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To: mishedlo who wrote (221564)	2/15/2003 8:27:23 PM
From: Haim R. Branisteanu	Respond to of 436258

Yes I am out of BEGBX, but on the currency options I am tilted to a lower EUR short term. My core EUR holdings are still there and they are no small change. I try to DELTA hedge those positions with options. We may retest the 1.07 to 1.065 range next week. My speculation is that until it will be not clear that the US invades Iraq the USD will stay weak. After the start of the war the EUR will spike down 2% to 5%. After that ...... it is a difficult guess. My speculation is that the USD may stay at those levels - e.g. 1.05 until mid summer but I can be very wrong BWDIK Haim