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To: hjz who wrote (67764)	8/15/2002 12:33:08 PM
From: 2MAR$	Respond to of 208838

MSFT back over 50

To: hjz who wrote (67764)	8/15/2002 12:55:06 PM
From: Joe Stocks	Read Replies (1) \| Respond to of 208838

The bond bunch is a smart bunch. The 5 year just hit record low yields. Tells me that some smart money was willing to buy those bonds up until Tuesday. I don't think CSCO's numbers have them running to the door just yet. Here's a chart on the 10 treasury for 5 years. I don't think the yields get this low if a recovery is seen just around the corner. the bond people are too smart and deal with big dollars. The long bond is trading below 5%. I think yields need to go higher here before I start worrying about the shorts. 139.142.147.218

To: hjz who wrote (67764)	8/15/2002 12:56:10 PM
From: Joe Stocks	Respond to of 208838

The bond bunch is a smart bunch. The 5 year just hit record low yields. Tells me that some smart money was willing to buy those bonds up until Tuesday. I don't think CSCO's numbers have them running to the door just yet. Here's a chart on the 10 treasury for 5 years. I don't think the yields get this low if a recovery is seen just around the corner. the bond people are too smart and deal with big dollars. The long bond is trading below 5%. I think yields need to go higher here before I start worrying about the shorts. 139.142.147.218