50 50.72%] <53.50 39.05%> ICGE - 35.0 65.94% (35.00 66.52%) [35.00 68.27%] <36.00 67.57%> PMCS - 64.25 16.83% (66.75 15.71%) [71.875 13.58%] <75.75 12.07%> RFMD - 78.0 13.52% (78.75 13.29%) [84.50 10.49%] <87.625 9.09%> SFE - 57.75 22.6% (58.50 22.27%) [60.50 21.37%] <61.625 20.90%> SEPR '07 - 49 24.97% (52.25 23.31%) [55.00 21.79%] <59.75 19.45%> SEPR '06 - 54.375 23.93% (56.75 22.63%) [60.60 21.07%] <63.00 19.62%> SEPR '05 - 76.125 17.13% (81.87 14.40%) [81.375 14.76%] <82.875 14.12%> TERN - 60.0 17.77% (60.87 17.44%) [60.125 17.90%] <60.50 17.62> TQNT - 77.125 10.70% (77.50 10.60%) [78.50 10.34%] <78.625 10.35%> VTSS - 72.0 19.20% (73.00 18.56%) [79.00 15.05%] <80.50 14.31%> Others: AFFX - 82.625 9.86% <83.00 9.78%> MLNM - 78.125 12.39% <79.50 11.93%> JNPR - 74.25 12.67% <76.375 11.96%> VPHN - 38.125 34.81% <41.00 32.61%> VRTX - 74.00 12.29% <76.125 11.63%>

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