Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.95

+1.7%

12:05 PM EST

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To: marginmike who wrote (123189)	8/14/2002 12:38:02 PM
From: Jon Koplik	Read Replies (1) of 152472

Re : how low US Treasury yields -- the big wild card is the whole "mortgage convexity" buying. I just heard a rumor that : a little further down on 10-yr yields, and Fannie Mae will need to buy $76 billion (yes, billion with a "B") of 10 year notes, just to keep things "okay" with their finances. On the other hand, everyone "knows" interest rates are going lower now (because after missing a 200 basis point run on short term interest rate futures since April ... NOW Goldman Sachs is an expert on how interest rates should go down (!)) ... So, I would expect that everyone will soon "get their heads handed to them," and then we will see where rates settle out ... Jon.

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