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To: AllansAlias who wrote (38038)	5/6/2002 1:51:22 PM
From: marginmike	Read Replies (1) \| Respond to of 209892

re-loaded shorts in RTH/KO/IBM all positions except SMH, will wait till after AMAT for that one.

To: AllansAlias who wrote (38038)	5/6/2002 3:05:31 PM
From: byhiselo	Read Replies (1) \| Respond to of 209892

lol, didn't think twp was actually capable of this kind of analysis: 14:38 ET SUNW Sun Microsystems: comments on bond/equity divergence by TWP (6.04 -0.73) -- Update -- Thomas Weisel notes that while Sun common shares have significantly underperformed the shares of comparable co's over the last 6 months, Sun debt is trading above par value and in line with similar corporate debt securities; this divergence may suggest several possibilities, including the notion that bondholders believe there is little risk to either principal or interest payments, and implying that the bond holder view of the longer term outlook for the co may be better than that currently perceived by equity holders; it also suggests there is an inefficiency in the pricing of the bonds relative to the equity. Reiterates Buy rating, price target is $16.