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To: reaper who wrote (165960)	5/15/2002 10:48:59 AM
From: orkrious	Read Replies (2) \| Respond to of 436258

NLY is a spread trade, not a yield-curve slope trade. Fleck is wrong. I think that before I go long anything I should ask the thread's opinion. I suspect I won't get many positives. I guess it's a good thing I'm not long much other than PM's. <g>

To: reaper who wrote (165960)	5/15/2002 11:55:22 PM
From: mishedlo	Read Replies (1) \| Respond to of 436258

Reaper any take on these fine specimins?http://biz.yahoo.com/rf/020515/financial_s_p_triggers_3.html Wednesday May 15, 5:24 pm Eastern Time Reuters Market News S&P says at least 23 firms at debt triggers' mercy ....... S&P said its biggest concern is a "credit cliff," a downward spiral in credit quality set off when a company has to post collateral or pay back debt after it trips a trigger. Even companies with potential credit cliffs may not be in imminent danger if they are not close to their triggers, S&P added. Companies identified by S&P with a potential "credit cliff": U.S. COMPANIES RATING Aquila Inc. BBB/Watch Neg/A-2 Black Hills Corp. BBB/Stable/A-2 Dominion Resources Inc. BBB+/Stable/A-2 Dynegy Inc. BBB/Watch Neg/A-3 Georgia-Pacific Corp. BBB-/Stable/A-3 Halliburton Co. A-/Watch Neg/A-2 Mirant Corp. BBB-/Stable/A-3 Petroleum Geo-Services ASA BBB-/Watch Neg/-- PG&E National Energy Group Inc. BBB/Stable/-- Philadelphia Gas Works BBB/Watch Neg/-- Raytheon Co. BBB-/Stable/A-3 Reliant Resources Inc. BBB/Watch Neg/A-2 Semco Energy Inc. BBB/Negative/-- Tyco International Ltd. BBB/Watch Dev/A-3 Williams Cos. Inc. BBB+/Watch Neg/A-2 EUROPEAN COMPANIES RATINGS Basell N.V. BBB-/Stable/-- Eutelsat S.A. BBB/Stable/A-2 Polish Oil and Gas Co. BBB/Positive/-- Repsol-YPF S.A. BBB/Negative/A-3 Rexel S.A. --/--/A-3 Telekomunikacja Polska S.A. BBB/Watch Neg/-- Vivendi Environnement S.A. BBB+/Negative/A-2 Vivendi Universal S.A. BBB/Negative/A-3