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Non-Tech : Convertible Bonds

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To: Rocky9 who wrote (61)	5/30/2003 11:14:04 PM
From: Rocky9	Read Replies (1) of 83

More increases in prices. CPN was down a little, and ICGE stayed at 40, and the YTM went up (although the common is up huge). The SEPR bonds continued up, especially the longer bonds. SFE was up, but nearly as much as the common would have indicated. TERN and SFE still look the most attractive, but most seem over-priced to me. I still haven't sold the SEPR '05s, and the SFE is getting to high for me. I have sold a lot of equities and moved to cash and mid-term bond funds. I think that I will set out for a while (although I am very tempted to short ICGE common). ANAD - 52.125 24.14% [80.375 12.03%] (83.25 10.96%) CPN - 36.375 60.17% [83.125 16.28%] (81.25 18.34) ICGE - 35.0 65.94% [40.00 76.45%] (40.00 79.31%) PMCS - 64.25 16.83% [89.50 7.44%] (91.50 6.75%) RFMD - 78.0 13.52% [92.00 7.75%] (93.375 7.11%) SFE - 57.75 22.6% [72.625 16.70%] (75.375 15.48%) SEPR '07 - 49 24.97% [80.00 11.74%] (85.875 9.63%) SEPR '06 - 54.375 23.93% [86.25 10.55%] (91.00 8.83%) SEPR '05 - 76.125 17.13% [95.375 9.04%] (98.125 7.83%)) TERN - 60.0 17.77% [67.50 15.86%] (69.50 15.14%) TQNT - 77.125 10.70% [83.125 9.38%] (84.00 9.14%) VTSS - 72.0 19.20% [92.00 8.81%] (94.00 7.66%) Others: AFFX - 82.625 9.86% [92.00 8.81%] (91.375 7.46%) MLNM - 78.125 12.39% [92.375 7.93%] (95.25 7.01%) JNPR - 74.25 12.67% [92.50 7.75%] (92.875 6.92%) VPHM - 38.125 34.81% [48.50 29.36%] (49.125 29.22%) VRTX - 74.00 12.29% [82.75 9.98%] (83.625 9.76%)

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